Gold and silver prices are in rebound mode after last week’s precious metals plunge, with the former losing 10% and the latter plummeting 30% in value in and around January 30.The sharp plunge sheds light on the fickleness of the commodities market, where a multitude of factors, including the U.S. dollar, interest rate buzz, and market risk, top the precious metals trading charts.“This looks more like extreme whiplash and margin calls than a fundamental breakdown in demand for gold and silver,” said David M ...

We recently published Jim Cramer Discussed These 12 Stocks & Wondered Whether He Should Melt Silver. Agnico Eagle Mines Limited (NYSE:AEM) is one of the stocks that Jim Cramer discussed. Agnico Eagle Mines Limited (NYSE:AEM) is one of Cramer’s favorite mining stocks. The shares are up by 101% over the past year and by 16% year-to-date. Agnico Eagle Mines Limited (NYSE:AEM) is one of the few gold stocks that Cramer has consistently discussed. Banking giant JPMorgan initiated coverage on the firm in late Ja ...

随着贵金属价格自连续三日下跌中回升，金矿和银矿股周二普遍反弹。黄金矿企Newmont上涨4.0%， Barrick Mining上涨4.3%，Agnico Eagle Mines上涨3.8%，Franco-Nevada上涨2.1%，Kinross Gold上涨 4.4%，New Gold上涨5.2%。白银矿企Coeur Mining上涨6.0%，Endeavour Silver上涨5.7%，Pan American Silver上涨5.7%，Silvercorp Metals上涨5.0%。现货黄金价格一度上涨6.2%，现货白银价格一度上涨 12%。 本文源自：金融界AI电报 ...

Investment Thesis - Gold serves as a strategic hedge against inflation and currency devaluation, with recent price movements creating attractive entry points for long-term investors [2][4] - Major gold miners are also involved in the extraction of other essential metals, which have reached all-time highs, further enhancing the investment case for gold and its miners [1][2] Market Performance - Spot gold has surged above summer 2020 highs, achieving its best year since 1979 in 2025, with gold and silver prices increasing by 80% and 209% respectively before a recent selloff [1] - Analysts predict gold could reach $5,000 per ounce by 2026 and $10,000 per ounce by 2028, with long-term expectations ranging between $10,000 and $16,150 over the next decade [3] Central Bank Activity - Central bank gold holdings have increased to nearly 36,200 tonnes, accounting for almost 20% of official reserves, up from around 15% at the end of 2023, indicating a structural shift in reserve holdings [4] - The ongoing diversification away from U.S. dollar reserves has accelerated, creating sustained buying pressure for gold [4] Company Insights - Agnico Eagle Mines Limited is a preferred North American gold producer with a diversified portfolio and a small dividend yield of 0.74% [6][8] - Barrick Gold, formed from a merger with Randgold Resources, is one of the largest gold companies globally, offering a 1.20% dividend yield [9][10] - Franco-Nevada operates as a royalty and streaming company with a debt-free balance sheet and has increased its annual dividend for 18 consecutive years [12][14] - Newmont Corporation is the world's largest gold mining entity, yielding a modest 0.79%, and is considered a timely buy for conservative investors [15][18] - Wheaton Precious Metals, a streaming company, derives approximately 60% of its revenue from silver and 40% from gold, offering a 0.43% dividend [19][20] Investment Vehicles - The SPDR Gold Shares ETF is highlighted as a pure play on gold, holding physical gold bullion, with each share representing one-tenth of an ounce of gold [21]

Agnico Eagle Mines Limited (NYSE:AEM) is one of the stocks that Jim Cramer shared takes on, along with navigating market shortages. Cramer discussed the company in light of rising gold prices, as he said: So listen to me first about gold… We just don’t have enough of it. You think that with all the miners out there, the supply of gold will grow 2, 3, or 4% a year, right? Nope. The miners only grow the supply by 1%. They don’t call it precious for nothing. Plus, most of the gold is in places that are, let’ ...

