On the day where we see nervousness in equity markets, probably driven by what we see in the in the Middle East and the potential for US involvement there. So European futures down, US futures down, but we will be without the liquidity there, of course, because we don't have U.S. trading. What are you watching when it comes to that overall risk appetite story.I think it's going to be an overall direction to stay. We've got some micro themes given all the central banks on tap. So it's going to be exciting fo ...

周四（6月19日）美联储于6月18日公布的利率决议维持指标隔夜利率在4.25%-4.50%不变，这一决定虽 符合市场预期，但后续鲍威尔的鹰派言论为市场带来了新的不确定性。美联储主席明确表示，尽管2025 年仍预计降息50个基点，但未来降息步伐将明显放缓，2026年和2027年预计每年仅降息25个基点。这一 表态强化了"鹰派降息"的立场，短期内对黄金形成压制。 张津镭：黄金震荡待破位！今日高抛低吸？ 昨日黄金走了一个震荡偏空行情，亚盘开盘一波回落至3370上方，随后再度回归至3400附近，不过午盘 后继续开始回落，和预期的差不多，在美盘尾盘更是刷新日内低点至3362美元。最终金价是收盘于3368 美元，日线收于一根小阴线。 故日内操作上张津镭建议： 黄金：3395-3360区间操作，止损8美金，止盈20-30美金。 从技术上来看，昨日黄金收阴，但主体结构依然还是在5、10日线的夹层区域中的，此状态说明美联储 不降息的动作稳定了黄金可能进行技术回修的需要，但是并未带来绝对的利空动能，所以短期内黄金还 需要技术性的磨合震荡，大概率还是要围绕均线夹层区间来运行。上方可关注3480附近争夺，下方关注 10日线3365附 ...

Global stocks are falling and oil prices are spiking Friday as Israel's attacks on Iran's nuclear program and military leadership sparked worries of a broader Middle East conflict and drove investors into safe-haven assets. https://t.co/FDqOxjaiLi ...

Moments ago, Israel launched Operation Rising Line, a targeted military operation to roll back the Iranian threat to Israel's very survival. This operation will continue for as many days as it takes to remove this threat. This is Horizons, Middle East and Africa.That was Israeli Prime Minister Benjamin Netanyahu vowing to continue operations against Iran for as long as it takes. Israel launching a series of airstrikes at Iranian nuclear sites. Tehran warning of a harsh response against the U.S. and Israel.O ...

So, what does this move away from the traditional safe haven asset tell you about where the market is heading, Tim. Well, if they're if they're vacating Treasury assets, you'd think yields would be higher. So, I mean, I think some of that is is somewhat conflicting, but I I think the the the confluence of ECB last week getting out there saying, "Hey, I think we're done in the short term, even though inflation is a little sticky. It's kind of not moving anywhere." And I think at this point, their doubbishnes ...

May 30, 2025 01:46 PM GMT Cross-Asset Brief Are US Assets Losing Their Safe-Haven Allure? Key Debates in Under 5 Minutes: May 2025 Don't have a lot of time? Here are some brief thoughts on a few key cross-asset debates we've had with investors in May on our out-of-consensus calls. 1) Could expected fiscal expansion lift term premium significantly? No, we expect growing deficits to be funded mostly by T-bills 2) Is it time to get strategically constructive on Chinese risk assets? No, domestic deflation and t ...

Prices of the yellow metal catapulted to a record high of $3,500 per ounce on April 22 amid President Trump's criticism of Federal Reserve Chair Jerome Powell and call for an immediate reduction in interest rates. Increased purchases by central banks, hopes of interest rate cuts, and geopolitical tensions are expected to support gold prices. Let's dive deep and closely compare the fundamentals of these two gold miners to determine which one is a better investment now. The Case for Harmony Harmony is South A ...

