Base Metals and Minerals

Bad weather impacted on production in the March quarter but brokers continue to see value in BHP Billiton at current levels.

A strong euro, soaring commodity prices and solid US earnings results. Bring on the risk trade. Gold at 1500. The Aussie at 1.07. Dow up 186.

While analysts query Woodside’s expansion schedule, Santos and BHP score downgrades.

A bounce in commodity prices and some well received earnings reports saw Wall Street recover further from Monday’s initial sell-off last night. Dow up 65.

A glance through the latest expert views and predictions about commodities, with higher coking coal forecasts, investors prefering direct exposure to precious metals and support for copper and uranium prices.

S&P last night put the US on negative credit watch, sparking a widespread sell-off. Dow down 140.

Chinese nickel pig iron may be dominating nickel market sentiment at present but Barclays suggests there are still reasons to maintain a bullish stance on the metal.

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

Accusations against Goldman Sachs, a rise in jobless claims and a jump in inflation sent Wall Street down early before grafting back. Dow up 14.

A glance through the latest expert views and predictions about commodities with reasons to remain positive on uranium demand, some caution on silver and copper prices and UBS reviewing some forecasts.