에 대한 최신 뉴스 Centerra Gold (NYSE:CGAU) 주식

Centerra Gold

Centerra Gold Inc a gold mining and exploration company engaged in the operation, exploration, development, and acquisition of gold properties in Asia, North America, and other markets world-wide. The company reportable operating segments are Oksut; Mount; and Milligan Molybdenum. It derives maximum revenue from Oksut segment. Geographically, it operates in Turkey, United States, Canada and Other.

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월요일(21일) 금 가격이 사상 최고치로 급등했다. 금은 월요일 오전 11시 20분(동부표준시 기준) 온스당 2.5% 상승한 3,410달러로 상승했다. 이는 미국 금융자산에 대한 불신과 인플레이션 우려로 인해 2010년대 초 글로벌 부채 위기 이후 볼 수 없었던 안전자산으로의 도피가 이어지는 것을 의미한다.

금 가격 사상 최고치, 2011년 이후 가장 강력한 2개월 랠리···엄청난 금 ETF 매수세도 주목

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금 가격은 그의 장기 목표가인 온스당 3,000달러를 넘어섰으며, 투자 수요가 10% 증가하면 3,500달러까지 상승할 가능성이 있다고 전망했다.

금 랠리, 중앙은행 매입 및 중국의 배분으로 모멘텀 얻을 수 있어 - BofA

Centerra Gold Inc

HC Wainwright &amp; Co. analyst Heiko Ihle maintains Uranium Royalty (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UROY#NASDAQ">UROY</a>) with a Buy and lowers the price target from $7.7 to $4.5.

Price Target

UROY

HC Wainwright & Co. Maintains Buy on Uranium Royalty, Lowers Price Target to $4.5

&nbsp;Following pre-dosing activities, including washout from anti-depressant medications, if needed, participants received a single dose of either 25 mg of COMP360 or placebo.

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CMPS

Compass Pathways Announced That All Participants Have Completed Dosing In Part A Of The COMP005 Phase 3 Trial For Treatment-Resistant Depression; The Company Is On Track To Disclose Top-line 6-week Primary Endpoint Results In Late June

Every year, billions of tax-free healthcare dollars go unspent in the U.S., and retailers have set their eyes on them. Flexible Spending Accounts (FSAs) and Health Savings Accounts (HSAs), intended to offset medical costs, are becoming a major sales target for health, wellness, and beauty brands.
What Happened: Retailers like Sephora, Ulta Beauty Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>), and Target Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>) are coming up with tools to assist shoppers in using FSA/HSA funds on eligible items like SPF products, acne treatments, and wellness tech, according to <a href="https://www.retaildive.com/news/fsa-hsa-healthcare-shopper-awareness-beauty-retail-wellness/745339/">a</a> Retail Dive report.
Online resources, shopping guides, and in-store campaigns are leading the charge. "We launched cash register takeovers and out-of-home placements featuring top eligible items," said Lisa Tamburello, VP at Ulta Beauty.
See Also: <a href="https://www.benzinga.com/markets/equities/25/04/44831829/amazons-aggressive-price-cuts-hurt-sephoras-us-sales-says-lvmh-cfo-cecile-cabanis-we-try-to-avoid-this-technique">Amazon&#8217;s Aggressive Price Cuts Hurt Sephora&#8217;s US Sales, Says LVMH CFO Cecile Cabanis: &#8216;We Try To Avoid This Technique</a>
Why It Matters: In Numerator analyst Shawn Paustian's estimation, almost 10%—worth billions—is forfeited each year. Many consumers find it difficult to recognize eligible products. "When presented with a list of eligible items, consumers could only correctly identify less than half," Paustian said.
Retailers identify immense potential in educating account holders, particularly among white-collar professionals who make up most of this market. "FSA/HSA spending in beauty can redefine how consumers think about their routines," said Laura Unger of Sephora.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/04/44850223/march-retail-sales-exceed-forecasts-says-analyst">March Retail Sales Exceed Forecasts, Analyst Notes Best-Performing Sectors</a></li>
</ul>
Photo Courtesy: Steve Heap On Shutterstock.com

Retail Sales

ULTA

Retailers Target Billions In Unused FSA/HSA Funds With Wellness And Beauty Push

<a href="https://www.benzinga.com/money/best-spot-bitcoin-etfs">Digital asset investment products</a> recorded modest net inflows of $6 million last week, reflecting an overall mixed investor sentiment, according to the latest CoinShares report.
What Happened: The <a href="https://blog.coinshares.com/volume-230-digital-asset-fund-flows-weekly-report-c905b0aeed15">report</a> highlights regional divergences and asset-specific trends, as investors responded to stronger-than-expected U.S. economic data and shifting macro conditions.
"Sentiment remains highly volatile, with substantial intra-week outflows triggered by unexpectedly strong U.S. retail sales," the CoinShares team noted. 
Specifically, U.S.-based products saw $71 million in outflows, while Europe and Canada showed more positive momentum. Switzerland led with $43.7 million in inflows, followed by Germany with $22.3 million and Canada with $9.4 million.
Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) remained the focal point for most investors, although sentiment was divided. 
Intra-week movements fluctuated significantly before settling with minor net outflows of $6 million. 
Short Bitcoin products also saw their seventh consecutive week of outflows, dropping by $1.2 million, bringing total seven-week outflows to $36 million, or 40% of all assets under management for those products.
Also Read: <a href="https://www.benzinga.com/markets/cryptocurrency/25/04/44907123/ripple-coinbase-solana-among-crypto-firms-contributing-over-12m-to-trumps-inauguration-fund">Ripple, Coinbase, Solana Among Crypto Firms Contributing Over $12M To Trump&#8217;s Inauguration Fund</a>
Ethereum (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/eth/usd">ETH</a>) continued its persistent streak of underperformance, posting outflows of $26.7 million last week. 
This brings Ethereum's eight-week outflow total to $772 million, underscoring sustained investor caution. 
Despite this, Ethereum still ranks second in year-to-date inflows, with $215 million, suggesting some institutional resilience.
In contrast, XRP (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/xrp/usd">XRP</a>) defied broader trends with inflows of $37.7 million, making it the third-best performing asset this year in terms of net inflows. 
XRP has now accumulated $214 million in inflows for 2025, reflecting growing confidence from investors amid the asset's regulatory clarity and expanding institutional interest.
What&#8217;s Next: CoinShares' data reflects how digital asset flows remain closely tied to macroeconomic indicators and regional regulatory sentiment.
The report emphasizes that while investor behavior was cautious, especially in the U.S., optimism remains strong in selected European markets and for select altcoins.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/markets/cryptocurrency/25/04/44901448/5-catalysts-that-could-drive-bitcoin-higher-bernstein">5 Catalysts That Could Drive Bitcoin Higher: Bernstein</a></li>
</ul>
Image: Shutterstock

