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Gold Moves Higher But Miners Don’t

Published 06/02/2017, 01:11 AM
XAU/USD
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GC
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HUI
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DXY
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Wednesday's session was yet another one in row when mining stocks underperformed the yellow metal, which continues to have bearish implications. Nonetheless, gold moved to new short-term highs and in today’s alert we’re going to discuss the implications of this move.

In short, there are no important ones. Let’s see why (charts courtesy of http://stockcharts.com).

Short-term Gold price chart - Gold spot price

The key reason is that gold didn’t break above the rising resistance line based on the previous major lows (in terms of daily closing prices). Without the above, there is no breakout to discuss, so the outlook is just as it was previously.

The additional reason for us to view Wednesday's move as something negligible is the size of the volume – it was relatively small, which suggests that “up” is not the true direction of gold and that the buying power is drying up. The volume was not extremely low, though, so it doesn’t have to be the case that the top is already in (especially that the USD Index hasn’t moved to 96.4 yet), but it does indicate that even if another move higher is to be seen, it’s not likely to be significant.

Another reason to think that nothing really changed is a really minor change with regard to Monday’s session. If we use kitco.com’s prices instead of the above ones, Friday’s closing price was about $1,267 and Wednesday's closing price was $1,268.60 – basically nothing changed despite an intra-day price spike in the meantime.

HUI Index chart - Gold Bugs, Mining stocks

Gold stocks have once again changed very little and they are very far from making new highs – their underperformance continues. Moreover, please note that the HUI Index is not only below the rising blue resistance lines, but also below the black declining line (based on the August 2016 and February 2017 highs). Consequently, last month’s upswing appears to have been nothing more than just a verification of the breakdown below the rising blue line, especially that miners corrected only to the 61.8% Fibonacci retracement without closing above it. The outlook for miners remains bearish.

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