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Hey hey – another week is upon us, so let’s dig in. Metals, stocks, and above all, opportunities.
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- Gold to extend rally as Trump openly derides Fed’s chair Powell, gold miners to benefit
- US markets, dollar weakness with Technology, Consumer Discretionary and Communication Services likely to see more damage, while Energy and defensive plays to remain sturdy
- Economic indicators & rate decisions: Aussie markets fully pricing in a 25bp rate cut in May, despite rebound in jobs; other countries to come
- Earnings: Gold miner season kicks off with Newmont $NEM and Agnico Eagle $AEM, key aspects in focus being capital returns, M&A linked to strength in gold prices and geopolitical risk
- US copper supply could soar in the medium term with the announcement of a fast-tracked permitting process (FAST-41). Miners $RIO $BHP to see upside from the inclusion of Resolution, their proposed mine in Arizona
- Australians to vote on May 3: Liberals promise to be a “friend of the mining and resources sector”, support nuclear energy
Gold likely to end above $3,400/oz, as sectors scramble to adapt.
ICYMI
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