Base Metals and Minerals

A glance through the latest expert views and predictions about commodities with supportive factors identified for gold, copper and oil and an update on Brazilian iron ore output.

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

With Jewish New Year in swing, lack of volume is affecting meaningless movement on Wall Street, although the bond sell-off is hotting up. Dow up 28.

Having held up in price despite stock market weakness, investors may be wary of copper. But brokers argue there is are plenty of drivers of further upside.

Morgan Stanley suggests Diversified Resources stocks are about to enjoy upgrades to market forecasts. Plus a rally for copper. Plus the latest views on media stocks in Australia.

A successful Portuguese bond auction allayed fears last night while the Fed Beige Book told us nothing we didn’t already know. Dow up 46.

Questions over European bank stress tests saw Wall Street sell off last night amidst minimal volume. Dow down 107.

Markets took a breather last night with the US closed for the Labor Day holiday.

The Australian economy has never had it so good, finds NAB, as long as you’re nowhere near the south-east corner.

Chartists at Barclays remain unconvinced about the risk assets rally’s support. They’ll be watching Tuesday’s US equity action closely.