Radar do Mercado
Resumo diário completo com análise técnica e fundamental dos mercados globais, incluindo movimentos em Forex, ações, metais e decisões macroeconômicas relevantes.
12167 tópicos neste fórum
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Communities near First Quantum Minerals’ (TSX: FM) Cobre Panamá copper mine are accusing a leading environmental NGO of fuelling political unrest and failing to support those most affected by the operation’s 2023 closure. In a letter to the Packard Foundation, which has granted over $400,000 to the Environmental Advocacy Centre (Centro de Incidencia Ambiental-CIAM), the Civic Community Committee (CCC) alleges that funds meant for community development were diverted toward political activism. The foundation’s own disclosures show CIAM received $45,000 in 2022, $180,000 in 2023, and another $180,000 planned for 2025. The CCC argues that none of these funds have…
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Twenty One Capital, a corporate Bitcoin treasury seeking public listing on the US stock exchange, has announced that they’re increasing their holdings by 5,800 Bitcoins. That puts their overall holdings at ~$5.1B, making them the third largest corporate Bitcoin holder. Currently, only Strategy and Mara Holdings own more Bitcoin at 628,791BTC and 50,000BTC respectively. This is fantastic news if you’re a long-term Bitcoin investor. It proves that Bitcoin is being taken seriously in the corporate world. But Bitcoin is quite pricey now, and in that case, it’s worth taking a look at Bitcoin Hyper ($HYPER), a new crypto presale. The project wants to upgrade the Bitcoin block…
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In recent years, every time the FOMC meeting comes up, I tend to repeat the same thing – the market consistently becomes a hostage to its own inflated expectations. If we extrapolate this phrase to the Federal Reserve's monetary policy, it is more about deflated expectations. Remember 2024, when market participants were convinced there would be 6-7 rounds of policy easing. Recall the beginning of 2025, when everyone was certain there would be four rounds of easing, while the dot-plot charts indicated a maximum of 2. Now, at the end of 2025, the same situation is occurring. The market decided that the Fed would cut rates twice more by the end of the year. When Jerome Powel…
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Jerome Powell directly stated that, in the absence of data, the Federal Reserve cannot form an opinion about the state of the economy. If it cannot, then it must "slow down" and exercise caution. After all, the Fed Chair has openly communicated that the possibility of a rate cut at the next meeting is uncertain, but the market misinterpreted this information once again. The FOMC chair meant that conclusions can and should only be drawn when the flow of economic data resumes. He simply does not know what the Fed's decision will be in December. If the "shutdown" lasts until December 10, the Fed will likely not risk conducting a third consecutive round of policy easing. Howe…
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Immediately after the FOMC meeting, Donald Trump commented on the central bank's decision. The American leader once again demanded a more significant reduction in interest rates to support the economy, but recently, the occupant of the White House has somewhat eased his pressure on the Federal Reserve. This is easily explained. Throughout October, Trump was preoccupied with threats towards India and China. First, he demanded that the two countries cease purchasing Russian energy resources. Then he shifted from words to action, beginning to raise tariffs. New negotiations commenced, during which Trump managed to achieve a reduction in Russia's oil purchases by India—inform…
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Condor Resources (TSXV: CN) says its Cobreorco project in central Peru has passed an “important” permitting milestone following the approval of its environmental impact statement, moving the project closer to the drilling stage. The permitting process is being carried out by Teck Resources (TSX: TECK.A/TECK.B; NYSE: TECK), which entered the project in late 2023 through an option and joint venture agreement with Condor. Under that agreement, Teck can earn a 55% interest in Cobreorco over three years following the permit issuance by spending $4 million on exploration and paying another $500,000 in cash. The Canadian miner would also take over technical, social and e…
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After breaking below $90,000 again, the next direction of the Bitcoin price is being hotly debated once again. This comes with the added burden of a number of major events coming around this week, as well as investor sentiment being stuck in the negative territory for an extended period of time. Crypto analyst, MarcPMarkets, shares his thoughts on the current state of the market and what investors should be looking out for as the next direction is determined. The Bearish And Bullish Scenarios In the analysis shared on the TradingView website, MarcPMarkets highlights the different scenarios that could determine where the Bitcoin price could be headed next. Cautioning inve…
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Tariffs on all imports from India to the US remain at 50%. Recently, Donald Trump announced a breakthrough in negotiations with New Delhi, announcing an "honest and fair trade agreement." It is worth recalling that Trump's main complaint against India has been its purchases of oil and gas from Russia. The US President aims to end the war in Ukraine and believes that all countries purchasing energy supplies from Moscow indirectly finance the continuation of the war. Undoubtedly, Trump's motivations extend beyond just peace efforts. Almost all trading partners from whom he demands cessation of oil and gas purchases from Russia are being encouraged to procure those from the …
