7 octobre 2025 \u2014 Lundi, les march\u00e9s mondiaux ont \u00e9t\u00e9 domin\u00e9s par deux \u00e9v\u00e9nements majeurs\u00a0: la d\u00e9mission soudaine du Premier ministre fran\u00e7ais, qui a d\u00e9clench\u00e9 une crise politique, et l'accord \u00e0 succ\u00e8s entre AMD et OpenAI, qui a aliment\u00e9 la hausse des valeurs technologiques. Les march\u00e9s europ\u00e9ens ont subi une forte baisse, tant en actions qu'en obligations, l'indice fran\u00e7ais CAC 40 ayant perdu plus de 21\u00a0TP3T en intraday. \u00c0 l'inverse, les valeurs technologiques am\u00e9ricaines ont bondi, tir\u00e9es par la hausse de pr\u00e8s de 401\u00a0TP3T d'AMD, tandis que la demande de valeurs refuges a propuls\u00e9 le cours de l'or vers des sommets historiques, au-dessus de 1\u00a0TP4T3\u00a0940.<\/p>\n\n\n\n
Europe : les troubles politiques fran\u00e7ais deviennent le dernier cygne noir<\/p>\n\n\n\n
Le Premier ministre fran\u00e7ais Gabriel Attal a d\u00e9missionn\u00e9 trois semaines seulement apr\u00e8s sa prise de fonctions, marquant le cinqui\u00e8me changement de direction en moins de deux ans. Cette d\u00e9cision a marqu\u00e9 l'\u00e9chec des efforts du pr\u00e9sident Macron pour faire adopter le projet de budget 2026 et a aggrav\u00e9 l'impasse politique.<\/p>\n\n\n\n
L'indice CAC 40 a chut\u00e9 jusqu'\u00e0 2,1%, les valeurs bancaires menant la baisse. Soci\u00e9t\u00e9 G\u00e9n\u00e9rale, Cr\u00e9dit Agricole et BNP Paribas ont toutes chut\u00e9 fortement.<\/p>\n\n\n\n
Le rendement des obligations d'\u00c9tat fran\u00e7aises \u00e0 10 ans a bondi de 11 points de base \u00e0 3,61%, tandis que l'\u00e9cart de rendement entre les obligations fran\u00e7aises et allemandes \u00e0 10 ans s'est \u00e9largi \u00e0 89 points de base, le plus haut depuis janvier.<\/p>\n\n\n\n
L'euro a chut\u00e9 d'environ 0,8% face au dollar \u00e0 1,1675, un plus bas d'une semaine.<\/p>\n\n\n\n
March\u00e9 am\u00e9ricain\u00a0: les valeurs technologiques prennent le dessus, AMD vole la vedette<\/p>\n\n\n\n
Le S&P 500 et le Nasdaq ont ouvert en hausse, tandis que le Dow Jones est pass\u00e9 en baisse. Si la hausse se poursuit, le S&P 500 enregistrera sa septi\u00e8me hausse cons\u00e9cutive.<\/p>\n\n\n\n
L'action AMD a grimp\u00e9 jusqu'\u00e0 37,71 TP3T \u00e0 l'ouverture avant de r\u00e9duire ses gains \u00e0 moins de 301 TP3T. L'entreprise a annonc\u00e9 un accord majeur avec OpenAI portant sur une puissance de calcul de puces pouvant atteindre 6 GW.<\/p>\n\n\n\n
L'action Nvidia a initialement chut\u00e9 de 2,31 TP3T, avant de r\u00e9duire ses pertes \u00e0 environ 11 TP3T. L'indice Philadelphia Semiconductor a gagn\u00e9 plus de 4,51 TP3T en d\u00e9but de s\u00e9ance.<\/p>\n\n\n\n
La demande explosive en mati\u00e8re d'IA et la valorisation d'OpenAI \u00e0 $500 milliards ont stimul\u00e9 le sentiment dans toute la cha\u00eene d'approvisionnement de l'IA.<\/p>\n\n\n\n
Asie-Pacifique\u00a0: \u00ab\u00a0Sanae Takaichi Trade\u00a0\u00bb domine les actifs japonais<\/p>\n\n\n\n
La victoire de Sanae Takaichi \u00e0 la direction du Parti lib\u00e9ral-d\u00e9mocrate a suscit\u00e9 des espoirs de retour aux \u00ab\u00a0Abenomics\u00a0\u00bb. Les march\u00e9s parient sur une probabilit\u00e9 moindre de la Banque du Japon de relever ses taux ce mois-ci.<\/p>\n\n\n\n
