Hot PPI Sinks Gold, Freight Stocks: 10 Names To Watch Thursday

Gold, precious metals miners and freight stocks took the brunt of Thursday's hot producer inflation print. A 24.1% monthly explosion in diesel prices went straight into transportation costs, while a

BenzingaSep 10 21:42

HSBC: Global commodities enter "super bull market" amid confluence of Iran war, Russia-Ukraine conflict, and El Niño

HSBC believes that the market has entered a phase of "super squeeze," with commodity prices likely to remain elevated for an extended period.

wallstreetcnSep 10 21:34

The size of U.S. long-term Treasury bond repurchases may reach up to $6 billion, falling short of market expectations.

The U.S. Treasury has tripled the cap on its long-term bond buyback program to $6 billion, marking the latest effort by Treasury Secretary Bessent to curb rising long-term borrowing costs. However,

wallstreetcnSep 10 00:16

World Gold Council: Global gold ETFs attracted $18 billion in inflows in August, marking the second-largest monthly inflow on record.

More updates to follow.

wallstreetcnSep 9 20:53

Is the gold bull market set to make a comeback? Goldman Sachs discusses "entry timing": $4,000 before the Fed's September meeting!

① Anthony Kim, Global Head of Metals Trading at Goldman Sachs, stated that gold's underperformance since February represents merely a pause rather than the end of the bull market, with prices expected to reach new highs in the medium term; ② Goldman Sachs projects gold prices will rise to $4,900 per ounce by the end of 2026, with $4,000 serving as key support, and recommends establishing long positions near this level ahead of the Federal Reserve's interest rate decision meeting.

cls.cnSep 9 15:53

Copper prices hit new highs as global mine supply outlook weakens: Morgan Stanley lowers production growth forecast, with output poised for its first annual decline since 2017

Morgan Stanley has lowered its forecast for global copper mine supply growth to near flat or even negative. The rationale behind copper prices hitting new highs is shifting from short-term inventory restocking to a resonance of tightening supply and rising demand: Chilean output remains under persistent pressure, while expanding demand from data centers and the energy transition further reinforces the tight balance between supply and demand.

wallstreetcnSep 9 10:34