Coverage of Bitcoin, Etherum, Ripple and all the latest digital currencies.

Cryptocurrency

$ETH

$XRP

XRP Leads, Ethereum Bleeds As Crypto Investment Products See $6 Million In Inflows

EXAS

Exact Sciences launch of Oncodetect A New Test Designed To Detect Molecular Residual Disease (MRD) Across Multiple Solid Tumors

Earnings

Guidance

For FY2025, Danaher Initiates Adjusted EPS Guidance Of $7.60 To $7.75 Vs. Consensus Of $7.68, Reaffirms That Non-GAAP Core Revenue Will Grow Approximately 3% Year-Over-Year

Ascendiant Capital analyst Edward Woo maintains Surgepays (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SURG#NASDAQ">SURG</a>) with a Buy and raises the price target from $8.5 to $8.75.

SURG

Ascendiant Capital Maintains Buy on Surgepays, Raises Price Target to $8.75

Peoples Bancorp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PEBO#NASDAQ">PEBO</a>) reported quarterly earnings of $0.68 per share which missed the analyst consensus estimate of $0.73 by 6.85 percent. This is a 19.05 percent decrease over earnings of $0.84 per share from the same period last year. The company reported quarterly sales of $113.00 million which beat the analyst consensus estimate of $112.71 million by 0.25 percent. This is a 0.10 percent decrease over sales of $113.11 million the same period last year.

Earnings Beats

Earnings Misses

PEBO

Peoples Bancorp Q1 GAAP EPS $0.68 Misses $0.73 Estimate, Sales $113.00M Beat $112.71M Estimate

<figure class="table"> 
<table>
<tbody>
<tr>
<td colspan="2" rowspan="1">Full Year 2025 Outlook</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="2" rowspan="1">&nbsp;</td>
<td>&nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Shareholders' earnings per diluted share</td>
<td colspan="2" rowspan="1">$28.30 to $29.00</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="2" rowspan="1">&nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Add / (Subtract):</td>
<td colspan="2" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="2" rowspan="1">&nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Net losses on financial instruments3</td>
<td rowspan="1">$3.21</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="2" rowspan="1">&nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Amortization of other intangible assets3</td>
<td rowspan="1">$2.98</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="2" rowspan="1">&nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Transaction and integration related costs1,3</td>
<td rowspan="1">$1.35</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="2" rowspan="1">&nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Litigation and settlement expenses1,3</td>
<td rowspan="1">$0.06</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="2" rowspan="1">&nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Tax impact of non-GAAP adjustments3</td>
<td colspan="2" rowspan="1">Approximately ($1.75)</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="2" rowspan="1">&nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Net adjustment items</td>
<td rowspan="1">$5.85</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="2" rowspan="1">&nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Adjusted shareholders' earnings per diluted share</td>
<td colspan="2" rowspan="1">$34.15 to $34.85</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="2" rowspan="1">&nbsp;</td>
</tr>
</tbody>
</table>
</figure>

streetTRACKS Dow Jones U.S. Large Cap Value Index Fund

Elevance Health Reiterated 2025 Adjusted EPS Of $34.15-$34.85 Versus Consensus Of $34.22