L'indice Nikkei 225 a bondi de 4,8%, atteignant un niveau record.<\/p>\n\n\n\n
Le dollar am\u00e9ricain a augment\u00e9 de 2% face au yen \u00e0 150,50, le plus haut depuis d\u00e9but ao\u00fbt.<\/p>\n\n\n\n
Le rendement des obligations d'\u00c9tat japonaises \u00e0 10 ans a grimp\u00e9 \u00e0 1,70%, le plus haut depuis 2008, tandis que le rendement \u00e0 30 ans a atteint un sommet historique de 3,30%.<\/p>\n\n\n\n
Mati\u00e8res premi\u00e8res\u00a0: la demande de valeurs refuges stimule l'or<\/p>\n\n\n\n
Performance de l'or : L'or au comptant a d\u00e9pass\u00e9 $3 940 l'once, en hausse de 1,38% sur la journ\u00e9e et de plus de 50% depuis le d\u00e9but de l'ann\u00e9e.<\/p>\n\n\n\n
Facteurs moteurs : Les risques g\u00e9opolitiques persistants (turbulences politiques en France) combin\u00e9s aux attentes persistantes d\u2019assouplissement mon\u00e9taire ont soutenu les prix de l\u2019or.<\/p>\n\n\n\n
L'objectif du jour<\/p>\n\n\n\n
Bostic, membre de la Fed, s'exprime sur les perspectives \u00e9conomiques<\/p>\n\n\n\n
Le gouverneur de la Fed, Milan, participe \u00e0 une discussion informelle<\/p>\n\n\n\n
Kashkari de la Fed prononce un discours<\/p>\n\n\n\n
Production industrielle allemande d'ao\u00fbt (en glissement mensuel, donn\u00e9es corrig\u00e9es des variations saisonni\u00e8res)<\/p>\n\n\n\n
Stocks de p\u00e9trole brut de l'EIA am\u00e9ricaine pour la semaine se terminant le 3 octobre<\/p>\n\n\n\n
L'\u00e9volution de la crise politique fran\u00e7aise<\/p>\n\n\n\n
Progression de la fermeture du gouvernement am\u00e9ricain (Jour 7)<\/p>","protected":false},"excerpt":{"rendered":"
October 7, 2025 \u2014 Global markets on Monday were dominated by two key events: the sudden resignation of France\u2019s Prime Minister, which sparked a political crisis, and a blockbuster deal between AMD and OpenAI that fueled a rally in tech stocks. European markets suffered a sharp selloff in both equities and bonds, with France\u2019s CAC […]<\/p>\n","protected":false},"author":6,"featured_media":2506,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"ocean_post_layout":"","ocean_both_sidebars_style":"","ocean_both_sidebars_content_width":0,"ocean_both_sidebars_sidebars_width":0,"ocean_sidebar":"","ocean_second_sidebar":"","ocean_disable_margins":"enable","ocean_add_body_class":"","ocean_shortcode_before_top_bar":"","ocean_shortcode_after_top_bar":"","ocean_shortcode_before_header":"","ocean_shortcode_after_header":"","ocean_has_shortcode":"","ocean_shortcode_after_title":"","ocean_shortcode_before_footer_widgets":"","ocean_shortcode_after_footer_widgets":"","ocean_shortcode_before_footer_bottom":"","ocean_shortcode_after_footer_bottom":"","ocean_display_top_bar":"default","ocean_display_header":"default","ocean_header_style":"","ocean_center_header_left_menu":"","ocean_custom_header_template":"","ocean_custom_logo":0,"ocean_custom_retina_logo":0,"ocean_custom_logo_max_width":0,"ocean_custom_logo_tablet_max_width":0,"ocean_custom_logo_mobile_max_width":0,"ocean_custom_logo_max_height":0,"ocean_custom_logo_tablet_max_height":0,"ocean_custom_logo_mobile_max_height":0,"ocean_header_custom_menu":"","ocean_menu_typo_font_family":"","ocean_menu_typo_font_subset":"","ocean_menu_typo_font