Radar do Mercado
Resumo diário completo com análise técnica e fundamental dos mercados globais, incluindo movimentos em Forex, ações, metais e decisões macroeconômicas relevantes.
12315 tópicos neste fórum
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Ivanhoe Mines (TSX: IVN) has laid out plans to dewater the Kakula copper mine in the Democratic Republic of the Congo that could result in a return to operations as early as this month. Its shares rebounded on the update. The underground mine, part of the larger Kamoa-Kakula copper complex in the DRC, was temporarily suspended on May 18 following seismic activity that resulted in severe flooding. The complex is Africa’s largest copper-producing operation, with majority ownership split between Ivanhoe and China’s Zijin Mining (39.6%) at 39.6% each, while the DRC government holds a 20% stake. Despite conflicted reports over the potential damage by the joint venture …
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Ivanhoe Mines (TSX: IVN) said copper output next year at its Kamoa-Kakula complex in the Democratic Republic of Congo should lag 2024 levels even as efforts to rehabilitate the site gather pace following seismic-induced flooding. Contained copper production will probably range between 380,000 and 420,000 tonnes in 2026, before increasing about 30% to 500,000-540,000 tonnes in 2027, Ivanhoe said Wednesday in a statement. The company also maintained its medium-term goal of producing about 550,000 tonnes annually. “The revised guidance provides the market with long overdue clarity on the near- to medium-term outlook for the company,” Scotia Capital mining analyst Ore…
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Kakula mine looking north, with the Phase 1 and 2 concentrators in the background. Credit: Ivanhoe Mines Ivanhoe Mines (TSX: IVN) says it has restarted the western portion of the Kakula copper mine in the Democratic Republic of the Congo following its temporary suspension nearly a month ago. The underground mine, part of the company’s larger Kamoa-Kakula copper complex in the DRC, was forced to shut down on May 18 due to severe flooding that resulted from seismic activity in the region. The complex is Africa’s largest copper-producing operation, with majority ownership split between Ivanhoe and China’s Zijin Mining at 39.6% each, while the DRC government holds a 20…
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Ivanhoe Mines’ (TSX: IVN) has entered into a memorandum of understanding (MoU) the Qatar’s sovereign wealth fund to further advance the company’s exploration efforts in Africa. The MoU, signed on Friday, sets out a framework for collaboration to find, develop and sustainably supply the critical minerals essential to the global energy transition, the company said in a statement. The MoU signing coincided with this week’s visit by the Amir of Qatar, Sheikh Tamim bin Hamad Al-Thani, to the Democratic Republic of the Congo, where he met with President Félix Tshisekedi to discuss bilateral relations between the two countries. Ivanhoe currently operates the Kamoa-Ka…
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Ivanhoe Mines (TSX: IVN) has started a second stage of dewatering Kamoa-Kakula, Africa’s largest copper operation, but increased its production cash cost forecast by 12%. Two submersible pumps have arrived on the site near Lubumbashi in far southeast Democratic Republic of Congo after earth tremors triggered flooding in May, the company said Wednesday in a statement. Two more pumps are due next month in the $70 million plan for draining eastern Kamoa-Kakula by the end of this year. “The company will provide an update on Kamoa-Kakula’s recovery plan and ramp-up to steady-state operations over the medium term in September, as well as 2026/2027 production and cost gu…
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What to Know: Cash App will add stablecoin send/receive using Solana rails in 2026, pushing fast, low-cost dollar payments into the mainstream. Stablecoin UX at scale shifts power to wallets that simplify cross-chain swaps, presales access, and spending – the core Best Wallet stack. Best Wallet’s utility narrative – multichain, non-custodial, integrated DEX, card roadmap – maps cleanly onto the new payments landscape. $BEST’s $17M+ presale has a $0.025945 price, with 77% APY staking that declines over time to balance rewards and supply. Jack Dorsey just widened the rails for mainstream crypto payments. Cash App unveiled plans to let users send and receive stablecoins,…
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I don’t like the name Jackson Hole. It makes me feel like I’m forced to watch important events going on in a man’s … well, you know. It all sounds so ominous! More importantly, the Jackson Hole, Wyoming, Fed meeting is what started the great bear market of 2020, when Powell announced rate hikes, and now that might happen again. Last week, U.S. producer inflation (PPI) came out super high, rising another percentage point, which now puts the three-rate cut scenario by the end of the year in question. All risk assets are falling with BTC ▼-0.28% down 6.6% on the week and tech stocks like Palantir shaving off 20% and dragging the entire tech sector down. Here’s what else y…
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Jaguar Mining Inc. (TSX: JAG) has received federal authorization to begin preparatory work for the restart of its Turmalina gold mine in Minas Gerais, Brazil, with operations expected to resume in the first quarter of 2026. The permit allows the company to develop a second access route to the Faina and C-8 orebodies and make modifications to the underground ventilation system. It does not cover work to stabilize the tailings pile, a critical step before full-scale operations can resume. A municipal permit issued earlier this year remains in effect, granting similar authorizations for a renewable three-month period. Jaguar is also finalizing a terms of agreement wi…
