#gold #investing - Gold Price Surge | Bank of Japan Intervention | Fed Holds Rates: Andrew Mitrich

26 January 2026Fed Rate Decision: Investors expect the Federal Reserve to hold rates steady despite political pressure, signaling confidence in economic resilience. However, this high certainty creates a risk if economic data suddenly weakens.

Bank of Japan Intervention: Suspected central bank intervention caused a sharp drop in the USD/JPY exchange rate. This threatens the "yen carry trade," potentially triggering a sell-off in US markets. US Tariff Reversals: The White House suspended tariff threats against Europe but targeted Canada, causing the US dollar to fall. This erratic policy increases geopolitical risk and forces investors to adjust currency hedges. Gold Price Surge: Gold is nearing $5,000 an ounce as institutional investors seek safety. This safe-haven buying reflects deep concerns over inflation, fiscal stability, and geopolitical tensions. IMF 2026 Growth Forecast: The IMF upgraded its global growth projection to 3.3%, citing strong tech investments. This provides a psychological boost to equity markets amid high interest rates. Adani Group Plunge: Shares of Adani Group plummeted after US regulators bypassed India to serve Gautam Adani with fraud summons. This legal escalation poses significant risks for emerging market lenders. Amazon Layoffs: Amazon is reportedly preparing to cut thousands of corporate jobs in early 2026. This reflects a cooling in corporate spending and an ongoing efficiency drive in Big Tech. Defense Sector Boom: European defense stocks surged, highlighted by the massive Amsterdam IPO of CSG. Investors are betting on increased European military spending despite broader economic uncertainties.

The price of an ounce of gold surged past $5,100 on Monday as investors flock to precious metals and away from currency and treasury markets. The trend underlines growing global uncertainty fuelled by debt concerns, US President Donald Trump's attacks on the Federal Reserve and general geopolitical uncertainty. Also in this edition, Canadian PM Mark Carney says he has "no intention" of pursuing a free trade agreement with China. Finally, a plush toy horse with a frown could be the star of the upcoming Lunar New Year.

##Gold ##PreciousMetals ##DebasementTrade

#Investment #Gold - Goldfields (GFI) Surges: A Billion Dollar Cash Turnaround: TalkTickers Podcast

 

24 August 2025

Goldfields (GFI), the global gold mining giant, just delivered a stunning Q2 2025 earnings report, far surpassing Wall Street expectations. The company recorded an incredible 90% EPS beat, with earnings per share reaching $1.15 against a consensus of $0.59. This phenomenal performance was underscored by a massive $952 million in free cash flow, marking a remarkable billion-dollar turnaround from the previous year and signaling robust financial health. Revenue also surged by 40% year-over-year to $3.09 billion, demonstrating strong operational execution amidst a powerful gold market. -------- This dramatic outperformance wasn't merely a result of high gold prices; it stemmed from strategic execution, including the successful ramp-up of the Salares Norte mine in Chile and the consolidation of 100% ownership of the Gruyere mine in Australia. These moves add crucial long-life ounces, bolstering reliable gold production. Goldfields' stock has significantly outpaced its peers, with impressive year-to-date returns, reflecting enthusiastic market response. CEO Mike emphasized a clear strategy to grow cash flow per share, translating into tangible investor rewards like a 133% interim dividend hike, balanced with disciplined investments in future growth and a rock-solid balance sheet with a net debt to EBITDA of 0.37x. 

Looking ahead, Goldfields has a packed schedule of milestones, including a capital markets day in November, anticipated to further detail their long-term outlook and potential for higher dividends. TalkTickers is initiating coverage with an outperform rating, believing the company is firing on all cylinders, poised for continued momentum. Key metrics to watch include all-in sustaining costs (AISC) as production ramps up, crucial for sustaining cash flow. For experienced investors, a "dividend dominator" trade idea using 12-18 month call options is suggested to capitalize on both growth and increasing dividends, though this is not financial advice. 

AI Disclaimer: This video was generated with the help of AI. All insights are based on factual data, but the presentation may include creative commentary for engagement purposes. 

 Financial Advice Disclaimer: The content in this video is for informational purposes only and should not be considered financial advice. Always do your own research or consult a financial advisor before making any investment decisions. Always refer to official earnings reports and consult with a financial advisor before making any decisions.

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