Mining Stock Daily

Morning Briefing: Gold Miners Continue to Outperform the Metal

Aug 13, 2025
Recent developments in the precious metals market are brightening the outlook for gold miners, even as inflation stirs uncertainty. Hudbay Minerals gains traction with a new investor, Mitsubishi, while multiple drill results from Fortuna Mining and others reveal exciting high-grade intersections. NexMetals expands its reach, and Solstice Gold uncovers a promising new discovery. The competition heats up as Vizsla Silver aims for dominance in the global silver market with its massive Panuco-Copala district resource.
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INSIGHT

Rates, Dollar, And Metals Link

  • The market is pricing in substantial rate cuts, which is weakening the U.S. dollar and boosting precious metals.
  • This macro backdrop is lifting equities and adding pressure on the dollar today.
INSIGHT

Miners Outperform Metal

  • Gold miners (GDX and GDXJ) are showing relative strength even when gold's direction is uncertain.
  • Miner outperformance signals investor interest and potential leverage to metal moves.
ADVICE

Use Weekly Macro Wraps

  • Listen to Commodity Compass for weekly macro commodity analysis across metals, energy, and agriculture.
  • Use such shows to stay informed on market drivers whether trading or investing.
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