The <a href="https://in.benzinga.com/media/25/02/43838655/iphone-17-pro-may-finally-get-wireless-reverse-charging-apple-reportedly-testing-power-sharing-with-airpods-apple-watch-and-more">iPhone 17 series</a>, the latest smartphone line-up from Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), is reportedly facing significant stock shortages, and CEO Tim Cook is worried about it.
What Happened: The scarcity of Low CTE fiberglass cloth is reportedly causing a strain on the stock of the iPhone 17 series. This material is a vital component in the manufacturing of SoC chips, RF packaging substrates, camera modules, and batteries, as per a <a href="https://wallstreetcn-com.translate.goog/articles/3745568?_x_tr_sl=auto&amp;_x_tr_tl=en&amp;_x_tr_hl=en&amp;_x_tr_pto=wapp">report</a> by Wall Street News.
The low CTE fiberglass cloth plays a crucial role in smartphones, especially in core electronic components that demand high precision and efficient heat dissipation. It helps align the thermal expansion properties of the chip and the substrate, minimizing mechanical stress from temperature fluctuations and enhancing the device's stability and longevity.
A supply chain source cited by Wall Street News revealed that Cook, Apple&#8217;s CEO, is pushing suppliers daily to rectify the shortage. The source stated, &#8220;Cook is so anxious that he is pushing suppliers every day.&#8221;
As per MacRumors, the <a href="https://in.benzinga.com/tech/25/02/43802471/apples-leaked-renders-show-iphone-17-air-and-pro-getting-unique-camera-islands-but-base-models-looks-may-disappoint-some">iPhone 17</a> models are expected to be launched in September.
Apple did not immediately respond to <a href="http://pro.benzinga.com">Benzinga&#8217;s</a> request for comment.
SEE ALSO: <a href="https://benzinga.com/25/04/44914780/michael-saylor-warns-leveraging-ethereum-and-solana-could-lead-to-ftx-terra-luna-like-situationcalls-them-balsa-wood-and-clay-bricks-to-bitcoins-steel" target="_blank" rel="noreferrer noopener">Bitcoin Is Steel, Ethereum And Solana Are Balsa Wood And Clay, Warns Michael Saylor—Strategy Chair Says Leveraging ETH, SOL Could Lead To &#8216;Catastrophe&#8217; </a>
Why It Matters: The<a href="https://in.benzinga.com/tech/25/03/44348175/apples-iphone-17-air-to-usher-in-new-era-of-slimmer-portless-models"> iPhone 17 </a>series represents more than just another flagship release for Apple—it marks the beginning of a new chapter for the brand. With a revamped design and noticeably larger camera islands on the Pro models, reminiscent of the upcoming Google Pixel 9, the lineup brings both style and innovation. Apple is also set to debut a new addition: the iPhone 17 Air, a sleeker, slimmer model aimed at users who value aesthetics.
Apple analyst Ming Chi Kuo stated in early March that there are three anticipated features of the iPhone 17 Air that could lead to better-than-expected battery life: a high-density battery, Apple's energy-efficient C1 modem, and the absence of an Ultra Wide camera, which allows for extra internal space to accommodate a larger battery, reported MacRumors. 
However, the limited availability of low-CTE fiberglass isn't Apple's only challenge. The company is also concerned about the possible effects of tariffs. While Apple currently enjoys a temporary exemption, relocating production from China in time to sidestep these tariffs appears improbable. Previously, Tim Cook had mentioned that he prefers iPhone manufacturing in China due to the availability of highly skilled labor. 
Even if manufacturing is shifted elsewhere, other countries would still be subject to tariffs, though potentially at lower rates. As a result, Apple may have to either absorb the additional costs or raise the prices of its phones.
<ul>
<li>READ MORE:&nbsp;<a href="https://benzinga.com/25/04/44915713/charlie-munger-once-said-he-could-go-on-and-on-listing-why-he-wont-want-donald-trump-in-the-oval-office" target="_blank" rel="noreferrer noopener">Charlie Munger Once Predicted That Trump Could Be &#8216;Quite Decisive&#8217; But Still Didn&#8217;t Want Him To Be President: Here&#8217;s Why</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Markets

Tech

AAPL

Apple's Tim Cook Reportedly 'Anxious' Over This Key Issue Threatening iPhone 17 Inventory: 'He Is Pushing Suppliers Every Day'

Offerings

Sunation Energy Filed For Mixed Shelf Of Up To $100M

For Q2 2025, Danaher Anticipates That Non-GAAP Core Revenue Will Grow Low-Single Digits Year-Over-Year

Danaher (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DHR#NYSE">DHR</a>) reported quarterly earnings of $1.88 per share which beat the analyst consensus estimate of $1.64 by 14.63 percent. This is a 2.08 percent decrease over earnings of $1.92 per share from the same period last year. The company reported quarterly sales of $5.74 billion which beat the analyst consensus estimate of $5.59 billion by 2.71 percent. This is a 0.95 percent decrease over sales of $5.80 billion the same period last year.

Danaher Q1 2025 Adj EPS $1.88 Beats $1.64 Estimate, Sales $5.74B Beat $5.59B Estimate

Synchrony Finl (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SYF#NYSE">SYF</a>) reported quarterly earnings of $1.89 per share which beat the analyst consensus estimate of $1.64 by 15.24 percent. This is a 60.17 percent increase over earnings of $1.18 per share from the same period last year. The company reported quarterly sales of $4.46 billion which missed the analyst consensus estimate of $4.56 billion by 2.11 percent. This is a 1.34 percent increase over sales of $4.41 billion the same period last year.

Synchrony Finl Q1 GAAP EPS $1.89 Beats $1.64 Estimate, Sales $4.46B Miss $4.56B Estimate

Elevance Health Q1 2025 Adj. EPS $11.97 Beats $11.38 Estimate, Sales $48.765B Beat $46.290B Estimate

