Author: Fiona Craig
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Gold edges up while dollar slips as Trump’s Iran deadline nears
Gold prices moved slightly higher on Tuesday while the U.S. dollar weakened, as investors closely monitored the approaching deadline set by U.S. President Donald Trump for Iran to reopen the Strait of Hormuz. By 05:04 ET (09:04 GMT), spot gold had risen 0.8% to $4,685.54 per ounce, while June gold futures were up 0.6% at…
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Goldman lowers copper outlook amid weaker demand but keeps long-term bullish view
Goldman Sachs has slightly reduced its forecast for average copper prices in 2026 to $12,650 per tonne, down from a previous estimate of $12,850, as it factors in softer demand linked to slower global economic growth. Despite the downgrade, the bank maintained a positive long-term view on the metal, citing strong structural demand tied to…
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Markets in focus: Trump’s Iran deadline approaches, Broadcom rallies on Google partnership: Dow Jones, S&P, Nasdaq, Wall Street Futures
U.S. stock futures moved lower on Tuesday while oil prices remained above $110 per barrel, as investors closely watched U.S. President Donald Trump’s deadline for Iran to agree to a ceasefire. Although Trump left the door open to diplomacy, he reiterated that the United States could launch strikes on key Iranian infrastructure—including bridges and power…
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The intersection of biotechnology, advanced materials, and molecular biology
Hello, I’m Ricki Lee, and this is The Capital Compass. Today we’re taking a look at Kraig Biocraft Laboratories (USOTC:KBLB), a company operating at the intersection of biotechnology, advanced materials, and molecular biology. Kraig is developing genetically engineered silkworms capable of producing spider silk — a material long considered one of nature’s most remarkable fibers,…
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The purest play: Why Boron One is THE boron stock to own
While dozens of minerals are considered critical to economic and national security, thanks to their combination of scarcity and unmatched industrial performance, few minerals, if any, are more ubiquitous across the industrial landscape than boron. Let’s paint a picture: Perhaps most urgently, boron is also an essential component across the renewable energy industry, making it…
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Can gold recover its momentum? UBS shares its outlook
Gold’s recent decline has sparked debate over whether the precious metal can regain its upward momentum, but analysts at UBS believe the downturn may prove temporary. According to the bank, gold— which had been “up as much as 25% in January,”— has now “erased virtually all of its 2026 gains.” Despite remaining higher for the…
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Is this another 2022-style shock? JPMorgan says the comparison falls short
With oil prices climbing and geopolitical tensions rising after the U.S./Israel–Iran conflict, some investors have begun comparing the current environment to 2022 — when Russia’s invasion of Ukraine triggered an energy crisis, fueled a wage-price spiral, and led to one of the most severe market downturns in decades. But JPMorgan’s equity strategy team argues that…
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Oil could climb to $200 if the conflict lasts through June, strategist warns
Brent crude prices could spike to as high as $200 per barrel — potentially pushing U.S. gasoline prices to roughly $7 per gallon — if the war involving Iran continues through the end of June and the Strait of Hormuz remains mostly closed to shipping, according to analysts at Macquarie. Similar concerns were voiced by…
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Bernstein Says Crypto Stocks May Be Approaching a Bottom Despite Weak Q1 Outlook
Shares of companies tied to the cryptocurrency sector could be nearing a cyclical low, according to analysts at Bernstein, who said the recent downturn has created attractive entry points for investors. In a research note this week, the firm said geopolitical tensions combined with “temporary crypto weak sentiment is offering big discounts (~60% below 2025…
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Goldman Sachs keeps $5,400 gold forecast despite recent pullback
Goldman Sachs continues to project that gold could reach $5,400 per troy ounce by the end of 2026, citing expected Federal Reserve interest-rate cuts, a normalization in speculative positioning, and ongoing central bank demand for bullion. The bank’s analysts Lina Thomas and Daan Struyven are maintaining that target even though gold has fallen roughly 15%…