Base Metals and Minerals

Suddenly Wall Street is concerned about the rise in the yen, and the subsequent prospect of Japanese rates going even further into the negative. Dow down 174. (Accessible only for subscribers before 10:15 AEST)

A surprise fall in weekly US crude inventories sent oil higher last night and the old correlation kicked back in. Dow up 112. (Accessible only for subscribers before 10:15 AEST)

The IMF weighed into the slowing global growth story last night with an endorsement of negative interest rates, sending bond yields tumbling. Dow down 133. (Accessible only for subscribers before 10:15 AEST)

Mixed signals for copper; aluminium prices under threat; specific commodity exposure more critical for Australian resources; a steel & scrap rally.

Wall Street was relatively quiet last night as traders look ahead to the beginning of earnings season next week. Dow down 55. (Accessible only for subscribers before 10:15 AEST)

Western Areas has chosen to alleviate its balance sheet pressure with a capital raising but the key question remains. When will the nickel price recover?

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

Wall Street ended a very wild quarter with a whimper ahead of tonight’s jobs numbers. Dow down 31. (Accessible only for subscribers before 10:15 AEST)

What will it take for crude to rise?; focus on copper to return to China & production; divergence in aluminium prices.

Revenue trends in China; Chinese resources demand; hard times for coal; speculative buying in copper.