As reciprocal tariffs take effect, premiers' symbolic resistance and questions around Mark Carney's Brookfield ties highlight the gap between political posturing and Canada's deep economic dependence on the United States. ...Read More
After climbing roughly 20 percent in a matter of weeks to the $69 area, silver has reclaimed the market's attention. Structural deficits, resilient industrial demand, and a fresh wave of investment interest have collided. The question now circulating among traders and long-term holders is whether the next major psychological level $ 100 has moved from speculative fantasy into the realm of plausible outcomes. ...Read More
Electrum Group chairman Thomas Kaplan calls a tenfold rise in gold "inevitable" and puts $30,000 to $50,000 on the table. In a market already redefined by central-bank buying and fiscal strain, the question is no longer whether extreme targets exist it is whether the structural forces Kaplan cites can actually deliver them. ...Read More
A sharp rise in gold call-option buying is creating a mechanical feedback loop that can accelerate moves in either direction. With gold already reclaiming key technical levels near $4,600 and official-sector demand remaining firm, Goldman Sachs now sees meaningful upside risk to its own year-end forecast and the possibility that the next leg higher arrives faster than the base case assumes. ...Read More
London Metal Exchange stocks have slid toward multi-year lows while consumption in transport, construction, packaging and the energy transition remains resilient. The market is tight, the deficit narrative is intact, and the question facing traders and producers is whether the next move in aluminium prices is still higher. ...Read More
Both metals have surged with the broader precious metals complex, yet their supply stories, industrial footprints, and investor bases diverge sharply. One is riding a multi-year structural deficit and explosive investment interest; the other sits near production cost floors with steady automotive and industrial pull. The real question is which imbalance has further to run. ...Read More
When trade talks collapsed at midnight and 50% tariffs hit billions in Canadian exports, the deeper reality became impossible to ignore: Canada's prosperity remains tightly bound to the American market and a prolonged confrontation carries steep costs for the Canadian dollar, manufacturers, and workers. ...Read More
As gold punches decisively through its 200-day moving average and options dealers are forced to chase the move higher, Goldman Sachs sees meaningful upside risk to its own year-end forecast. For Canada's gold and silver producers, the combination of mechanical buying, persistent official-sector demand, and renewed Western investment flows creates a powerful near-term tailwind. ...Read More
In a week that was supposed to be quiet, Goldman Sachs' head of hedge-fund coverage pointed to renewed buying in gold, a tentative reclaim of the 200-day moving average, and the metal's role as protection against global debt-and-deficit concerns. For Canada's gold producers, the message is clear: fiscal anxiety in the world's largest economies continues to underwrite a supportive backdrop. ...Read More
When one of Wall Street's more independent voices flags deteriorating public finances in the world's two largest developed economies as a clear tailwind for the metal, the market pays attention. With U.S. Treasury debt above $40 trillion and Japanese fiscal pressures mounting, the gold price outlook is being rewritten around a simple, uncomfortable idea: governments that cannot easily tighten policy may ultimately support higher gold prices. ...Read More
What began as a niche experiment in putting bullion on the blockchain has quietly grown into a multi-billion-dollar market. With Tether Gold's reserves and market value swelling on the back of genuine investor inflows, the real question is no longer whether tokenized gold works it is how far the model can scale before traditional gold vehicles are forced to adapt. ...Read More
For the first time on an annual basis, copper delivered more than half of BHP's underlying earnings proof that the red metal has shifted from supporting actor to lead performer. With data-centre buildouts, grid expansion and stubborn supply constraints colliding, the question is no longer whether copper matters. It is how far the current copper market outlook can stretch before the next reality check arrives. ...Read More
Distilled wisdom from a buy-side geologist who has spent two decades separating process-driven discovery from promotional noise essential lessons on people, capital, and probability for anyone serious about junior mining equities. ...Read More
While Goldman's formal year-end gold price target has evolved, the bank's latest commentary on options-driven upside and the structural bid from central banks keeps the $5,400 level alive in market imagination prompting a fresh look at whether the SPDR Gold MiniShares Trust (GLDM) offers the cleanest, cheapest vehicle for investors seeking gold exposure without the higher fees of its big brother. ...Read More
After gold prices surged more than 5% this week to levels above $4,620 the strongest weekly advance in months driven by renewed gold safe haven demand amid Treasury market jitters and geopolitical friction, the real question isn't whether the metal can keep climbing. It's whether this gold rally is the start of something structural... or just another head-fake in a market that has already taught investors expensive lessons in 2026. ...Read More
In a rare extended interview on his investment philosophy, paired with this week's aggressive long-end Treasury buybacks, the Treasury Secretary signals a willingness to use every tool to prevent market failure moves that historically erode confidence in pure fiat and elevate hard assets like gold as the ultimate backstop. ...Read More
As the U.S. shifts to a full economic siege of Iran, deploys a fresh aircraft carrier, and faces Iranian accusations of "economic terrorism," the resulting oil-price volatility and heightened geopolitical risk are reinforcing gold's role as a portfolio refuge delivering a timely margin tailwind for Canada's gold producers. ...Read More
As the U.S. Treasury's surprise long-end buybacks unravel within 24 hours and JPMorgan warns of lasting damage to market trust, gold's resilience above $4,500 underscores a deepening flight to safety creating a powerful tailwind for Canada's gold producers amid higher term premiums and persistent budget deficits. ...Read More
As U.S. risk assets slide, oil spikes on Iran tensions and Treasury yields reclaim lost ground, gold's decisive break above $4,500 and its 200-day moving average offers Canadian gold producers a rare margin tailwind amid broader market turmoil. ...Read More
After gold reached Morgan Stanley's fourth-quarter 2026 target of $4,450 per ounce ahead of schedule, the bank outlines a path toward prices exceeding $5,000 in 2027 driven by revived gold ETF demand, sustained central bank gold buying, potential Fed rate cuts, and fiscal concerns while cautioning that the gold rally will likely remain volatile amid shifting real yields and global gold demand dynamics. ...Read More