Core Viewpoint - The article discusses a significant drop in gold and silver prices, attributed to the market's reaction to Trump's nomination of Kevin Warsh as the Federal Reserve Chairman, which is perceived as a hawkish choice, leading to a stronger dollar and reduced appeal for dollar-denominated commodities [1][3][14]. Group 1: Market Reaction - Gold prices fell sharply after reaching a historical high, with a drop of nearly 13%, marking the largest intraday decline since the early 1980s [1][11]. - Silver, which had previously surged past $120, saw its price plummet over 35%, the largest recorded drop in history [1][11]. - The entire metals market was affected, with copper also experiencing a significant decline of nearly 6% after reaching record highs [1][11]. Group 2: Federal Reserve Policy Expectations - The market's sell-off was driven by a sudden shift in expectations regarding Federal Reserve policy, with Warsh's nomination seen as a signal against aggressive rate cuts [3][4]. - Analysts noted that Warsh's hawkish reputation, despite recent support for rate cuts, contributed to a rebound in the dollar, making dollar-denominated commodities less attractive [4][18]. Group 3: Market Vulnerability - The dramatic price drop highlighted the extreme vulnerability of the precious metals market, which had been characterized by crowded long positions and record levels of bullish options buying [7][8]. - Analysts indicated that the market had become highly speculative, with a potential for a "gamma squeeze" that could exacerbate price movements [20][22]. Group 4: Technical Indicators and Market Sentiment - Prior to the crash, technical indicators suggested that gold and silver were overbought, with the Relative Strength Index (RSI) for gold reaching a historic high of 90 [24]. - Despite the sharp decline, both gold and silver recorded substantial gains for January, with gold up approximately 9% and silver over 10% [24]. Group 5: Mining Stocks and ETFs - The drop in precious metals prices led to significant declines in major mining companies, with stocks like Newmont and Barrick Mining falling over 10% [26]. - Silver ETFs experienced even greater losses, with some funds seeing declines of over 60%, marking their worst single-day performance [26]. Group 6: Future Outlook - Some analysts view the recent pullback as a healthy correction, suggesting that the rapid price increases necessitated a consolidation phase [26]. - There are indications that buying opportunities may arise as prices stabilize, particularly for silver, which is expected to benefit from industrial demand and supply shortages [26].

Agnico Eagle Mines (AEM) closed the most recent trading day at $190.50, moving -11.61% from the previous trading session. This move lagged the S&P 500's daily loss of 0.43%. Meanwhile, the Dow experienced a drop of 0.37%, and the technology-dominated Nasdaq saw a decrease of 0.94%. Coming into today, shares of the gold mining company had gained 27.12% in the past month. In that same time, the Basic Materials sector gained 14.45%, while the S&P 500 gained 0.89%. The upcoming earnings release of Agnico Eagle ...

Group 1: Company Analysis - ConocoPhillips is focusing on increasing its production capacity and has plans to invest significantly in new projects to enhance its operational efficiency [1] - Freeport-McMoran Copper & Gold Inc reported a strong quarterly performance, driven by higher copper prices and increased production levels [1] - Agnico Eagle Mines Limited is expanding its mining operations and has announced new exploration projects aimed at increasing its gold reserves [1] Group 2: Industry Trends - The mining industry is experiencing a resurgence due to rising commodity prices, particularly in copper and gold, which are expected to drive profitability for major players [1] - There is a growing emphasis on sustainable mining practices within the industry, as companies seek to reduce their environmental impact while maintaining production levels [1] - The overall market sentiment is positive, with analysts predicting continued growth in the mining sector as demand for metals increases globally [1]

智通财经APP获悉，摩根大通周四首次对北美黄金行业进行评级，给予巴里克矿业(B.US)"增持"评级， 目标价68美元;同时给予伊格尔矿业(AEM.US)"中性"评级，目标价248美元。摩根大通认为，受央行买 盘和美国政策不确定性的支撑，黄金短期和长期前景均看涨。 巴里克矿业和伊格尔矿业周四早盘分别触及多年高点 54.69 美元和 225 美元，但随后回落，收盘分别下 跌1.76% 和3.35%，原因是黄金期货价格从每盎司 5500 美元以上的历史高位回落。 另一方面，巴里克矿业拥有世界一流的储量基础和近期强劲的内生增长潜力，但其业绩记录喜忧参半， 目前正处于管理层过渡期，且业务涉及风险较高的地区。尽管如此，其股价相对于全球同行而言，目前 折价幅度较大，但未来可能出现一些独特的利好因素，例如 Loulo-Gounkoto 矿的重启或出售，以及 Fourmile矿的资源量更新。 摩根大通分析师Bennett Moore表示，他认为伊格尔矿业是该领域的领军企业，其优势在于卓越的运 营、极具吸引力的成本结构以及低风险的区域布局。尽管这些优势也带来了一定的溢价，但考虑到伊格 尔矿业的下一轮增长主要集中在2030年代，且 ...

Agnico Eagle Mines Limited (NYSE:AEM) is one of the 11 Best Stocks to Buy for Investment. On January 23, TheFly reported that Canaccord Genuity raised the price target on Agnico Eagle Mines Limited (NYSE:AEM) from $224.33 to $252.10. Carey MacRury at Canaccord maintained his Buy rating on AEM while raising the price target. Analysts Remain Bullish on Agnico Eagle Mines Limited as They Raise Their Price Targets Photo by Ricardo Gomez Angel on Unsplash In other news, on January 19, TheFly reported that L ...