Morgan Stanley maintains an upside bias for gold toward $5,200 per ounce in the second half of 2026, but warns that Western ETF inflows currently the missing demand engine will determine whether the target is achievable amid a hawkish Federal Reserve and elevated real yields. ...Read More
While gold prices continue to ease on reduced geopolitical risk and hawkish Fed signals, Canadian-listed gold equities are showing relative strength a classic divergence that often precedes sector outperformance in undervalued markets. ...Read More
As bullion plunges 30% from its January 2026 highs amid rising rate-hike expectations and the fading debasement trade, Canadian gold producers and explorers with strong balance sheets and low costs stand to benefit from one of the more attractive valuation resets in recent cycles. ...Read More
In the high-stakes race to break China's chokehold on rare earths, America's two leading domestic hopefuls are now locked in litigation that exposes the fierce competition, technical vulnerabilities, and strategic urgency defining the West's supply chain scramble. ...Read More
With sentiment at rock-bottom levels not seen since 2015, record miner profits, and cash-rich balance sheets, seasoned investor David Erfle urges contrarian accumulation now buy the boredom, trim the euphoria, and stay patient for the next parabolic leg higher. ...Read More
With gold supported by central bank buying, silver benefiting from chronic deficits and explosive industrial demand, and copper facing potential near-term surpluses, investors must weigh monetary safe-haven characteristics against cyclical industrial exposure in a volatile macro environment. ...Read More
Despite gold's sharp 2026 correction from record highs, Bank of America highlights compelling valuations in gold mining stocks, with attractive multiples, strong free cash flow potential, and operating leverage that could drive significant upside as the metal recovers. ...Read More
After dramatic 2025-2026 gains followed by a sharp correction, silver's unique blend of record industrial demand (solar, EVs, AI) and monetary safe-haven appeal positions it for potential outperformance versus copper, which faces near-term macro headwinds and shifting supply dynamics. ...Read More
Despite trimming its 2026 average price forecast amid softer near-term investor demand, JPMorgan maintains a strongly bullish long-term stance, targeting $6,000/oz by Q4 2026 and up to $6,300/oz in 2027, citing resilient central bank buying and structural tailwinds as reasons for investors to consider current levels after the sharp correction. ...Read More
While maintaining an upside bias for gold in the second half of 2026, Morgan Stanley warns that a more hawkish Federal Reserve could slow the return of Western ETF demand, potentially pushing the timeline for reaching $5,200 per ounce further into the future. ...Read More
After a sharp ~25% correction from early 2026 highs, institutional fund managers now view gold as the least overvalued asset in more than two years amid rising stagflation concerns but does this signal a compelling entry point for long-term investors? ...Read More
Despite a cooling domestic market and modest official PBOC additions, China imported a massive 163 tonnes of gold in May 2026 the highest in over two years signaling resilient Asian physical demand that could underpin global prices and benefit high-quality Canadian gold producers. ...Read More
As Canada confronts 1970s-style producer price shocks, a weakening loonie near 25-year lows, and a cost-of-living crisis that is quietly stripping joy from everyday life, gold emerges not as a speculative bet but as essential insurance for preserving purchasing power amid policy missteps and stagflationary pressures. ...Read More
Gold mining equities deliver powerful leverage to rising bullion prices and have outperformed the metal in multiple cycles, yet their amplified swings demand rigorous analysis, strong risk management, and a long-term horizon for precious metals investing. ...Read More
Amid a sharp 20-25% correction from early 2026 record highs near $5,589/oz to levels around $4,100-$4,200/oz in mid-June, seasoned investors and analysts see an opportunity in leveraged gold mining equities as structural bull market drivers remain intact and margins expand on any recovery. ...Read More
Renowned resource investor Eric Sprott backs the junior explorer's push to commercialize Canada's first confirmed subsurface natural hydrogen system in Saskatchewan, strengthening the balance sheet for expanded drilling and critical minerals advancement amid growing interest in domestic clean energy sources. ...Read More
Technical breakdowns, persistent macro pressures, and selective analyst downgrades suggest the sharp 2026 pullback in gold may have further to run before any meaningful recovery takes hold despite longer-term structural support. ...Read More
Despite trimming its 2026 average price forecast amid a sharp correction from record highs, JPMorgan maintains a strongly constructive stance on the gold bull market, citing resilient central bank demand, fiscal risks, and geopolitical tailwinds as reasons for investors to view current levels as a potential gold investment opportunity. ...Read More
After a sharp correction from record highs, HSBC's latest analysis points to a healthy consolidation phase in the gold market driven by structural demand from central banks, fiscal pressures, and safe-haven needs creating potential entry points for disciplined precious metals investors with a long-term horizon. ...Read More
From Enbridge's U.S. pivot and regulatory paralysis to Carney's eulogy for the old order, Canada's resource sector faces historic stress. Speculators who read the geopolitical tea leaves can still profit. ...Read More