Increasing Fair Value Estimates for Mining Stocks as…
Gold prices have risen 19% so far in 2025 and are at historical highs. Tailwinds include a flight to safety on falling share markets, tariff worries, geopolitical instability, a weaker US dollar, and rising inflation expectations. Central bank buying is strong and ETF flows are positive. Why it matters: We update our gold price forecasts. […]
Gold Stocks Resist Market Trends – MINING.COM
Stock image. Gold stocks are increasingly standing out in stock markets slammed by Trump’s massive tariffs. While general stocks plunge into a deeper correction threatening a bear, gold stocks just broke out to a dozen-year secular high. The gold miners are earning their richest and fattest profits ever with gold prices so lofty, leaving their […]
Weekly Market Outlook: FOMC Minutes, Tariff Updates, and Inflation on the Horizon
Markets weekly outlook – FOMC minutes, tariff developments and inflation ahead The upcoming week will focus on U.S. President Donald Trump’s plans for new tariffs. Alongside this, markets will also watch U.S. jobs data, an Australian central bank meeting, and a key eurozone inflation report. Asia Pacific Markets The main focus this week in the […]
Atlanta Finance Professor Explores Timing of Price Increases on Select Items – WSB-TV Channel 2
Atlanta finance professor discusses when we’ll see prices increase on certain items – WSB-TV Channel 2 ATLANTA — While tariff tensions are high, the stock market is taking a hit. A metro Atlanta financial analyst told Channel 2′s Courtney Francisco when you can expect prices to rise here locally. Shoppers in metro Atlanta are paying […]
Tariffs: An Avoidable Economic Disaster
The tariff hikes announced April 2, if maintained, represent a self-inflicted economic catastrophe for the US. We haven’t yet published a full update, but we’ll likely be reducing our US real GDP growth forecast for 2025 and 2026. The upward impact on inflation will likely be of a similar magnitude. But the impact on inflation […]
Strategies of a Leading International Stock Fund for Success
Amid the uncertainty wrought by US President Donald Trump’s trade war, non-US stock markets have posted strong gains, lifting funds like the Bronze-rated Sun Life MFS International Opportunities F. Yet Greg Johnsen, institutional portfolio manager at Boston-based MFS Investment Management and a member of the team that oversees this fund, remains upbeat about the prospects […]
Canada’s Stock Market Declines Amid Intensifying Global Selloff
Canadian markets swooned second consecutive day, with Morningstar Canada index plummeting 3.25% in the morning as Trump’s trade war intensified Thursday’s global selloff. The S&P/TSX Composite Index started the morning 3.08% lower at 23,504.48 points, resulting from a broad-based selloff, led by energy and mining stocks, as the trade war whipped up selling frenzy and […]
Effects of Tariffs Lead Us to Scale Back US Shale Production…
Editor’s Note: This analysis was originally published as a stock note by Morningstar Equity Research. On April 2, 2025, US President Donald Trump unveiled a tariff plan calling for a 10% baseline tariff on all imports, with select countries facing higher tariffs. In addition, the Organization of the Petroleum Exporting Countries and partners will raise […]
Market Reacts: Following Trump Tariffs Inducing Selloff, China Seeks ‘Equal-Footed Consultation’ with the US
‘Market has spoken’: After Trump tariffs spark selloff, China calls US for ‘equal-footed consultation’ | World News After global stock markets took a stumble, China Saturday said “the market has spoken” in rejecting US President Donald Trump’s tariffs. Chinese foreign ministry spokesperson Guo Jiakun, in a post on Facebook, called on Washington for a consultation […]
Big Three Oilfield Services: Effects of Tariffs on…
Editor’s Note: This analysis was originally published as a stock note by Morningstar Equity Research. President Donald Trump unveiled a broad new tariff plan. The plan calls for a 10% baseline tariff on all imports. China will face higher tariffs. The Organization of the Petroleum Exporting Countries and partners, or OPEC+, will also raise crude […]