Gold prices fell 26% during the Iran conflict due to a stronger dollar, rising yields, and booming equities overshadowing gold's safe-haven appeal. Barclays attributes the decline to temporary factors like real interest rate normalization and Fed policy expectations, while structural drivers such as persistent inflation, policy uncertainty, and central bank demand remain strong. The bank forecasts gold prices to rise to about $4,791 per ounce in 2026 and $4,900 in 2027 as geopolitical tensions ease and inflationary pressures from energy prices persist. They also recommend exposure to gold mining stocks for investors seeking to benefit from the anticipated rebound.
Gold Royalty Corp. has increased its royalty interest in the REN gold project in Nevada by acquiring an additional 0.1875% net smelter return royalty for $6.25 million, raising its total to 1.6875% NSR and 3.5% Net Profit Interest. The REN project, o...
Gold prices have fallen nearly 25% since the escalation of the Middle East conflict, underperforming as a safe haven asset. Barclays notes that gold is close to its fair value estimate of $4,150 per troy ounce, signaling a potential rebound. The bank...
The Sprott Gold Miners ETF (SGDM) provides exposure to large, profitable gold mining companies trading at significant discounts compared to the S&P 500. These miners maintain high profit margins around 31% and generate strong cash flows, remaining pr...