The shares of First Solar Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>) jumped 7.18% to $122.45 during the pre-market session on Tuesday after the U.S. finalized plans to impose steep tariffs on most solar cells imported from Southeast Asia on Monday.
What Happened: Firms within the American Alliance for Solar Manufacturing Trade Committee have accused major Chinese solar panel manufacturers with factories in Malaysia, Cambodia, Thailand, and Vietnam of selling panels below production cost and benefiting from unfair subsidies, making American products uncompetitive, Reuters reported on Monday.
The case was initiated last year by Korea&#8217;s&nbsp;Hanwha Qcells, Arizona-based First Solar Inc., and several smaller producers.
The tariffs finalized on Monday vary significantly based on the company and country, with products from Cambodia facing duties exceeding 3,500% as a result of non-cooperation with the U.S. investigation. 
Jinko Solar&#8216;s Malaysian products were subject to some of the lowest combined anti-dumping and countervailing duties at 41.56%, while competing Trina Solar's Thai products were hit with steep tariffs of 375.19%.
To finalize the tariffs, the International Trade Commission must vote in June to determine if the industry was significantly harmed by the unfairly priced and subsidized imports.
See Also: <a href="https://benzinga.com/news/25/04/44902888/kevin-oleary-says-chinas-actions-have-wiped-out-millions-of-american-companies-i-dont-know-why-anyone-is-oka" target="_blank" rel="noreferrer noopener">Kevin O&#8217;Leary Says China&#8217;s Actions Have &#8216;Wiped Out&#8217; Millions Of American Companies—&#8217;I Don&#8217;t Know Why Anyone Is Okay With It&#8217;</a>
Why It Matters: China, which dominates 90% of the solar supply chain, has established factories across Southeast Asia to bypass U.S. tariffs. The new duties mark another blow as the U.S. ramps up its crackdown on Chinese imports.
In November, the U.S. Department of Commerce announced tariffs between 21% and 271% for Chinese solar panels sold through subsidiaries in Cambodia, Vietnam, Thailand and Malaysia. During the 2024 election, President Donald Trump pledged to impose tariffs on specific Chinese imports, including solar panels. 
Against this backdrop, Piper Sandler analyst Kashy Harrison stated in January that First Solar could <a href="https://www.benzinga.com/markets/25/01/42779225/this-domestic-solar-stock-fslr-could-shine-in-your-portfolio-if-president-elect-donald-trump-imposes-tariffs-on-chinese-solar-panels">gain significantly</a> from this development.
However, critics, including the Solar Energy Industries Association (SEIA), argue that the proposed tariffs could hurt U.S. solar manufacturers by increasing the cost of imported cells used in panel assembly at American factories which have been expanding since the clean energy manufacturing subsidy was introduced in 2022.
First Solar holds a Growth rating of 96.08% and a quality rating of 89.80%, according to&nbsp;<a href="https://www.benzinga.com/quote/FSLR" target="_blank" rel="noreferrer noopener">Benzinga&#8217;s Proprietary Edge Rankings</a>. The Benzinga Growth metric evaluates a stock's historical earnings and revenue expansion across multiple timeframes, prioritizing both long-term trends and recent performance. For an in-depth report on more stocks and insights into growth opportunities,&nbsp;<a href="https://www.benzinga.com/screener/top-momentum-stocks" target="_blank" rel="noreferrer noopener">sign</a>&nbsp;<a href="https://www.benzinga.com/screener/top-momentum-stocks" target="_blank" rel="noreferrer noopener">up for Benzinga Edge.</a>
<ul>
<li>Read More: <a href="https://benzinga.com/25/04/44914995/nvidia-dropped-nearly-5-on-monday-after-report-surfaced-chinas-huawei-is-mass-shipping-ai-chips-but-bernstein-ana" target="_blank" rel="noreferrer noopener">Nvidia Stock Fell Nearly 5% On Monday After Huawei Mass Shipping AI Chips In China Report Surfaced, But Bernstein Analyst Says It Doesn&#8217;t Matter: &#8216;They Can&#8217;t Compete Anyway&#8217;</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

FSLR

First Solar Stock Surges Over 7% In Pre-Market As US Sets Up To 3,500% Tariffs On Chinese-Owned Southeast Asian Solar Cells

Roche Holdings AG (OTC:<a class="ticker" href="https://www.benzinga.com/stock/RHHBY#OTC">RHHBY</a>) has revealed a $50 billion investment plan centering on manufacturing and research in the U.S., indicating a strategic change as<a href="https://www.benzinga.com/government/regulations/25/04/44847222/trump-administration-opens-probe-into-foreign-drug-imports-eyes-tariffs-under-national-security-law"> potential drug tariffs loom</a>.
What Happened: The Swiss pharmaceutical giant will establish new and expanded facilities across Indiana, Pennsylvania, Massachusetts, and California over the next five years.
The move entails crucial R&amp;D hubs, new production sites for weight-loss and gene therapies, and extended diagnostic operations. The plan is likely to create over 12,000 jobs, including thousands in facility staffing and construction.
See Also: <a href="https://www.benzinga.com/news/global/25/04/44899617/90-chance-of-recession-due-to-trumps-tariffs-sharp-slowdown-is-coming-economist-says">90% Chance Of Recession Due To Trump&#8217;s Tariffs: &#8216;Sharp Slowdown&#8217; Is Coming, Economist Says</a>
Why It Matters: The announcement was made as the pharmaceutical sector readies itself for possible tariffs on imported medicines. While drugs have so far been exempted, President Trump recently <a href="https://www.benzinga.com/25/04/44724763/pharma-industry-faces-jitters-as-trump-hints-at-historic-tariffs-bofa-outlines-probable-timeline">warned </a>that new tariffs on pharmaceuticals are coming shortly.
Roche's CEO Thomas Schinecker said the investment shows the company's "long-standing commitment" to U.S.-based innovation and production, according to the Wall Street Journal.
Once the plan is executed, Roche expects to export more medicines from the U.S. than it imports.
Earlier this month, President Trump proposed a &#8220;<a href="https://www.benzinga.com/25/04/44708204/trump-hints-at-major-tariff-on-imported-pharmaceuticals-us-pharma-stocks-tumble-in-wednesday-pre-market">major tariff</a>&#8221; on foreign pharmaceuticals, indicating that U.S. dependence on imports poses national security risks. The U.S. Department of Commerce is investigating the effect of these imports on the domestic supply chain, targeting essential medicines and public health readiness.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/04/44907170/upcoming-pfizer-earnings-call-might-be-focused-on-tariffs-policy-risks-and-obesity-pipeline">Upcoming Pfizer Earnings Call Might Be Focused On Tariffs, Policy Risks And Obesity Pipeline</a></li>
</ul>
Photo courtesy: Shutterstock

RHHBY

Roche's $50 Billion US Investment Commitment Includes New Facilities, 12,000 Jobs, Expanded R&D Hubs As Drug Tariffs Loom

