Japanese oil demand, crunching the data in China’s steel sector and the oversupplied iron ore outlook.
In the space of a couple of years, the global rare earth picture has changed substantially. The future balance of supply and demand is a complex and difficult equation to solve, which has ramifications for Australia’s Lynas Corp.
iQuant observes the ASX200 continues to creep higher, defying the odds.
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. JP Morgan has made a sector call on the banks, upgrading Westpac and downgrading CBA on a relative basis.
FNArena’s weekly update on short positions in the Australian share market.
A wrap of the day’s activity on the Australian stock market.
Brokers hold a mirror to the earnings season and find several themes are emerging.
Peter Switzer of the Switzer Super Report believes a trough in the RBA cash rate may be near. Shold borrowers now fix low rate mortgages?
Michael Gable of Novus Capital suggests a stagnant Australian market is threatening a 5% pullback, but the timing is unclear.
The uranium price has fallen another US$2.00, making it look like sub US$40 prices might be here for a while.
