US Morning News Call | First Rate Decision Amid Trump's "Tariff War" Announced Today
How to cope with the USA's reciprocal tariffs? Citibank is bullish on Gold and Silver, and bearish on oil.
Citi remains Bullish on Gold, Bearish on Oil, and Bullish on arbitrage trading between the New York Commodity Exchange (COMEX) and the London Metal Exchange (LME) Copper.
【Brokerage Focus】CITIC SEC: The Golden Industrial Concept stocks have a solid rebound logic for 2025.
Jinwu Financial News | CITIC SEC stated that since early 2025, domestic gold company stock prices have significantly underperformed gold prices. The main reasons identified are: 1) Performance disruptions of gold enterprises, mainly manifested in the continuous downward revision of performance expectations since 2023; 2) The current rise in gold prices is mainly due to the risk-averse sentiment and trade factors triggered by USA tariff policies, with the market expressing doubts about the sustainability of future gold price increases, highlighting a 'fear of heights' sentiment. The company expects that the improvement in gold enterprises' performance realization and the verification of the sustainability of high gold prices will become the core logic for the rebound of Golden Industrial Concept stocks. The company pointed out that as multiple projects of domestic gold enterprises are completed and put into production, the company measures.
CITIC SEC: With high gold prices and a significant increase in production this year, Golden Industrial Concept stocks are expected to welcome a rebound.
CITIC SEC believes that with the incremental projects concentrated in production in 2025, it may become a "big year" for the performance of domestic gold companies.
Gold Rises to Another Record on Wave of Middle East Violence
Gold Surpasses $3,000/oz, But Still Far From 1980's Inflation-Adjusted Peak
After the gold price surpassed 3,000 dollars, the "heavy" Silver began to receive more favor.
① The threat of USA tariffs and the complex geopolitical situation have led to an increase in safe-haven demand, resulting in Gold prices exceeding $3,000; ② Analysts point out that Silver has a greater potential for increase than Gold, as data shows that Silver Futures on the Cboe have risen over 16% this year, surpassing Gold; ③ Silver is currently undervalued compared to Gold, and due to its strong industrial properties and the possibility of shortages, its price is expected to rise strongly this year.
Big News: Gold Hits Fresh Record of US$3,020 an Ounce
ANZ Bank: Increasing tariffs raise demand for safe havens, gold prices may hit 3,200 USD.
ANZ Bank significantly raised its Gold price expectations: the target for the next three months is set at $3,100 per ounce, while the six-month expectation reaches $3,200.
Trending Industry Today: SD GOLD Leads Gains In Gold Stocks
Express News | Spot Gold Hits Record High over 3,011/Oz
Hong Kong stocks are moving | Golden Industrial Concept stocks are collectively rising as gold prices once again breach the 3000 mark. UBS Group has raised the Target Price for gold to 3200 USD.
The Golden Industrial Concept collectively rose, as of this writing, SD GOLD (01787) increased by 5.33%, trading at 17.78 HKD; LINGBAO GOLD (03330) rose by 4.58%, trading at 6.16 HKD; Zijin Mining Group (02899) increased by 4.34%, also trading at 17.78 HKD.
Gold Prices Hit Record High Above $3k as Israel Conducts Strikes on Gaza
Concerns over a recession in the USA combined with renewed tensions in the Middle East have resulted in Gold rising above $3000, setting a new historical high.
On Tuesday in the Asian market, spot Gold climbed above 3000 dollars per ounce, reporting at 3007.06 dollars per ounce at the time of writing. The USA retail sales fell short of expectations, casting a shadow over the economic outlook, coupled with renewed conflict in the Middle East, boosting demand for safe-haven Gold. So far this year, Gold prices have risen by more than 14%.
Gold Holds Near $3,000 as US Data Adds to Concerns Over Slowdown
Why Higher Gold Prices Are the 'Path of Least Resistance'
Gold ETFs at All-Time High as Bullion Surges Past $3000
U.S. Global Investors Announces Continuation of Monthly Dividends, Shares Positive Outlook for Gold Equities as Gold Tops $3,000 for the First Time Ever
Watch the Fed Decision to Know Where Gold Is Headed Next
Gold Futures Close Marginally Lower As Markets Monitor Shifts In Geopolitical Sentiment