U.S. stock futures rebounded on Tuesday following Monday&#8217;s selloff. Futures of major benchmark indices were higher in premarket.
President Donald Trump <a href="https://www.benzinga.com/economics/macro-economic-events/25/04/44910907/top-fed-voices-defend-powell-slam-trumps-attack-on-central-bank-independence">attacked</a> Federal Reserve Chairman Jerome Powell on Monday via a Truth Social post. He called him &#8220;Mr. Too Late,&#8221; and urged the Fed Chair to cut rates preemptively.
This <a href="https://www.benzinga.com/25/04/44914873/walgreens-to-pay-up-to-350m-for-illegal-opioid-prescriptions-doj-says">triggered a market selloff</a>, raising concerns about the central bank&#8217;s independence and Trump&#8217;s interference with the monetary policy.
The 10-year Treasury bond yielded 4.40%, and the two-year bond was at 3.79%. The CME Group's FedWatch <a href="https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html">tool&#8217;</a>s projections show markets pricing an 89.5% likelihood of the Federal Reserve keeping the current interest rates unchanged in its May meeting. 
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Futures</td>
<td>Change (+/-)</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>0.81%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>1.00%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>1.01%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>0.98%</td>
</tr>
</tbody>
</table>
</figure>
The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, rose in premarket on Tuesday. The SPY was up 1.06% to $519.32, while the QQQ declined 1.11% to $437.92, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a> data.
Cues From Last Session:
Energy, consumer discretionary, and information technology sectors pulled the U.S. stocks down on Monday.
Shares of&nbsp;Tesla Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)&nbsp;fell around 5.8%, while&nbsp;Nvidia Corp.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)&nbsp;lost about 4.5% on Monday.&nbsp;Amazon.com Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)&nbsp;shares dipped around 5% during the session.
Comerica Inc.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMA#NYSE">CMA</a>) fell despite&nbsp;reporting better-than-expected earnings for its first quarter on Monday.
After Monday&#8217;s close, the Nasdaq 100 was down 19.86% from its all-time high of 22,222.61 points. The S&amp;P 500 index was 16.09% lower than its previous record of 6,147.43 points, and the Dow Jones was 18.09% below its 52-week high of 45,073.63 points.
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Index</td>
<td>Performance (+/-)</td>
<td>Value</td>
</tr>
<tr>
<td>Nasdaq Composite</td>
<td>-2.55%</td>
<td>15,870.90</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>-2.36%</td>
<td>5,158.20</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>-2.48%</td>
<td>38,170.41</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>-2.14%</td>
<td>1,840.32</td>
</tr>
</tbody>
</table>
</figure>
Insights From Analysts:
Senior economist Jeremy Siegel stated in his weekly WisdomTree note that &#8220;Markets show signs of tension.&#8221;
According to him, tariffs may drive a temporary bump in spending as firms and households rush to front-load purchases, but that demand is borrowed from future quarters. That's not sustainable; it's a warning sign. And once the real price increases filter through to consumer goods, public sentiment will shift quickly.
&#8220;Earnings are starting to reflect this uncertainty, though much of Wall Street's consensus remains stale, still anchored in pre-tariff forecasts. CEOs should be updating their models now to reflect multiple trade scenarios, especially those most exposed to China or to consumer imports.&#8221;
Siegel also highlighted that Powell will be blamed for any issues arising from Trump&#8217;s policy decisions.
&#8220;I expect Trump to increasingly blame the ‘too slow Powell' for any downsides that materialize from Trump's policies. Powell may be technically secure in his position, but that doesn't mean he's insulated from blame.&#8221;
Lastly, he advised that &#8220;For income, I continue to favor dividend-paying equities and international exposure over long-duration bonds.&#8221;
Fundstrat&#8217;s Tom Lee urged Scott Bessent and Howard Lutnick to <a href="https://www.benzinga.com/25/04/44915795/tom-lee-urges-bessent-and-lutnick-to-put-points-on-the-board-for-a-positive-policy-shock-to-the-stock-market">deliver swift trade deals</a>, aiming for a positive market &#8220;policy shock.&#8221;
Echoing Charles Gasparino&#8217;s call for the White House to &#8220;put points on the board,&#8221; which is a sales jargon for quick action during a slump, Lee stated that the market is sending this same message to Bessent, Lutnick, and the Trump&#8217;s trade team.
"They got to cut some deals and let the world know, and they have to do so soon because this could get even uglier," Gasparino's post added.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">This is true &#x1f447; White House needs to put &quot;points on the board&quot; &#8211; this would be a positive &quot;policy shock&quot; <a href="https://t.co/XE4B6oVUi1">https://t.co/XE4B6oVUi1</a>
&mdash; Thomas (Tom) Lee (not drummer) FSInsight.com (@fundstrat) <a href="https://twitter.com/fundstrat/status/1914421616471380033?ref_src=twsrc%5Etfw">April 21, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
See Also: <a href="https://www.benzinga.com/money/how-to-trade-futures">How to Trade Futures </a>
Upcoming Economic Data
Here&#8217;s what investors will keep an eye on Tuesday:
<ul>
<li>Philadelphia Fed President Patrick Harker will speak at 9:30 a.m., Minneapolis Fed President Neel Kashkari will speak at 2:00 p.m., and Richmond Fed President Tom Barkin will speak at 2:30 p.m. ET.</li>
</ul>
Stocks In Focus:
<ul>
<li>Verizon Communications Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VZ#NYSE">VZ</a>) rose 0.75% in premarket on Tuesday as it is expected to report earnings before the opening bell. Analysts expect a quarterly earnings of $1.15 per share on revenue of $33.24 billion.</li>
</ul>
<ul>
<li>3M Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MMM#NYSE">MMM</a>) was 0.06% below the flatline as Wall Street expects it to report earnings of $1.77 per share on revenue of $5.76 billion after the closing bell.</li>
</ul>
<ul>
<li>Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) was up 0.66% as it is expected to report earnings after the closing bell. Analysts expect a quarterly earnings of 41 cents per share on revenue of $21.35 billion.</li>
</ul>
<ul>
<li>AZZ Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AZZ#NYSE">AZZ</a>) declined 4.66% after posting weaker-than-expected sales for its fourth quarter on Monday. The company reiterated its FY26 EPS forecast of $5.50-$6.10 on revenue of $1.625 billion-$1.725 billion.</li>
</ul>
<ul>
<li>Calix Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CALX#NYSE">CALX</a>) jumped 13.14% after reporting better-than-expected first-quarter financial results and issuing strong second-quarter guidance. The company also announced an authorized increase to its stock repurchase program.</li>
</ul>
<ul>
<li>Guidewire Software Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GWRE#NYSE">GWRE</a>) advanced 0.97% after committing $60 million to advance cloud-based insurance innovation and compliance in Japan.</li>
</ul>
<ul>
<li>S&amp;P Global Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPGI#NYSE">SPGI</a>) jumped 2%, while Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) was 1.28% higher after the former launched AI-ready commodities data integrated with MSFT&#8217;s 365 Copilot.</li>
</ul>
<ul>
<li>Atkore Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ATKR#NYSE">ATKR</a>) climbed 5.08% after reporting preliminary second-quarter results, maintaining its full-year outlook.</li>
</ul>
<ul>
<li>Standard Lithium Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SLI#NYSE">SLI</a>) surged 45% after its South West Arkansas Project received special designation as a priority transparency critical mineral project from the Trump Administration.</li>
</ul>
Commodities, Gold, And Global Equity Markets:
Crude oil futures were trading higher in the early New York session by 1.68% to hover around $63.46 per barrel.
Gold Spot US Dollar advanced 0.92% to hover around $3,455.17 per ounce. Its fresh record high stood at $3,499.92 per ounce. The U.S. Dollar Index spot was higher by 0.07% at the 98.3450 level.
Asian markets were mostly lower on Wednesday, Hong Kong's Hang Seng and India's S&amp;P BSE Sensex index advanced, while Japan's Nikkei 225, China&#8217;s CSI 300, Australia's ASX 200, and South Korea's Kospi index ended lower. European markets were mixed in early trade.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/04/44916388/chicago-fed-chair-goolsbee-agrees-with-bessent-fed-independence-is-a-jewel-box-awaits-tariff-revisit-before-jumping-to-action">Chicago Fed Chair Goolsbee Agrees With Bessent: &#8216;Fed Independence Is A Jewel Box,&#8217; Awaits Tariff Revisit Before &#8216;Jumping To Action&#8217;</a></li>
</ul>
Photo courtesy: Shutterstock

