Dear Readers,
in addition to inflation and the first good company figures, even from American banks, ensured that investors were in a buying mood. For example, the DAX increased by +0.62% Dow Jones by +1.4%.
Source: Wall Street Online.de
Tech stocks, on the other hand, were not as strong as standard stocks. While the Nasdaq 100 was able to survive the weekend with a “mini plus” of around 0.3%, the TecDax lost around 0.6%.
Energy sector and precious metals!
The energy sector was also able to grow. The two most important global oil benchmarks rose last week for the fourth time in a row. According to market observers, the China/OPEC duo, which is accelerating its recovery with dynamic imports and exports, is responsible for the increases, while OPEC+ is reducing global supply with its production cuts. Investors also seem to see the rise in oil prices as an economic recovery, which is why it is assumed that prices will continue to rise.
The price of gold is also rising and has even reached the USD 2,046 per ounce mark over the course of the week, although it went down again on Friday. Here too, falling inflation data is having an impact as bond yields fall, which is good news for gold buyers.
Source: Wall Street Online.de
In addition, the World Gold Council has reported that the physical gold-backed ETF has seen strong net inflows over the past month.
Macroeconomic and geopolitical influences leave investors cold!
Even geopolitical news that China has encircled Taiwan and macroeconomic news such as US March inflation numbers left investors cold. Although price increases in the USA were slightly below expectations at 5% compared to the previous year, they are still high. Core inflation, which excludes increases in energy and food prices, was 0.4% on a monthly basis and 5.6% on an annual basis in March.
Conclusion:
Earnings season has got off to a good start and equity markets continue to thrive across most of the world, thanks in particular to the strong results from major US banks. Although volatility could remain high depending on the next corporate results, the modest decline in inflation figures has reassured investors about the trajectory of Fed interest rates. However, with all the good sentiment, it’s also worth bearing in mind that rising oil prices could add fuel to the inflation data.
This, in turn, leaves us optimistic about commodity and precious metals stocks. You can read in the following articles in our weekly review why an investment in such shares is still worthwhile.
Uranium Energy / Millennial
Potash
Energy and nutrition – two basic needs
People have needs such as water, food, oxygen and they want to be sufficiently supplied with energy.
Century Lithium / ION
Energy
Experts expect lithium prices to rise
Battery metals, most notably lithium, have an economic and geopolitical priority.
Win by announcement ***
Germany switches off – the world switches on! We are facing a massive uranium rally!
As quickly as the world wants to switch its energy and electricity to green, sustainable and independent, the demand for nuclear power is not growing as quickly. The rally in uranium stocks will be correspondingly strong!
Read more
First Tin / Tin One
Resources
Tin, the – for many still – unknown metal
While tin isn’t as glamorous as gold, silver, or platinum, it can be capable of lucrative price action.
Victoria Gold / Queen’s Road Capital Investment
Attention savers, it’s about the value of the savings
The Germans are world champions in saving. However, many people are unaware of the meaning of the term real interest rate.
IsoEnergy / Labrador
Uranium
Growing electricity consumption requires nuclear energy
Global electricity consumption could triple by 2050.
Calibre Mining / Chesapeake Gold
Central banks are hoarding gold like never before
Central banks bought more gold in January and February than at any time since 2010.
Alpha Lithium /
Sibanye-Stillwater
Good prospects for battery and automotive raw materials
In addition to lithium for batteries, the important raw materials for the future also include platinum and palladium.
Craziness…
Exploration in a class of its own and a big boy at his side! Success must be inevitable!
This Canadian precious metals explorer reported the latest 20% of its ‘Eagle Mine’ drill results! And these have it all again!
Read more
Mawson Gold / Green Shift
Commodities
Electric vehicles need raw materials
Nickel and cobalt as well as manganese and graphite are just some of the raw materials that the electric vehicle industry needs.
Gold Terra Resource /
Revival Gold
The golden eagle is in demand
Europeans are increasingly buying gold bars and coins. In the background is the protection of property.
Uranium Energy /
Consolidated Uranium
Billion deal at Cameco – time for uranium investments
Cameco is one of the world’s largest uranium producers. News from Cameco is always interesting.
Time is ticking for investors
When the biggest consumers are BUYING, but investors are already invested, BIG PROFITS are made!
With takeovers ramping up in a small sector, the opportunity for investors to snap up the right profits is high. We have found a potential multiplier for you!
Read more
Outstanding achievements…
After TOP production performance, now MEGA resource and reserve growth!
With its outstanding deposits, OceanaGold has a top-class portfolio that is well prepared for future company growth.
Read more
Best regards
Her
Jorg Schulte
Image sources: the respective companies, intro image: stock.adobe.com, sources: Marketscreener.com and own research
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Disclaimer: All information published in the report is based on careful research. The information does not represent an offer to sell the shares discussed, nor an invitation to buy or sell securities. This report only reflects the personal opinion of Jörg Schulte and is in no way to be equated with a financial analysis. Before you make any investments, professional advice from your bank is essential. The explanations are based on sources that the publisher and his employees consider trustworthy. Nevertheless, no liability can be assumed for the correctness of the content. No guarantee is given for the accuracy of the charts and data presented on the commodity, currency and stock markets. The source language (usually English) in which the original text is published is the official, authorized and legal version. This translation is included for better understanding. The German-language version can be shortened or summarized. No responsibility or liability is assumed for the content, correctness, adequacy or accuracy of this translation. From the translator’s point of view, the report does not constitute a buy or sell recommendation! Read here – https://www.jsresearch.de/disclaimer–agb/