L’Or atteint un record historique au-dessus de 4 150$ l’once alors que les traders anticipent les futures baisses de taux de la Fed
Les métaux précieux défient la logique des marchés traditionnels
Poussée par les anticipations
Alors que la Réserve Fédérale prépare son prochain assouplissement monétaire, l'or explose tous les plafonds historiques. Les investisseurs fuient les actifs traditionnels pour se réfugier dans la valeur refuge ultime.La folie des taux zéro
Wall Street parie sur un retour aux politiques accommodantes - une manœuvre désespérée pour relancer une économie qui montre des signes de fatigue. Pendant ce temps, l'or profite de cette frénésie monétaire.Le paradoxe des marchés
Ironie du sort : plus les banques centrales impriment, plus les investisseurs se précipitent vers... la monnaie qu'elles ne peuvent pas créer. Une belle leçon d'humilité pour les planificateurs financiers qui croient tout contrôler.4 150$ n'est qu'un début
Certains analystes voient déjà 5 000$ à l'horizon. Quand la confiance dans le système s'érode, même les métaux les plus anciens deviennent des actifs d'avenir.Tech stocks lift Wall Street as Trump softens tariff tone
The tech sector was the first to roar back. Broadcom skyrocketed 10% after announcing its OpenAI partnership. Oracle rallied over 5%, while Nvidia jumped 3% and AMD added 1%. Those gains helped push the Nasdaq up more than 2%, making it the day’s top performer.
Nearly 80% of S&P 500 components traded green. Small-caps weren’t left out either, as the Russell 2000 popped 2.5% after closing Friday down 3%.
Trump’s Friday comments triggered the worst one-day drop in months, but his toned-down remarks over the weekend eased some of the panic. Still, the trade war clouds remain. Many U.S. tech firms depend on rare earths from China to build chips, EV parts, and consumer electronics, so this tug-of-war rattles investors quickly.
The Dow Jones Industrial Average rebounded 621 points, or 1.4%, clawing back about 70% of its Friday losses. The S&P 500 retraced nearly 60% of its prior dip, with optimism building ahead of earnings season.
Gold and silver rally as Bitcoin holds steady after traders lock in rate-cut bets
Markets also reacted to growing certainty that the Federal Reserve will cut rates. Traders are now betting with 97% confidence on a 25-basis-point cut in October, and they see a 100% chance of another one in December. That’s music to the ears of gold bulls. The metal, which doesn’t pay interest, usually thrives when rates drop.
Analysts at Bank of America and Société Générale both predict gold to hit $5,000 by 2026. Standard Chartered raised its forecast, expecting an average price of $4,488 next year.
Silver didn’t miss out. It spiked 3.44% to $52, after peaking at $52.12, also a record. Both gold and silver flashed overbought signals, with RSI levels at 80 and 83, respectively. Elsewhere, platinum jumped 4% to $1,650.65, while palladium added 5.23%, closing at $1,479.04.
Wall Street’s momentum is to be tested this week. The government shutdown is dragging on, and a critical payroll deadline is approaching on October 15. Also, major banks are set to report earnings starting Tuesday, with Citigroup, Goldman Sachs, Wells Fargo, JPMorgan, Bank of America, and Morgan Stanley all in focus. A wave of regional banks will follow.
Meanwhile, after getting caught in the crossfire that saw it plunge all the way to $102,000, bitcoin has now steadied above $115,000. Galaxy Digital weighed in on what happened, calling the event “one of the largest liquidation events in digital asset history.”
Galaxy pointed to two triggers: a major pricing flaw on an offshore exchange, and a sudden global macro shock linked to the new tariff headlines that had already rattled markets. According to Galaxy, around $60 to $90 million worth of usde was dumped on a large offshore platform.
That platform didn’t use an independent price feed; it valued collateral based on its own order-book data, and when that data tanked, it triggered an isolated depeg that dragged USDe down to 65 cents on that one exchange. Everywhere else, it stayed near $1.
The chaos spread like wildfire as leverage across crypto got torched. The total damage? Over $19 billion in liquidations across the broader market.
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