Futures

Treasuries

Pre-Market Outlook

AMZN

ATKR

CALX

GWRE

MSFT

NVDA

SPGI

TSLA

US Stocks Likely To Open Higher Amid Trump's Preemptive Rate Cut Call:  Earnings Are Starting To Reflect This 'Uncertainty,' Says Expert

Mercantile Bank (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBWM#NASDAQ">MBWM</a>) reported quarterly earnings of $1.21 per share which beat the analyst consensus estimate of $1.19 by 1.68 percent. This is a 9.7 percent decrease over earnings of $1.34 per share from the same period last year. The company reported quarterly sales of $57.25 million which missed the analyst consensus estimate of $57.43 million by 0.31 percent. This is a 1.68 percent decrease over sales of $58.23 million the same period last year.

MBWM

Mercantile Bank Q1 EPS $1.21 Beats $1.19 Estimate, Sales $57.25M Miss $57.43M Estimate

ALLT

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Press Releases

Centerra Gold Provides Notice of Fourth Quarter 2024 Results Release and Conference Call

Grid Battery Metals Update - Fall 2024 Drilling Results on Its Clayton Valley Lithium Project

Centerra Gold Reports Fourth Quarter and Full Year 2024 Results and 2025 Outlook; Strong Cash Flow from Operating Activities and $625 Million in Cash and Cash Equivalents

Centerra Gold Announces 2024 Year-End Mineral Reserves and Resources, Including an Initial Resource at Goldfield; Provides Exploration Update

Dividends

Centerra Gold Announces Quarterly Dividend of C$0.07 per Common Share

Management

Centerra Gold Announces Executive Changes

Grid Battery Closes Acquisition of Copper Property with  AC/DC Battery Metals Inc

Centerra Gold Files Annual Report on Form 40-F

Centerra Gold Provides Notice of First Quarter 2025 Results and Conference Call and Details for Annual Meeting of Shareholders

