Core Viewpoint - Bank of America advises commodity investors to focus on gold, capitalize on uranium's rally, and invest in copper before market adjustments occur [1] Group 1: Macro Forces Impacting Commodities - The firm identifies four macro forces influencing commodity prices: rising U.S. industrial policy, a potentially weaker U.S. dollar, persistent geopolitical tensions, and increasing uncertainty around tariffs [1][2] - Policy decisions, rather than just supply and demand, are expected to drive metals pricing in 2026 [2] Group 2: Precious Metals Insights - Bank of America highlights Agnico Eagle Mines for its consistent execution and growth potential, citing its history of meeting production guidance and focus on low-risk Canadian assets [4] - The firm sets a price target of $227 for Agnico Eagle Mines, indicating a potential upside of approximately 26% from early January levels [5] - The forecast for gold is aggressive, with an average price expected to reach $4,538 per ounce in 2026, representing a 32% year-over-year increase, with a potential upside scenario of $5,000 per ounce [5] Group 3: Uranium and Copper Outlook - Cameco is identified as the top nuclear energy and fuel pick for 2026, with a revised price target increased from $115 to $125 per share [6] - Key themes for uranium include rising electrical energy demand, U.S. trade and industrial policy, Japan's nuclear restarts, new builds, and supply disruptions [7] - Freeport-McMoRan is noted as the preferred choice for copper exposure [8]

Silver's historic rally shows no signs of cooling as the new year begins. After a blockbuster 2025 that saw silver shatter decade-old resistance levels, it has extended its gains by another 13% in the first week of 2026 alone.  EXK stock is climbing. See the chart and price action here. The move is driven by a perfect storm of geopolitical tension, widening industrial deficits and a massive rotation into precious metals as a hedge against a cooling U.S. dollar.Silver was trading around $80.80 per ounce, up ...

The price of Bitcoin held near the $90,000 level on Saturday, even as geopolitical tensions between the United States and Venezuela escalated sharply following overnight military action. Key Takeaways: Bitcoin held near $90K despite a major US–Venezuela military escalation that dominated headlines. BTC staying above its 21-day moving average signals short-term support and potential January upside. Analysts warn volatility could rise once institutional traders return when US markets reopen. Bitcoi ...

Gold and Mining Stocks - Gold prices rebounded by approximately $55, leading to an increase in mining stocks such as Newmont Corp., which rose by about $1.85 [1] - SSR Mining shares increased by around 50 cents, while Freeport-McMoRan shares gained about 80 cents following the gold price rebound [1] Geopolitical and Economic Factors - Despite a recent pullback in gold prices, factors such as growing geopolitical tensions, economic uncertainty, expectations of further interest rate cuts, a weak dollar, and strong central bank interest could drive gold prices significantly higher [2] - Bank of America, JPMorgan, and HSBC analysts have set gold price targets of $5,000 to $5,055 by early 2026 [2] Rocket Lab Corp. - Rocket Lab Corp. shares rose by about $2 in premarket trading, following a significant increase from $40.88 to nearly $80 [3] - The company received a prime contract worth $816 million from the U.S. Space Development Agency to design and manufacture 18 satellites for missile tracking and defense [4][5] - In its third quarter, Rocket Lab reported a 48% year-over-year revenue increase to $155.1 million and narrowed its EPS loss to -$0.03 from -$0.10 a year ago [6] - The company projects Q4 revenue between $170 million and $180 million, slightly above expectations, with an adjusted EBITDA loss forecast of $23 million to $29 million [6] Micron Technology - Shares of Micron Technology increased by another $2.10 after a nearly $10 rise on Monday [8]

在经历昨天短暂的一天调整后，全球贵金属市场迅速重拾涨势并集体爆发。受地缘政治紧张局势升级以及关键现货市场持续供应错配的推动，白 银、黄金价格创下历史新高，铂金与钯金亦同步走强。 现货白银在周五录得连续第五个交易日上涨，现报74.37美元/盎司，最高突破75美元/盎司，日内涨超4.5%，续创历史新高。 黄金价格则稳步回升，交投于每盎司4500美元上方，现报4502.46美元，最高涨至4530美元/盎司上方，再创历史新高。 铂金与钯金均在昨日回调后迅速反弹，其中现货铂金上涨8%至每盎司2,413.62美元，创纪录新高。 国内市场方面，钯期货主力合约日内涨幅涨至1.51%，现报535元/克，此前一度涨超9%；铂期货主力合约打开涨停板，现涨幅收窄至7.88%，报 696元/克。国投白银LOF复牌一字跌停，成交额近3亿元；溢价率收窄至30%以内。 | 分时 多日 1分 5分 15分 30分 60分 日 周 月 更多 | F9 盘前盘后 叠加 九转 画线 工具 @ 2 » | 国投白银LoF 买 161226 | 2.524 -0.280 -9.99% | 161226[国投白银LOF] 10:40 价 2.524 涨跌 ...