_size":0,"ocean_menu_typo_font_size_tablet":0,"ocean_menu_typo_font_size_mobile":0,"ocean_menu_typo_font_size_unit":"px","ocean_menu_typo_font_weight":"","ocean_menu_typo_font_weight_tablet":"","ocean_menu_typo_font_weight_mobile":"","ocean_menu_typo_transform":"","ocean_menu_typo_transform_tablet":"","ocean_menu_typo_transform_mobile":"","ocean_menu_typo_line_height":0,"ocean_menu_typo_line_height_tablet":0,"ocean_menu_typo_line_height_mobile":0,"ocean_menu_typo_line_height_unit":"","ocean_menu_typo_spacing":0,"ocean_menu_typo_spacing_tablet":0,"ocean_menu_typo_spacing_mobile":0,"ocean_menu_typo_spacing_unit":"","ocean_menu_link_color":"","ocean_menu_link_color_hover":"","ocean_menu_link_color_active":"","ocean_menu_link_background":"","ocean_menu_link_hover_background":"","ocean_menu_link_active_background":"","ocean_menu_social_links_bg":"","ocean_menu_social_hover_links_bg":"","ocean_menu_social_links_color":"","ocean_menu_social_hover_links_color":"","ocean_disable_title":"default","ocean_disable_heading":"default","ocean_post_title":"","ocean_post_subheading":"","ocean_post_title_style":"","ocean_post_title_background_color":"","ocean_post_title_background":0,"ocean_post_title_bg_image_position":"","ocean_post_title_bg_image_attachment":"","ocean_post_title_bg_image_repeat":"","ocean_post_title_bg_image_size":"","ocean_post_title_height":0,"ocean_post_title_bg_overlay":0.5,"ocean_post_title_bg_overlay_color":"","ocean_disable_breadcrumbs":"default","ocean_breadcrumbs_color":"","ocean_breadcrumbs_separator_color":"","ocean_breadcrumbs_links_color":"","ocean_breadcrumbs_links_hover_color":"","ocean_display_footer_widgets":"default","ocean_display_footer_bottom":"default","ocean_custom_footer_template":"","ocean_post_oembed":"","ocean_post_self_hosted_media":"","ocean_post_video_embed":"","ocean_link_format":"","ocean_link_format_target":"self","ocean_quote_format":"","ocean_quote_format_link":"post","ocean_gallery_link_images":"on","ocean_gallery_id":[],"footnotes":""},"categories":[8],"tags":[],"class_list":["post-2505","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-english-news","entry","has-media"],"_links":{"self":[{"href":"https:\/\/amillexvn1.com\/fr\/wp-json\/wp\/v2\/posts\/2505","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/amillexvn1.com\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/amillexvn1.com\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/amillexvn1.com\/fr\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/amillexvn1.com\/fr\/wp-json\/wp\/v2\/comments?post=2505"}],"version-history":[{"count":1,"href":"https:\/\/amillexvn1.com\/fr\/wp-json\/wp\/v2\/posts\/2505\/revisions"}],"predecessor-version":[{"id":2507,"href":"https:\/\/amillexvn1.com\/fr\/wp-json\/wp\/v2\/posts\/2505\/revisions\/2507"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/amillexvn1.com\/fr\/wp-json\/wp\/v2\/media\/2506"}],"wp:attachment":[{"href":"https:\/\/amillexvn1.com\/fr\/wp-json\/wp\/v2\/media?parent=2505"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/amillexvn1.com\/fr\/wp-json\/wp\/v2\/categories?post=2505"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/amillexvn1.com\/fr\/wp-json\/wp\/v2\/tags?post=2505"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}