Kestrel Partner Centerra to Continue Exploration at Kestrel's QCM Gold Property

CYDVF

EVKRF

KSTBF

NILIF

TSX:CG

TSXV:CELL

TSXV:KGC

TSXV:LCE

TSXV:NILI

TSXV:NWST

Scotiabank

CIBC

Raymond James

TD Securities

월요일(21일) 금 가격이 사상 최고치로 급등했다. 금은 월요일 오전 11시 20분(동부표준시 기준) 온스당 2.5% 상승한 3,410달러로 상승했다. 이는 미국 금융자산에 대한 불신과 인플레이션 우려로 인해 <a href="https://www.benzinga.com/topic/donald-trump" target="_blank" rel="noopener">2010년대 초</a> 글로벌 부채 위기 이후 볼 수 없었던 안전자산으로의 도피가 이어지는 것을 의미한다.
3월 초부터 SPDR Gold Trust(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLD#NYSE">GLD</a>)가 추적하는 금 가격은 19.4%라는 놀라운 상승률을 기록하며 2011년 8월 이후 가장 강력한 2개월 랠리를 이어가고 있다.
거시 경제 불안정성, 정치적 마찰, 달러와 미국 국채에 대한 투자자들의 회의론이 &#8216;퍼펙트 스톰&#8217;을 일으키며 금 상승세를 지지했다.
<h3 class="wp-block-heading">금 가격 급등의 배경은?</h3>
금의 극적인 상승 근원은 펀더멘털, 구조적, 행동적 동인의 강력한 조합에 있다.
한때 안전한 피난처였던 미국 달러와 장기 국채는 최근 몇 주 동안 도널드 트럼프 대통령의 관세 공세와 제롬 파월 연준 의장과의 불화가 심화되면서 정치적 개입에 대한 우려가 커지고 미국 기관에 대한 신뢰가 약화되는 가운데 압력을 받고 있다.
이러한 상황에서 중립적이고 오랜 기간 검증된 가치 저장 수단이라는 금의 명성은 안정성을 추구하는 자본을 끌어들이고 있다.
그 결과 전통적인 헤지 수단이 흔들리는 중이다. 그러나 금은 권력자의 실수에 영향을 받지 않고 수 세기에 걸친 가치 저장 수단으로서의 지위를 바탕으로 하기 때문에 거시적 불확실성 증가로부터 피난처를 찾는 자본의 피난처로 부상했다.
<h3 class="wp-block-heading">금 ETF에 대한 대규모 자금 유입, 강력한 투자 수요 의미</h3>
금에 대한 투자자들의 열망은 트럼프가 백악관으로 공식 복귀한 1월 중순 이후 금으로 뒷받침되는 상장지수펀드(ETF)로의 대규모 자금 유입을 통해 분명히 확인할 수 있다.
<figure class="wp-block-table is-style-stripes">
<table style="overflow:auto; height: 90px; display: block;">
<thead>
<tr>
<th>ETF</th>
<th>유입액 (1월 중순 ~ 4월 중순)</th>
</tr>
</thead>
<tbody>
<tr>
<td>SPDR Gold Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLD#NYSE">GLD</a>)</td>
<td>$83억 5천만</td>
</tr>
<tr>
<td>iShares Gold Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IAU#NYSE">IAU</a>)</td>
<td>$35억</td>
</tr>
<tr>
<td>SPDR Gold MiniShares Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLDM#NYSE">GLDM</a>)</td>
<td>$24억 6천만</td>
</tr>
<tr>
<td>ProShares Ultra Gold (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UGL#NYSE">UGL</a>)</td>
<td>$1억 1,700만</td>
</tr>
<tr>
<td>Goldman Sachs Physical Gold ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AAAU#NYSE">AAAU</a>)</td>
<td>$3억 490만</td>
</tr>
</tbody>
</table>
</figure>
이러한 대규모 유입 흐름은 광범위한 기관 및 소매 수요를 나타낸다. 골드만삭스 애널리스트 리나 토마스는 이번 랠리가 단기 투기 세력에 의해 주도되고 있지 않다고 말했다.
토마스는 "데이터에 따르면 투기적 흐름이 크게 회복되지 않은 상태에서 이러한 움직임이 발생했다&#8221;고 했다.
"COMEX 투기 포지션이 여전히 온건한 것으로 추정되는 가운데, 이번 랠리는 구조적으로 뒷받침되고 있으며 급격한 단기 청산 위험에 덜 노출된 것으로 보인다. 따라서 현재 수준을 전술적으로 매력적인 진입점으로 보고 있으며, 이는 연말 전망치인 3,700달러에 대한 상승 리스크를 강화한다고 생각한다.&#8221;
야데니 리서치의 대표인 에드 야데니는 현재의 금 모멘텀이 1년 전의 자신의 주장을 입증하고 있다고 말했다.
&#8220;2024년 2월 말 온스당 2,000달러를 돌파한 이후 금에 대해 강세를 보였다. 올해 말까지 4,000달러 목표가 점점 더 현실적으로 보인다. 그렇게 된다면 2026년 말에는 5,000달러가 목표가 될 것이다.&#8221;
더 골드 불리언 컴퍼니(The Gold Bullion Company)의 릭 칸다(Rick Kanda)는 이렇게 말했다. "이러한 상황은 많은 자산에 위기로 다가올 수 있지만, 금에 있어서는 완벽한 결과다. 미국 주식시장에서 수조 달러의 손실이 발생하고 투자자들이 주식이나 비트코인(CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) 같은 위험 자산보다는 안전자산을 찾아 실물 금으로 기울면서 인플레이션에 대한 우려가 여전히 높다.&#8221;
<h3 class="wp-block-heading">금광업체들, 모멘텀 되찾다</h3>
이러한 금 랠리는 2024년 대부분의 기간 동안 실물 금괴가 부진했던 금광업체들도 끌어올리고 있다. 반에크는 월요일에 "금은 금 상장지수펀드에 대한 새로운 자금 유입과 글로벌 중앙은행의 지속적인 수요 강세에 힘입어 온스당 3,000달러를 넘어 사상 최고치까지 치솟았다&#8221;고 했다.
"동시에 금광업체는 금 가격에 대한 레버리지를 회복하기 시작하여 올해 지금까지 가장 실적이 좋은 주식으로 부상하고 있다."
VanEck Gold Miners ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GDX#NYSE">GDX</a>)는 연초 대비 52% 가까이 상승하며 2007년 펀드 출범 이후 가장 높은 연간 상승률을 기록했다.
금의 강력한 랠리에 대응하여 월요일 뱅크오브아메리카는 북미 금 및 은 관련 기업에 대한 목표주가를 올렸다.
이는 귀금속 부문의 1분기 실적 시즌을 앞두고 나온 조치로, 4월 23일에는 뉴몬트(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEM#NYSE">NEM</a>), 4월 24일에는 애그니코 이글 마인스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AEM#NYSE">AEM</a>)가 실적을 발표할 예정이다.
주요 종목의 새로운 목표주가는 다음과 같다.
<figure class="wp-block-table is-style-stripes">
<table style="overflow:auto; height: 90px; display: block;">
<thead>
<tr>
<th>종목</th>
<th>새로운 목표주가</th>
<th>이전 목표주가</th>
</tr>
</thead>
<tbody>
<tr>
<td>애그니코 이글 마인스</td>
<td>$159</td>
<td>$142</td>
</tr>
<tr>
<td>배릭 골드 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GOLD#NYSE">GOLD</a>)</td>
<td>$23</td>
<td>$19.50</td>
</tr>
<tr>
<td>킨로스 골드 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KGC#NYSE">KGC</a>)</td>
<td>$17.50</td>
<td>$15</td>
</tr>
<tr>
<td>뉴몬트</td>
<td>$70</td>
<td>$60</td>
</tr>
<tr>
<td>B2골드 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BTG#NYSE">BTG</a>)</td>
<td>$3.10</td>
<td>$2.75</td>
</tr>
<tr>
<td>센테라 골드 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CGAU#NYSE">CGAU</a>)</td>
<td>$6.50</td>
<td>$5.50</td>
</tr>
<tr>
<td>엘도라도 골드 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EGO#NYSE">EGO</a>)</td>
<td>$19.50</td>
<td>$17.25</td>
</tr>
<tr>
<td>아이엠골드 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IAG#NYSE">IAG</a>)</td>
<td>$9.25</td>
<td>$7.75</td>
</tr>
<tr>
<td>SSR 마이닝 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SSRM#NASDAQ">SSRM</a>)</td>
<td>$9.75</td>
<td>$8.50</td>
</tr>
<tr>
<td>알라모스 골드 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AGI#NYSE">AGI</a>)</td>
<td>$35</td>
<td>$30.50</td>
</tr>
<tr>
<td>뉴 골드(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NGD#NYSE">NGD</a>)</td>
<td>$4.55</td>
<td>$4.10</td>
</tr>
<tr>
<td>팬 아메리칸 실버 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PAAS#NASDAQ">PAAS</a>)</td>
<td>$32</td>
<td>$27</td>
</tr>
<tr>
<td>프랑코 네바다 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FNV#NYSE">FNV</a>)</td>
<td>$195</td>
<td>$165</td>
</tr>
<tr>
<td>로얄 골드 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RGLD#NASDAQ">RGLD</a>)</td>
<td>$183</td>
<td>$164</td>
</tr>
<tr>
<td>트리플 플래그 프레셔스 메탈스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TFPM#NYSE">TFPM</a>)</td>
<td>$27</td>
<td>$24</td>
</tr>
<tr>
<td>휘턴 프레셔스 메탈스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WPM#NYSE">WPM</a>)</td>
<td>$100</td>
<td>$86</td>
</tr>
</tbody>
</table>
</figure>
사진: Shutterstock
Benzinga Pro의 독점 뉴스 및 도구로 수익률을 높이세요.
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