Industry Overview - Gold mining stocks have seen a significant rise in valuation due to a surge in gold prices, which reached $3,336.43/ounce on May 21, driven by concerns over U.S. government debt, weak demand for long-term treasury bonds, and a declining U.S. dollar [1][3] - Historically, gold prices rally when bonds become less attractive, particularly in low-interest-rate environments, making gold a preferred investment option [2] - Geopolitical tensions and fiscal uncertainties are prompting investors to seek safe-haven assets like gold, with eroding confidence in the U.S. administration's fiscal and monetary policy contributing to gold's upward movement [3][5] Market Sentiment - Market participants are optimistic about the gold sector, with firms like Goldman Sachs and JP Morgan forecasting gold prices could reach $4,000/ounce by 2026, indicating continued bullish momentum [4] - Gold has gained 27% so far in 2025, making it one of the best-performing assets [4] Company Performance - AngloGold Ashanti plc (AU) has an expected earnings growth rate of 57.5%, with a Zacks Consensus Estimate for current-year earnings improving by 39.8% over the past 60 days, holding a Zacks Rank 1 and a VGM Score of B [8] - Newmont Corporation (NEM) has an expected earnings growth rate of 12.6%, with a Zacks Consensus Estimate improving by 25.2% over the past 60 days, also holding a Zacks Rank 1 and a VGM Score of A [9] - Gold Fields Limited (GFI) has an expected earnings growth rate of 50.8%, with a Zacks Consensus Estimate improving by 7.6% over the past 60 days, maintaining a Zacks Rank 1 and a VGM Score of B [10] - B2Gold Corp. (BTG) has an expected earnings growth rate of 231.3%, with a Zacks Consensus Estimate improving by 35.9% over the past 60 days, holding a Zacks Rank 2 and a VGM Score of A [11]

2025年的春天，全球资本市场的硝烟从未如此浓烈。当美债收益率在政策摇摆中剧烈震荡，当A股在产 业博弈中反复筑底，黄金价格却以摧枯拉朽之势突破每盎司3200美元大关，品牌金店的足金报价更是一 度冲破千元/克门槛。这场持续两年的避险狂潮，正在重塑全球资产的底层逻辑——当"不确定性"成为 新常态，谁能在黄金霸权之外开辟新的价值锚点？ 美联储货币政策转向已进入倒计时。历史数据显示，首次降息后3个月内，铜、白银等工业属性贵金属 平均涨幅达18%，远超黄金的7%。而中美贸易协议的落地可能催生新主线：受益于关税减免的新能源 汽车、跨境支付、生物科技板块，或复制2024年鸿蒙智行产业链的爆发轨迹。更隐秘的机会藏在"非对 称风险"中——当市场集体押注降息时，做多波动率指数（VIX）的衍生品可能成为黑天鹅保险。 黄金神话背后的三重裂痕 黄金的暴涨绝非偶然：美联储降息预期、地缘冲突升级、数字货币体系动荡共同编织了这张避险之网。 但细察市场肌理，黄金的"绝对安全"已显疲态。5月中旬，中美关税谈判取得突破性进展，黄金ETF单 日跌幅近2%，暴露出传统避险资产对政策转向的脆弱性。更值得警惕的是，全球央行连续17个月的黄 金增持潮背后， ...

Group 1 - The trade talks between China and the U.S. resulted in lower tariffs, boosting market sentiment and leading to a significant increase in stock prices at the start of the week [1] - Newmont Corporation (NEM) experienced a decline of 4.9%, trading at $51.33, marking its worst daily percentage drop since early April, despite a 20% year-over-year gain [2] - Options traders showed bullish sentiment with a 50-day call/put volume ratio of 4.27, ranking higher than 78% of readings from the past year [2] Group 2 - Short-term traders have also leaned bullish, indicated by NEM's put/call open interest ratio of 0.61, which is in the 34th percentile of annual readings [3] - Newmont stock has outperformed options traders' volatility expectations over the last 12 months, with a Schaeffer's Volatility Scorecard (SVS) of 82 out of 100, suggesting a favorable environment for options trading [3]