Weekly Metal & Mining Stock Roundup

Gold briefly breaches US$1,800/oz

Ben McGregor | July 3, 2020

The gold futures price closed above US$1,800/oz for one day this week, and while it retreated after to end the week nearly flat at US$1,773, this was a key level for the market, and marked a new seven and a half year high.Read More

Gold at highest levels in over seven years

Ben McGregor | June 25, 2020

The gold futures price jumped 2.7% this week, breaking above a US$1,770/oz resistance level that had held for two months, while the spot gold price reached US$1,757/oz, near its highest level in seven and a half years.Read More

Gold continues its high level holding pattern

Ben McGregor | June 19, 2020

The gold price edged down -0.2% this week, and continued to trade around the middle of its range over the past two and half months. Looking at the gold price in a longer historical context, this week we compare gold to the monetary base.Read More

Gold remains preferred hedge against risk surge

Ben McGregor | June 12, 2020

Gold rose 0.9% this week to US$1,735/ounce, off lows of US$1,689/ounce (Figure 1), and the third reversal off dips around US$1,700 in a month, as gold remains a preferred hedge against surging economic risk and a 75 year low in global growth.Read More

Miners dip with strong gold price already baked in

Ben McGregor | June 5, 2020

Gold was down -0.8% this week, but was relatively volatile interweek, in keeping with a price bouncing between US$1,680-US$1,760/ounce for the past two months, with risks neither subsiding or increasing enough to lead to a breakout either way.Read More

Miners dip as gold pauses on global health risk declines

Ben McGregor | May 28, 2020

Gold was up 0.5% this week, but has declined -1.9% off its most recent peak over the past two weeks, as global health risks have begun to decline; we look at falls in the gold price in the 2009 to 2012 bull market this week to put this retreat in context.Read More

Gold breaks out briefly, junior miners see gains

Ben McGregor | May 21, 2020

The gold futures price reached US$1,767/ounce this week before retreating, which was the second time it has surpassed US$1,760 in the past two months, marking some of gold's highest levels in several years.Read More

Global gold mining stocks take a pause

Ben McGregor | May 15, 2020

The global gold mining sector was generally flat this week, as the gold futures price edged up less than a percent, and investors likely locked in some profits after the substantial two month rebound in the sector.Read More

Junior Gold Miner Weekly May 8 2020

Ben McGregor | May 8, 2020

The gold price paused this week, with the futures dipping a marginal -0.9%, but gold mining stocks continued to rise, with the GDX up 8.6%, as decent Q1/20 results came through this week,while the GDXJ rose 7.5%. Read More

Junior Gold Miner Weekly May 1 2020

Ben McGregor | May 1, 2020

The GDXJ this week briefly returned to its levels prior to the financial crisis, before sliding about 5% below pre-crisis levels, as gold has remained strong and concerns that juniors would have severe difficulty sourcing capital have begun to subside.Read More

Gold mining stocks have strong week April 24 2020

Ben McGregor | April 24, 2020

While the nearest gold futures price ticked up just 1.6% this week, gold mining stocks generally surged, as investors seemed to be considering that gold holding above US$1,600 may not be a blip, but rather the new normal.Read More

Junior Gold Miner Weekly April 17 2020

Ben McGregor | April 17, 2020

While the gold price rise paused this week, with the nearest futures contract near flat at - 0.6%, this is still a 17% recovery off the lows, and a 9% gain from pre-crisis levels, and the global junior gold mining sector continued to curb its losses since the crash.Read More

Junior Gold Miner Weekly April 10, 2020

Ben McGregor | April 10, 2020

Gold continued to be one of the strongest global assets this week, with the futures up 6% to multi-year highs of US$1,741, and gold is still up 10% over two months, when the S&P 500, Eurostoxx, silver, copper and crude all saw double digit declines.Read More

Junior Gold Miner Weekly April 3 2020

Ben McGregor | April 3, 2020

Gold dipped 1.9% this week, marking a period of relative calm compared to the chaos of the previous two weeks, and importantly gold has maintained an average price of over US$1,600/ounce during the crash.Read More

Junior Gold Miner Weekly March 27 2020

Ben McGregor | March 27, 2020

This week was crucial for gold, as even just a week ago there were still concerns that margin call driven selling could continue to drag down the metal.Read More

Junior Gold Miner Weekly March 20 2020

Ben McGregor | March 20, 2020

After holding up well in the first two weeks of the current market crisis, gold was hit this week, falling 10%, but has declined much less than equity markets and other major commodities over the past month.Read More

Junior Gold Miner Weekly March 14 2020

Ben McGregor | March 14, 2020

Following 'the great crash of 2020' of the past three weeks, in this report we compare gold's recent performance versus the S&P 500 index to the last three material US market crashes, 2008, 2000 and 1987.Read More

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