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Jaguar Mining (TSX: JAG) says it has negotiated a significantly reduced environmental fine with Brazil’s Minas Gerais state government related to a tailings rupture that occurred at the company’s MTL mine complex in late 2024. The penalty stems from an infraction notice issued by the State Secretariat for the Environment and Sustainable Development (SEMAD) following a partial rupture in the Satinoco tailings pile at the company’s Turmalina gold mine, part of the MTL complex located 130 km northwest of Belo Horizonte. The incident, which occurred in early December, displaced hundreds of local residents and affected multiple structures in the surrounding area. Jagua…
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BOJ may raise interest rates further, signaling a historic move away from decades of zero and negative rates and potentially strengthening the yen.Japan’s government introduces a controlled fiscal stimulus package while trying to maintain credibility and avoid panic-level debt expansion.Geopolitical tensions with China and shifting Fed policy could significantly influence capital flows, risk sentiment, and the yen’s future trajectory. The Japanese economy is entering a period of heightened uncertainty, yet at the same time a potential historic turning point in monetary and fiscal policy. Market attention is currently focused on the Bank of Japan (BOJ), which is gradual…
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The yen is higher on Friday. Iin the European session, USD/JPY is trading at 143.63, down 0.37% on the day. Tokyo core inflation higher than expected at 3.6% Tokyo core CPI climbed to 3.6% y/y in May, up from 3.4% in April and above the market estimate of 3.5%. This marked the highest level since Jan. 2025. Tokyo core inflation is viewed as the leading indicator of nationwide inflation trends and is closely monitored by the Bank of Japan. Tokyo core CPI, which excludes fresh food, was driven higher due to due higher non-fresh food prices, particularly rice which has soared 93% over the past year. The jump in core CPI bolsters the case…
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Japan is preparing to overhaul its crypto tax system after more than a decade of investor complaints and industry lobbying. According to new reporting from Nikkei Asia, the government and ruling coalition have formally endorsed a plan to cut the nation’s maximum crypto tax rate to a flat 20%, aligning digital assets with equities and investment trusts. The Financial Services Agency (FSA) is expected to introduce the crypto bill during the regular Diet session in early 2026. The decision marks one of the most consequential shifts in Japan’s digital-asset policy since the collapse of Mt. Gox in 2014. It also reflects a growing political will to revitalize Japan’s stagnant…
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Japan’s “Iron Lady,” aka Sanae Takaichi, has made history after being elected as the country’s first female Prime Minister following a decisive victory in the 21 October 2025 parliamentary vote. What may be good news for the crypto world, Takaichi’s economic philosophy so far hints at a more favourable environment for digital assets. Meanwhile, Japan’s Financial Services Agency (FSA) has already called for a formal review of crypto taxation for 2026. Takaichi is a veteran conservative who secured 237 votes in the Lower House – ending decades of male-led leadership in the Liberal Democratic Party (LDP). She is expected to announce her new cabinet soon after being sworn i…
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The strategic alliance between Japan Gold (TSXV: JG) and Barrick Mining (TSX: ABX, NYSE: B) is coming to an end after more than five years and C$23 million ($17 million) in spending. Vancouver-based Japan Gold announced that the parties have agreed to mutually terminate their partnership, effective as of Oct. 31, 2025. Established in February 2020, the Japan Gold-Barrick alliance aims to explore, develop and mine certain mineral properties that it believes have the potential to host Tier 1 or 2 gold deposits. The former would provide a large selection of projects under its Japan-based portfolio, while the latter would sole fund the initial work supporting the projects…
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Japan in Turmoil: Prime Minister Ishiba Resigns After Election Defeat, LDP Leadership Vote Set for October 4 Japan in Turmoil: What Comes Next After Prime Minister Ishiba Resigns? Tokyo Japan Japanese politics was shaken this week as Prime Minister Shigeru Ishiba announced his resignation as both head of government and president of the ruling Liberal Democratic Party (LDP). Ishiba stepped down after a crushing election defeat that saw the LDP and its coalition partners lose their majority in both houses of parliament.Voters, frustrated by the rising cost of living, punished the government at the polls. Ishiba took full responsibility, stating that he could no longer l…
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Shares in Metaplanet climbed by roughly +7% on Thursday after the digital asset treasury company disclosed that it had provided a $130M loan tied to plans to purchase additional Bitcoin. (Source: TradingView) The Japanese firm, which began as a hotel operator before shifting into a Bitcoin-focused treasury business, was not the only company to benefit from the announcement. Shares across other digital asset treasury (DAT) firms also moved higher on the day, beating the wider Japanese equity market. DISCOVER: Next 1000X Crypto – Here’s 10+ Crypto Tokens That Can Hit 1000x This Year Which Japanese Firms Gained the Most From the Bitcoin-Linked Rally? The Nikkei 225, whi…
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Will Japan join BRICS? The BRICS bloc — Brazil, Russia, India, China, South Africa, and six other members — has often struggled with internal cohesion. But BRICS is now more united than ever. And according to recent reports, they’re eyeing stealing Japan from the G7 economic bloc. Why’s it happening? Two words: Trump’s tariffs. Will Japan Join BRICS? It’s More Likely Than Ever (X) The trade war started when Donald Trump stepped back into the Oval Office. Tariffs hit Japanese cars first, like Honda, Toyota, and Nissan, industries that are built into Japan’s national identity. Nearly a third of those exports went to the United States, and overnight that pipeline was thr…
