Luxury Goods Companies Face Margin Pressures as Gold Prices Soar
Gold has long been a cornerstone of luxury, adorning everything from high-end jewelry to iconic timepieces. But as gold prices surge to record levels, luxury goods companies are facing mounting pressure on profit margins—an emerging trend that investors can’t afford to ignore. Analysts warn that even though gold accounts for a relatively small share of […]
Goldman Sachs: Silver to Rise Further, but Volatility Lies Ahead
Silver’s extraordinary run in recent months has thrust the metal back into the spotlight, with investors debating whether its momentum is sustainable—or a setup for a sharp correction. Now, Goldman Sachs has added fuel to that debate. In a newly released report, the investment bank forecasts that silver prices could extend their rally, driven by […]
China’s Rare-Earth Exports Plunge in September After Export Curbs — Global Supply Chains on Alert
As global markets digest another shock from Beijing’s tightening grip on strategic resources, investors are once again reminded of just how concentrated and politically sensitive the critical minerals supply chain has become. In September, China’s rare-earth exports fell sharply, according to Reuters, following new export licensing and control measures rolled out earlier in the month. […]
Oil Recoups Losses as Investors Eye U.S.–China Trade Talk Signals
Global oil markets are staging a cautious rebound after a turbulent week, with prices rising as investors weigh the potential thaw in U.S.–China trade tensions. Brent crude climbed nearly $0.92 to $63.65 per barrel, while WTI gained $0.89 to $59.79, according to Reuters. The uptick comes after days of sharp losses triggered by soft macro […]
Copper Surges to $11,000/ton as Mine Disruptions and China Demand Hopes Collide
Copper — often called the “metal with a PhD in economics” — has surged to $11,000 per ton, a level not seen since the 2021 rally, reigniting debate over whether the market is entering a sustained bull phase or another speculative upswing. This week’s price momentum reflects a potent mix of supply-side shocks, macroeconomic shifts, […]