Core Viewpoint - The "debasement trade" has emerged as a significant investment theme this year, driven by various factors including trade disputes, fiscal deficits, rate policy, and geopolitical tensions, leading to a negative market outlook for certain assets [1] Group 1 - The market's perception of trade disputes has contributed to a negative sentiment, impacting investment strategies [1] - Fiscal deficits are influencing investor confidence, further exacerbating the negative outlook [1] - Rate policy adjustments are being closely monitored as they play a crucial role in shaping market expectations [1] Group 2 - Geopolitical tensions are adding to the complexity of the investment landscape, prompting a reevaluation of risk [1] - The combination of these factors has solidified the "debasement trade" as a focal point for investors seeking to navigate current market conditions [1]

(Subtitles may contain inaccuracies) We had President Lee saying that the BOK did the right thing when it held rates steady instead of cutting rates because that would boost the property market further. Saying the property market is a ticking time bomb. What's your take on whether or not the property sector is in fact one of the considerations for your monetary policy decisions.Yes. Definitely property prices, especially in metropolitan area and Seoul, affect the financial stability. And price stability is ...

Tariffs and Trade Impact - President Trump announced an additional 100% tariff on Chinese goods, raising the total tariff burden on Chinese imports to 130% [2] - Following this announcement, the S&P 500 dropped 2.7%, the Dow Jones Industrial Average fell 878 points (1.9%), and the Nasdaq Composite decreased by 3.6% [3] - Boeing shares fell 4.1% after threats of a parts export ban, highlighting the negative impact of geopolitical tensions on stock performance [4] Pharmaceutical Sector Developments - A major deal was announced to reduce prices of GLP-1 weight-loss drugs, with prices for Ozempic and Wegovy expected to drop from $1,000-$1,350 to $350, and as low as $245 for Medicare and Medicaid beneficiaries [6] - Despite the price cuts, shares of Novo Nordisk and Eli Lilly fell by 3% and 3% respectively, indicating market skepticism about the long-term benefits of price reductions [7] - Earlier, Indian generic drugmakers saw stock surges due to potential exemptions from new import tariffs, contrasting the mixed reactions to price cuts [9] Geopolitical and Economic Agreements - President Trump announced a $100 billion trade deal with Uzbekistan, which includes investments in critical minerals and aviation, although analysts question the long-term viability of such unilateral agreements [11] - The U.S. Supreme Court is reviewing the legality of recent tariff actions, with a ruling expected by early 2026 that could impact market stability [5] Meatpacking Industry Scrutiny - An antitrust investigation was launched into major meatpacking companies, causing shares of JBS NV to drop by 6.2% in after-hours trading [12][13] - The investigation is viewed skeptically by agricultural economists, who suggest it may not lead to lower consumer prices and could disrupt market efficiency [13]

Market Overview - The market is experiencing significant volatility, with the Dow down 400 points, S&P down 1.3%, and NASDAQ down 1.8% [1] - Oil prices have also seen a decline, with American oil prices falling below $60 per barrel, currently at $58, and global oil down $7 from a previous level of $70 [1] Geopolitical Factors - There is a notable geopolitical linkage affecting economics and finance, particularly with tensions involving Japan and China [1] - Japan's ruling coalition has collapsed, which has jolted markets and indicates interdependence among global economies [1] Business Sentiment - A report from KPMG highlights a prevailing tone of uncertainty in business across America, reflecting the current political climate and global market conditions [1] - The uncertainty is compounded by ongoing tariff discussions and the unpredictable nature of China's economic policies [1]

Core Viewpoint - Geopolitical tensions are increasing globally, leading countries to prioritize national security and protection [1] Group 1: Geopolitical Tensions - The rise in geopolitical tensions is a prominent theme in current news [1] - Countries are emphasizing national security in response to political and economic challenges [1] Group 2: Investment Analysis - The article aims to provide tools and knowledge for informed investment decisions through macroeconomic analysis and market trends [1]