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The global iron ore market is in the midst of a major pricing shift, moving away from the long-standing 62% Fe benchmark toward a new 61% Fe specification. The change, driven by a gradual decline in ore grades and higher impurity levels, is reshaping both the physical and financial sides of the industry and raising big questions about how iron ore is valued. Why the change matters For decades, the 62% Fe grade served as the anchor for global pricing, with Pilbara Blend Fines (PBF) acting as the bellwether. But as mined grades have steadily dropped, the 62% benchmark no longer matches what is actually traded. The move to a 61% Fe baseline, effective from 2026, …
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North-American currencies are leading majors this morning with the employment data beating expectations in the US and Canada. US Non-Farm Payrolls Came at 139K vs 130K expected - but it seems like the market is extrapolating the info even more as ADP missed in the beginning of the week: The greenback is rallying strongly and risk assets are enjoying from the tone. With Canadian data coming in at +8.8K vs -15K expected, the employment data from the Canuck has been surprising to the upside for a few months now. Opinions are the authors'; not necessarily that of OANDA Business Information & Services, Inc. or any of its affiliates, subsidiaries,…
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Rebels occupying Twangiza Mining’s gold concession in eastern Democratic Republic of Congo (DRC) have reportedly looted at least 500 kilograms of bullion, worth about $70 million at current prices, the company said. Twangiza claims that some of its own employees have helped the M23 rebel group transport gold from the site shortly after the mine was seized in May. “With the help of some employees, they transported the first batch of more than 50 kg of gold out in a very short time,” Twangiza Mining told Reuters. ”Since the occupation, they have obtained at least 500kg of gold and secretly transported it through underground channels”. The gold mine, located in S…
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Rep. Keith Self, a Republican from Texas, filed a last-minute amendment to the Must-Pass $900 billion US Defence Bill that would ban the Federal Reserve from creating or piloting a US central bank digital currency (CBDC). On 9 December 2025, the Republican took to X to say, “Promises were broken to include this language in the National Defense Authorization Act (NDAA). My amendment would fix the bill.” Self’s “Anti-CBDC Surveillance State” proposal would bar the Fed from testing, developing or launching any CBDC. He submitted an amendment to add a full ban on CBDCs to the 2026 NDAA. He argued that the earlier leadership promises to include similar language were broken in…
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Data shows the Bitcoin Fear & Greed Index has returned back to the neutral territory, a sign that investors are losing optimism. Bitcoin Fear & Greed Index Has Reset Back To Neutral The “Fear & Greed Index” refers to an indicator created by Alternative that tells us about the average sentiment present among the traders in the Bitcoin and wider cryptocurrency markets. The index makes use of the data of these five factors in order to determine the trader mentality: trading volume, market cap dominance, volatility, social media sentiment, and Google Trends. The indicator represents the calculated sentiment as a score lying between zero and hundred. Values abo…
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Overview: The US dollar's July rally came to an abrupt end last Friday and continues to mostly consolidate as new developments are awaited. In particular, the nomination for Governor Kugler's successor on the Federal Reserve Board may trigger the next act in the drama, though the market now is considerably more comfortable with the idea that the Fed's easing cycle will likely resume next month. Also, Friday is the deadline for the US demand of Russia's ceasefire in Ukraine. Meanwhile, US sectoral tariffs on pharma and chips are anticipated to be announced in the coming days. The US dollar is trading narrowly mixed. The Antipodeans and Scandis lead the G10 higher, while st…
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Helium Evolution (TSXV:HEVI) a Canadian explorer developing assets in southern Saskatchewan, announced this week construction at its planned 12 million standard cubic feet per day helium processing facility in the Mankota area is in its final stages of construction, now more than 95% complete. The estimated total cost for HEVI’s 20% working interest share of the Soda Lake Facility is approximately C$5.2 million ($3.8m). The Soda Lake Facility is expected to be operational in the fourth quarter of 2025 and will initially tie-in three helium wells through a dedicated pipeline gathering system, the company said. Helium’s most critical applications are in med…
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Overview: The US dollar is mostly softer today against the G10 currencies. Ironically, the New Zealand dollar is the strongest following the widely expected quarter-point cut by the central bank. The Canadian dollar is the laggard, the only G10 currency not to have found traction against the greenback. Most emerging market currencies are also enjoying a firm tone, including the South Korean won, ahead of what is expected to be a quarter-point cut from its central bank tomorrow. Despite the strong gains in US equities yesterday, most of the Asia Pacific equity markets fell today. Taiwan, South Korea, and Singapore bucked the trend. Europe's Stoxx 600 is given back most of…
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The euro showed almost no reaction to statements from the European Central Bank (ECB) that consumer inflation expectations in the eurozone remained virtually unchanged in September, confirming the regulator's plan to keep interest rates steady. This muted market response suggests that consumers have already priced in the ECB's expected policy stance. Many analysts agree that a continued pause in the rate-cut cycle could prove productive. At the same time, the stability of inflation expectations gives the ECB some policy flexibility — allowing it to adopt not only a wait-and-see approach while monitoring global economic trends but also a more accommodative stance if neces…
