Base Metals and Minerals

Weekly update on recommendation, target price, and earnings forecast changes.

A glance through the latest expert views and predictions about commodities with Barclays Capital updating forecasts, Citi reiterating oil price estimates and reviews of aluminium, bulks and gold.

A glance through the latest expert views and predictions about commodities with both Standard Chartered and UBS turning more bullish resources plus updates on the bulks and mineral sands.

Falling iron ore prices and shelved capex plans have the market running scared, but analysts ensure Australia’s mining boom is far from over.

The Big Switcheroo from defensives into Risk Assets is receiving support from technical charts.

FNArena’s weekly update on short positions in the Australian share market.

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

There was nothing really new here, just another pledge and a confirmation of rumours. But the world liked it. Dow up 244. (Accessible only for subscribers before 10:15 AEDT)

Lynas has finally been granted a licence for its plant in Malaysia but while the share price has responded positively, brokers see reasons to remain cautious.

More rumours flowed last night with one night to go, this time suggesting the ECB will buy unlimited bonds and sterilise them. Dow up 11.(Accessible only for subscribers before 10:15 AEDT)