Jim Wyckoff has spent over 25 years involved with the stock, financial and commodity markets. He was a financial journalist with the FWN newswire service for many years, including stints as a reporter on the rough-and-tumble commodity futures trading floors in Chicago and New York. As a journalist, he has covered every futures market traded in the U.S., at one time or another. Jim is the proprietor of the "Jim Wyckoff on the Markets" analytical, educational and trading advisory service. Jim also worked as a ...

The White House warned last Wednesday that a government shutdown would trigger widespread dismissals of employees in government programs that don't align with President Trump's priorities. Bloomberg Economics estimates that 640,000 federal workers will be furloughed during a shutdown, which would expand jobless claims and push the unemployment rate up to 4.7%.The US Sep ADP employment change unexpectedly fell -32,000, weaker than expectations of a +51,000 increase and the largest decline in 2.5 years. Also, ...

A sign outside the Serbia Zijin Mining complex, operated by Zijin Mining Group Co., in Bor, Serbia, on Thursday Aug. 24, 2023.Zijin Gold shares surged over 60% Tuesday as the Chinese miner's international unit made its trading debut in Hong Kong.The company had raised nearly 25 billion Hong Kong dollars (about $3.2 billion) with shares priced at HKD$71.59 apiece, making it the world's second-largest initial public offering after battery giant CATL's listing earlier this year.Zijin Gold's debut, which was de ...

行业概况 - 黄金矿业属于基础材料行业 预计第二季度整体收益下降7.5% 但收入增长2.8% [1] - 黄金价格上涨29% 主要由于全球贸易战担忧和各国央行增持黄金储备 [3] - 第二季度金价上涨6% 4月22日达到创纪录的3500美元/盎司 季度收盘价高于3300美元/盎司 [4] 公司表现 - Barrick Mining预计将超越盈利预期 过去四个季度平均盈利超预期12.5% 最近一季度超预期20.7% [9] - Franco-Nevada过去四个季度平均盈利超预期1.6% 预计将从流媒体协议和收购中受益 [11] - Integra Resources第二季度黄金产量18,086盎司 符合预期 但过去四个季度平均盈利低于预期124.4% [13] 经营策略 - 矿业公司致力于降低运营成本和资本支出 提高现有矿山运营效率 减少债务并专注于高品位资产 [5] - 部分公司采取措施降低全部维持成本 这一关键成本指标有助于支撑利润率 [5] - 通胀压力导致采矿成本上升 特别是劳动力、燃料和电力成本 [4] 投资选择 - Barrick Mining盈利ESP为+1.14% Zacks排名第一 预计8月11日公布财报 [8] - Franco-Nevada盈利ESP为+0.91% Zacks排名第三 预计8月11日公布财报 [10] - Integra Resources盈利ESP为+4.76% Zacks排名第三 预计8月13日公布财报 [12]