There simply is no two ways about it: China’s economy is slowing down.
A glance through the latest expert views and predictions about commodities, with an assessment of how Chinese economic growth impacts on steel markets and reviews of the coal and energy sectors.
GS analysts don’t think RSPT concessions will boost mining stocks, while Citi calculates earnings risks and others line up their favourites.
If history repeats itself, Australian equities, copper, oil and silver should all perform well in July.
In the view of Barclays Capital there are factors that could be positive for the natural gas market but none are likely or enough on their own to push prices significantly higher.
A glance through the latest expert views and predictions about commodities, with Macquarie looking at the impact on Australian growth of mining sector investment, how Chinese policy changes could impact and Deutsche updating its commodity sector forecasts.
RBS evaluates stocks impacted by changing dividend rules while JP Morgan weighs up the RSPT against the PRRT and Morgan Stanley warns of lower earnings for retail banking.
FNArena has the pleasure to welcome senior resources analyst Gavin Wendt as contributor to our news and analysis service.
The TechWizard reports equity indices in the US and in Australia are approaching key support levels.
The latest plasma market data in the US suggest some IVIG volume growth but brokers have offered mixed reactions.
