Gold Prices Rebound Ahead of Fed Decision
A softer dollar and lower yields support gold's rebound. Wednesday's Fed decision tests whether bullion relief can extend to your mining shares.
Oct 26, 2026 · 3 min read
Category
News
The day's news on gold, silver, the miners, copper, uranium, oil and the policy that moves them, in the Equedia Letter's voice.
- Articles
- 76
- Since
- 2026
- Latest
- Nov 3, 2026
Articles
US Eases Some Canada Tariffs, Adds Others
Selected Canadian exports lose a 50% levy on October 30, while others gain it. Your resource holdings still face a separate currency test.
Oct 24, 2026 · 3 min read
Teck Reports Highland Valley Strike and Reduced Operations
Teck confirms strike action and reduced capacity at Highland Valley Copper. We assess the output risk and what to seek at October 29 results.
Oct 24, 2026 · 2 min read
Agnico Eagle Backs White Gold Spinout With C$1 Million
Agnico Eagle's W2 subscription brings conditional board and financing rights. We trace the Yukon assets and exposure for AEM holders.
Oct 22, 2026 · 3 min read
Newmont Posts Record Third-Quarter Adjusted Profit
Newmont keeps its output target and lowers its cost outlook as buybacks return cash. Red Chris puts the next investment decision in early 2027.
Oct 22, 2026 · 2 min read
US Gas Storage Cushion Shrinks Again
EIA reports a 77 Bcf gas build, but the seasonal surplus shrinks again. We trace the exposure from producers to LNG buyers.
Oct 22, 2026 · 2 min read
Copper Prices Fall to Five-Week Low
LME copper stocks are rising as prices weaken. For Freeport and Teck holders, we trace the pressure on revenue and the limits of a daily quote.
Oct 22, 2026 · 3 min read
Fitch Upgrades Albemarle to BBB With Stable Outlook
Fitch lifts Albemarle to BBB after debt repayment and spending cuts. For ALB holders, the next test is whether stronger cash generation lasts.
Oct 21, 2026 · 2 min read
Teck Receives Highland Valley Strike Notice
Highland Valley Copper is still operating, but strike action can begin October 24. We assess Teck's production exposure and cash-flow uncertainty.
Oct 21, 2026 · 2 min read
US Crude Stocks Fall 3.1 Million Barrels
EIA's October 21 report shows a larger draw than forecast, lower output and a fuel-stock reversal with different implications for producers and refiners.
Oct 21, 2026 · 2 min read
CME Posts Record Third-Quarter Revenue
CME reports double-digit revenue and net-income growth. Gold and silver futures activity rose too, giving bullion holders a separate participation check.
Oct 21, 2026 · 2 min read
Bessent Sees No Treasury Spillover From France
Scott Bessent expects French bond turmoil to stay contained. For your gold holdings, US yields and the dollar still need their own test.
Oct 20, 2026 · 2 min read
Chile Expects Codelco Audit Within Two Months
Chile's comptroller expects a Codelco production audit within two months. Copper holders get a timetable, with corrected tonnage still unconfirmed.
Oct 20, 2026 · 3 min read
Lower Gold Prices Support India's Festive Buying
WGC reports stronger Indian festive and wedding demand after gold's pullback, while recycling and lighter jewellery qualify the bullion signal.
Oct 20, 2026 · 3 min read
Codelco Sets US$350 Europe Premium, Bloomberg Says
Bloomberg reports a record copper premium for Codelco's 2027 European sales, adding a charge above LME prices for the customers covered.
Oct 20, 2026 · 3 min read
Anglo American Copper Output Falls 5%
Anglo keeps annual copper guidance and lowers expected unit costs. For Teck holders, a recovery in mine output joins the Chinese approval test.
Oct 20, 2026 · 2 min read
LME-Linked CPAL Awaits Metalshub Trade Data
Metalshub says customer consent is needed before it shares trades with CPAL, leaving copper investors to weigh the evidence behind sustainability premiums.
Oct 19, 2026 · 3 min read
Canadian Consumers Lift Long-Term Inflation Expectations
New Bank of Canada surveys show longer-term inflation worries and firmer late business readings, raising rate and currency risks for miners.
Oct 19, 2026 · 3 min read