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BOA Recaps Q2 Miners Earnings Season With Upgrades (and downgrades)
Time to Rethink Miners
Market Analysis:
BOA Mining Highlights With Upgrades (and downgrades)
North American precious metals stocks rose an average of 3.9% after Q2 results, led by SSR Mining, Kinross, and Pan American Silver, while Alamos and Centerra lagged. Guidance implies heavy H2 production ramps for New Gold and B2Gold, while Kinross and Newmont are well-positioned. WGC reported July gold ETF inflows of 23 tonnes, signaling steady but slowing investor demand. Gold slipped 1.8% to \$3,336/oz on tariff and inflation headlines, while sector equities gained modestly.
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Data on Deck: Housing/ Jackson Hole
MONDAY, AUG. 18 10:00 am Home builder confidence
TUESDAY, AUG. 19 8:30 am Housing starts July
WEDNESDAY, AUG. 20 2:00 pm Minutes of July FOMC meeting
THURSDAY, AUG. 21 PMIs , Housing data
FRIDAY,AUG. 22None scheduled1
Community Chat:
Charts and Final Market Check:
MONDAY, AUG. 1810:00 amHome builder confidence indexAug.3433
TUESDAY, AUG. 198:30 amHousing startsJuly1.30 million1.32 million8:30 amBuilding permitsJuly1.39 million1.4 million
WEDNESDAY, AUG. 202:00 pmMinutes of Federal Reserve's July FOMC meeting
THURSDAY, AUG. 218:30 amInitial jobless claimsAug.16224,000224,0008:30 amPhiladelphia Fed manufacturing surveyAug.5.015.99:45 amS&P flash U.S. services PMIAug.--55.79:45 amS&P flash U.S. manufacturing PMIAug.--49.810:00 amExisting home salesJuly4.0 million3.93 million10:00 amU.S. leading economic indicatorsJuly-0.1%-0.3%
FRIDAY,AUG. 22None scheduled
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