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Given the ongoing volatility in the crypto world, Japan has prepared new regulations to protect investors. On 25 November 2025, Japan’s Financial Services Agency (FSA) revealed that it is implementing a new rule requiring crypto exchanges to maintain dedicated liability reserves. This fund will compensate users in the event of hacks, operational failures, or any such security incidents. Notably, the mandatory reserve requirements for the crypto exchanges will be based on trading volume and risk. According to local media, the move follows years of security breaches on Japanese crypto platforms, especially the Mt Gox incident. Just last month, Japan’s defunct Bitcoin crypt…
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While Bitcoin struggles to extend its recovery near the $96,000 zone, new information reveals that Japan's Financial Services Agency (FSA) has completed plans to reclassify several cryptocurrencies as financial products under the revised Financial Instruments and Exchange Act. According to the report, the reclassification will introduce new disclosure requirements for 105 cryptocurrencies, including Bitcoin and Ethereum. Exchanges listing these crypto assets will be obligated to disclose key characteristics such as the presence of a token issuer, the underlying blockchain technology, and price volatility. The FSA also intends to implement preventive measures against in…
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The Japanese yen posted gains earlier but failed to consolidate. In the European sesssion, USD/JPY is trading at 146.57, up 0.07%. Earlier, the yen strengthened to 145.83, its highest level since July 10. Japan's services expands but manufacturing contracts Japan posted mixed PMIs for July. Services expanded for a fourth consecutive month, rising to 53.5 from 51.7 in June and easily beating the forecast of 51.3. This marked the fastest pace of growth since February. Still, employment rose slowly and exports declined due to the uncertainty over US trade policy. The manufacturing sector reverted back to contraction after marginal expansion of 50.1 June. The readin…
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Japan has committed $7 billion to develop the Nacala Logistics Corridor, a project expected to boost Sovereign Metals’ (ASX: SVM) (LON: SVML) Kasiya rutile-graphite project in Malawi. The Ministry of Foreign Affairs, working with the African Development Bank, will direct funds toward capacity expansion, refurbishment and resilience upgrades across Malawi, Zambia and Mozambique. The program, called Strengthening Global Supply Chain through Nacala Corridor Development, is designed to secure critical mineral supply chains, improve transport reliability and ease congestion. Kasiya, which already has access to Japanese titanium markets, stands to benefit directly. …
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The Japanese yen is showing limited movement on Thursday. In the North American session, USD/JPY is trading at 146.45, up 0.10% on the day. Japan PPI falls to 2.9% Japan's Producer Price Index rose 2.9% y/y in June, down from an upwardly revised 3.3% in May and matching the consensus. This marked the lowest increase since August 2024. On a monthly basis, PPI fell 0.2%, a second straight decline after a 0.1% decline in May. The PPI report signals that underlying inflation pressures are dropping at the producer level, which could delay the BoJ's plans to hike rates and normalize policy. The BoJ has been in a wait-and-see stance since it raised rates in Janua…
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Japan is looking to bolster its economic ties with the United States by establishing a partnership around critical minerals such as rare earths, local media reported. According to The Yomiuri Shimbun, it is believed that Japanese Prime Minister Shigeru Ishiba presented this proposal in a phone call with US President Donald Trump on Thursday as part of the negotiation process to bring down the US trade deficit with Japan. Amongst the topics discussed, the newspaper reported, were greater cooperation in economic security, including collaborations in rare earths. Rare earth minerals have taken centre stage in America’s trade tussle with China, which weaponized it…
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Japan is gearing up to innovate and introduce robust payment systems as its economy gradually becomes cashless. Bank of Japan’s (BOJ) Executive Director Kazushige Kamiyama said that while the country does not have any firm stance on CBDCs yet, it must develop other payment options as society becomes increasingly cashless. According to an article published on 4 June 2025 by Reuters, Kamiyama said that while banknotes are still in high circulation in Japan, physical currency could see a steep decline in use going forward as Japan rapidly digitalises. “As such, Japan must consider what steps it can take now to ensure its retail settlement system is convenient, efficient, …
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Are we about to see a Japan rate hike and the beginning of a global recession? Bitcoin’s slide from 92,000 to 86,000 this week did not come out of nowhere. Arthur Hayes argues the move was triggered by a sharp shift in Japan’s monetary stance, as the Bank of Japan signaled a possible December rate hike that strengthened the yen and squeezed risk assets. Arthur Hayes: “The carry trade unwind is here. A stronger yen means less fuel for the casino.” Japan is the largest foreign holder of US Treasuries at roughly $1.1 Tn, according to Treasury International Capital data. Rising domestic yields mean Japanese institutions may rotate funds home, at a time when the US is …
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