Shares of precious metals-related companies are trading lower as gold and silver decline amid a stronger dollar and rising yields. Recent comments from the Fed's Barkin on inflation and future rate hikes prompt expectations of tighter monetary policy, which would create headwinds as investors rotate into fixed income.

Can Newmont's Record Free Cash Flow Momentum Carry Into Q3?

Newmont Corporation reported record second-quarter free cash flow of $2.2 billion, up 29% year-over-year, driven by operational efficiency and higher gold prices. The company is using strong cash flows to fund growth projects, dividends, and share buybacks. Peers Barrick Mining and Agnico Eagle Mines also reported strong cash flow generation in Q2 2026.

Can Agnico Eagle Sustain Its Shareholder-Friendly Capital Strategy?

Agnico Eagle Mines (AEM) returned a record $625 million to shareholders in Q2 2026, supported by record free cash flow of $1.3 billion. The company plans to return 40% of annual free cash flow to shareholders this year through dividends and buybacks. Peers Barrick Mining and Newmont Corporation also demonstrated strong cash generation and shareholder return programs.

Agnico Eagle Mines shares are trading higher after the company announced it sold the El Barqueño property to Luca Mining.

Shares of precious metal-related companies are trading higher as bond yields and oil prices retreat, which alleviates pressure on the physical gold and silver markets.

Shares of precious metals-related companies are trading lower. Elevated energy costs, dollar strength and rising Fed rate-hike expectations are eroding the price outlook for traditional inflation hedges such as gold and silver.

Hot PPI Sinks Gold, Freight Stocks: 10 Names To Watch Thursday

August PPI ran hot at 5.4%. Gold fell 2%, the 10-year hit 4.90% and economists split on a September Fed hike.