Base Metals and Minerals

Analysts are starting to see a recovery in the iron ore market, oil price assumptions are revised, and sector stock preferences are updated.

A dire warning from Hewlett Packard and a technical breakdown in oil offset solid US economic data last night. Dow up 12. (Accessible only for subscribers before 10:15 AEDT)

Madrid has rejected the idea of a bail-out and Wall Street frets over the upcoming earnings season. Dow down 32. (Accessible only for subscribers before 10:15 AEDT)

A surprising turnaround in US manufacturing sent Wall Street flying until Bernanke cooled the mood. Dow up 77. (Accessible only for subscribers before 10:15 AEDT)

Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.

Spain’s budget cuts were well received, as was China’s big liquidity injection. Dow up 72. (Accessible only for subscribers before 10:15 AEDT)

A glance through the latest expert views and predictions about commodities with BA-ML revising commodity forecasts and updates on the bulks, base and platinum group metals.

Wall Street continues to slip, quietly, as the quarter-end approaches. Dow down 44. (Accessible only for subscribers before 10:15 AEDT)

A profit warning from Caterpillar and riots in Madrid finally tipped Wall Street over last night. Dow down 101. (Accessible only for subscribers before 10:15 AEDT)

A glance through the latest expert views and predictions about commodities with updated expectations for commodity markets, bullish views on gold and oil and commentary on bulks and aluminium.