What Miners' Outperformance Could Be Telling Investors -- Market Talk

Dow Jones09:55

0155 GMT - There are three things that could be responsible for the outperformance of metals and mining shares over the past six or so months, according to Jefferies analyst Christopher LaFemina. First is a shift by investors into "real" assets as a hedge against a weaker greenback, geopolitical risk and inflation risk, he says. "Second is that this price strength is a warning sign that the Fed will have to do a massive easing to bail out the economy," says LaFemina. Third is that the global industrial economy is recovering, he says. "We believe it is the first bucket but hope it's the third," LaFemina says. (rhiannon.hoyle@wsj.com; @RhiannonHoyle)

(END) Dow Jones Newswires

March 01, 2026 20:55 ET (01:55 GMT)

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Third is that the global industrial economy is recovering, he says. \"We believe it is the first bucket but hope it's the third,\" LaFemina says. 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