Base Metals and Minerals

Barclays Capital’s analysis of monthly seasonal trends shows equities tend to struggle in August, commodities are mixed and the yen, US dollar and bonds perform better.

The Fed made no policy changes last night but reiterated its willingness to do so, leaving markets back in limbo ahead of tonight’s ECB meeting. Dow down 32. (Accessible only for subscribers before 10:15 AEDT)

A glance through the latest expert views and predictions about commodities, with expectations for weak August prices to be followed by gains later this year and updates on aluminium, copper and de-rating in gold stocks.

Consensus still has the Fed not moving tonight, while Germany continues to put a potential spanner in the works for the ECB. Dow down 64. (Accessible only for subscribers before 10:15 AEDT)

It was all quiet on the global market front last night ahead of the Fed and ECB meetings. Dow down 2. (Accessible only for subscribers before 10:15 AEDT)

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

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

Draghi sparks up stock markets with some familiar platitudes, while elsewhere markets remain less convinced. Dow up 211. (Accessible only for subscribers before 10:15 AEDT)

A glance through the latest expert views and predictions about commodities with further revisions to price forecasts and updates on the oil, base metal, coal and steel markets.

A suggestion the ESM could secure a banking licence had the euro bouncing hard last night, gold up, and US stocks in a muddle. Dow up 53. (Accessible only for subscribers before 10:15 AEDT)