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Consumer sentiment plunged in November 2025, with the University of Michigan index dropping 6.2% month-over-month to 50.3 — nearly 30% lower than a year agoLayoffs surged to 153,074 in October, up 175% year-over-year, marking the highest level since 2020, as companies cut costs and accelerate automationPrivate-sector jobs rose modestly by 42,000 in October, while wage growth stagnated at 4.5% year-over-year, signaling a cooling but still balanced labor market November 2025 brought a series of troubling signals from the U.S. economy, deepening concerns about its future direction. The latest data on consumer sentiment and the labor market indicate growing caution from bo…
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Contango Ore (NYSE-A: CTGO) agreed to buy Canada’s Dolly Varden Silver (TSX-V: DV; NYSE-A: DVS) to create a mid-tier silver and gold producer by adding one of the largest high-grade undeveloped precious metals assets in British Columbia’s Golden Triangle. Dolly Varden stockholders will receive 0.1652 of a Contango share for each Dolly Varden share, according to a joint statement issued Monday. The transaction, which is expected to close in late February or early March, implies an equity value of $812 million for the resulting entity. Called Contango Silver & Gold, the company will have $100 million in combined cash on hand, $15 million in debt and annual cash …
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Contribute to IRA After Retirement: The Complete Guide Executive summary: You can contribute to IRA after retirement if you have earned income from wages or self-employment. For 2025, the IRA limit is $7,000 ($8,000 if you’re 50+). Roth IRA eligibility depends on your modified adjusted gross income (MAGI). Traditional IRA deductibility depends on workplace plan coverage and income. With smart timing, the right account type, and coordination with RMDs, retirees can keep building tax-advantaged savings. Why You Can Contribute to IRA After Retirement The age cap for IRA contributions is gone. You may fund a Traditional or Roth IRA at any age if you have compensation. Compen…
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Overview: The US dollar is trading with a softer bias against nearly all the G10 currencies. Yesterday's losses have been extended. The exception is the Norwegian krone, which is hovering around unchanged levels. The greenback is softer against most emerging market currencies. Despite Britain and France sending aircraft to help protect Polish airspace after more drone incursions, and Warsaw denying China's request to re-open the border with Belarus (a key conduit for Chinese goods into Europe), central European currencies, including the zloty are firmer. The Chinese yuan is at a new high for the year. After new record highs by the S&P 500 and Nasdaq yesterday, most b…
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Blue Moon Metals (TSXV: MOON), a Vancouver-based junior advancing the Nussir copper project in Norway, has secured at least $140 million in financing from Hartree Partners and Oaktree Capital to fund early works. The capital package comprises a $25 million bridge loan already in place, followed by a $50 million senior secured term loan, a $70 million precious metals stream, and up to $20 million in equity for further development and execution, Blue Moon said on Wednesday. The financing to cover engineering, long-lead equipment, underground development and working capital is spearheaded by Hartree, a global energy and commodities trading house, and Oaktree, a Los A…
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Sustainability organization Copper Mark is moving to develop a single mining standard across various metal supply chains and form a new board with wider representation. The UK-based organization released on Wednesday a call for applications for a new chair who will head a 17-member board – up from seven members – as Copper Mark in 2026 takes over the Consolidated Mining Standard, Assurance Process and Claims Policy. “The independent chair will play a critical role to uphold the integrity of the Copper Mark and ensure we continue to drive performance improvements across and along mineral and metal value chains,” Copper Mark executive director Michèle Brülhart said …
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Global copper mine production is set to rise by an average annual rate of 2.9% over the next decade, growing from 23.8 million tonnes in 2025 to 30.9 million tonnes in 2034, according to a new report by Fitch Solutions’ BMI. This production growth, says BMI, is largely down to several new projects and expansions coming online, supported by historically elevated copper prices and a positive demand outlook. This year, BMI estimates global copper mine output to rise 2.5% as production in Chile recovers and the giant Oyu Tolgoi mine in Mongolia ramps up. Those in Peru, Russia and Zambia will also remain among the major contributors, it adds. The Fitch unit cites d…
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Copper prices rose to a near record on Monday as investors continue to assess the direction of US-China trade talks as well as Beijing’s outlook for the world’s top consumer. In London, the metal traded as high as $10,691.50 a tonne for a 1.5% intraday gain. Earlier this month, it had surged to a record $10,866.40 per tonne as global mine disruptions raised alarms over supply. On the Comex, copper futures jumped 1.6% to $5.0485 per lb., equivalent to $11,130 per tonne. Click on chart for live prices. The moves follow earlier comments from US President Donald Trump that he may impose tariffs on “many other things” should talks with his Chinese counterpart Xi …
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