Are you looking for a lifeboat when financial markets are drowning? This is what I think can be one of the biggest ones FTSE 100 Stocks to be considered today.

Classic sheltered haven

While stock market markets are in failure, gold prices are still growing in strength. Retail demand for yellow metal is at the level of Covid-19 crisis. And today prices have reached fresh peaks above 3,500 USD per ounce.

Amazing, Gold recorded daily profits of $ 100 or more within three out of the last eight days. This pulled out the prices of shares of precious metal producers, such as Fresnillo (LSE: Fres) through the roof.

This particular miner FTSE 100 has just undergone 10 pounds per action for the first time since the beginning of 2021. I think it can still grow.

Gold has increased by 44% over the past year, driven by the expectations of reducing interest rates increasing inflation. Signs of growing geopolitical voltage and the introduction of trade tariffs spending growth also increased prices.

Fed tensions are increasing

But that’s not all. Recently, precious metals have increased by the threat of US President Donald Trump to remove the head of the Federal Reserve Jerome Powell.

For Adrian Ash, an analyst from Gold Retire Bullionvault, this is not a surprise. The one who explains: “Gold tends to cope when other assets are doing badly, but it’s best when people lose their faith in central banks, and Trump does everything in his power to destroy his trust and trust in the federal reserve. “

The threat to the impartiality of the Fed and the American economy also hit the American dollar, which, providing gold. Subdued zloty makes cheaper buying assets denominated in dollars, such as goods.

By the way, the weaker currency in the USA is provided by Fresnillo – which incurs expenses in Mexican Pesos, but dollars reports – with an augment in exchange rate.

Without traces of the White House of Spilling Rhetoric or a change in economic policy, I expect the conditions for gold and gold producers.

Assumption

In this climate I like golden supplies, such as Fresnillo, because the augment in their profits tends to overtake the augment in metal price. Simply put, most of their costs are determined, which means that almost every additional earned dollar flows straight to the resulting line when the value of gold increases, strengthening the augment in profits.

Gold prices are significantly ahead of the costs supporting Fresnillo (AISCS), which in 2024 amounted to an average of USD 1,578.45 per ounce during gold. And because the bullion is still higher, the margin between the market price and production costs is constantly expanding, which additionally increasing the company’s profits.

It is essential to remember that the Mexican company is also the main silver producer and that the prospects here is less encouraging than gold. When the global economy cools down, metal with a double role may break down if industrial consumption drops.

While the increasing price may be ahead of us, the prices of silver at the moment remain comfortably overtaking the silver AISC of Górnik (they averaged USD 18.52 per ounce last year). A violent decline cannot be ruled out, but for now the company still has a convenient margin to maintain powerful profitability.

With the augment in gold prices, I think Fresnillo is one of the best FTSE 100 shares to consider the purchase in the current climate.