뱅크오브아메리카 증권 애널리스트인 로슨 윈더(Lawson Winder)는 지난주 금 가격의 성과와 앞으로의 방향에 대해 설명했다.
금 가격은 그의 장기 목표가인 온스당 3,000달러를 넘어섰으며, 투자 수요가 10% 증가하면 3,500달러까지 상승할 가능성이 있다고 전망했다.
또한 중국 보험 부문은 자산의 최대 1%를 금에 할당할 수 있으며, 이는 연간 금 시장의 약 6%에 해당한다. 중앙은행들은 현재 보유액의 약 10%를 금으로 보유하고 있으며, 포트폴리오 효율성을 위해 금 보유량을 30% 이상으로 늘릴 수 있다.
개인 투자자들도 금에 대한 관심이 높아지면서 주요 지역에서 실물 기반 금 ETF가 전년 대비 4% 상승했다.
또한 잠재적인 무역 정책 불확실성과 미국 달러 약세도 금 가격을 더욱 상승시킬 수 있다. 애널리스트는 미국 재정 적자의 재조정도 금에 대한 강세 전망을 만들 수 있다고 지적했다.
3월 27일, 트럼프가 미국산 수입 승용차에 25% 관세를 부과하겠다고 발표한 후 금은 온스당 3,060달러까지 치솟았다.
3월 28일에는 연준이 선호하는 인플레이션 지표인 개인소비지출(PCE) 지수가 예상보다 높게 발표되면서 상승세가 이어져 온스당 3,087달러까지 올랐다.
금은 2.1% 상승한 온스당 3,085달러에 마감했고 주요 금 주가 지수도 상승했다.
<ul>
<li>S&amp;P/TSX 글로벌 금 지수: +1.9%</li>
<li>필라델피아 금은 지수: +1.4%</li>
<li>NYSE Arca 금 BUGS 지수: +2.0%</li>
</ul>
로슨 윈더가 커버하는 모든 북미 금 생산업체가 2024년 말 금 매장량을 발표했으며, 엘도라도 골드(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EGO#NYSE">EGO</a>)는 9월 30일 기준으로, 팬 아메리카 실버(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PAAS#NYSE">PAAS</a>)는 6월 30일 기준으로 보고했다.
대부분의 회사가 2025년 생산량 가이던스를 발표했지만, SSR 마이닝(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SSRM#NASDAQ">SSRM</a>)은 아직 발표하지 않았다. SSR 마이닝은 합리적인 2025년 생산 추정치를 사용하여 매장량 수명 분석에 포함되었다.
윈더는 매장량이 증가하는 추세에 있지만 이러한 성장은 주로 매장량이 크게 증가하기보다는 연간 금 생산량이 감소했기 때문이라고 지적했다. 또한 2024년 총 금 매장량은 1.4% 증가에 그친 반면 생산량은 8% 감소했다고 지적했다.
이미지 출처: Shutterstock
Benzinga Pro의 독점 뉴스 및 도구로 수익률을 높이세요.
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

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