Base Metals and Minerals

A glance through the latest expert views and predictions about commodities with supply seen as the key to platinum prices, oil prices expected to consolidate above US$80 and some new coverage of Oz iron ore plays.

Weak data and mixed earnings results at the consumer level took the gloss of Monday’s rally last night. Dow down 38. (Locked for subscribers until 10:00 AEST)

A glance through the latest expert views and predictions about commodities with an improving outlook for base metal prices and Morgan Stanley seeing Citadel as an Undervalued copper exposure.

Not too negative data had Wall Street on the fly on thin volume last night with metal prices following suit. Dow up 208.

As predicted by FNArena, the monthly HSBC/Markit PMI Survey for Chinese manufacturers dipped below 50 in July.

Barclays notes seasonal trends are positive for Australian equities and oil prices in August, but the Australian dollar tends to find the going a bit tougher.

Neither the buyers or the sellers can gain the upper hand in this market as a rollercoaster ride ends with the Dow down 30.

A glance through the latest expert views and predictions about commodities including bearishness on nickel, questions over platinum and gold, and positive market conditions for Gaincorp.

Having stalled on Tuesday, Wall Street could only drift off last night with little positive impetus ahead of Friday’s GDP release. Dow down 39. (Locked for subscribers until 10:00 AEST)

A glance through the latest expert views and predictions about commodities with a Reuters survey showing analysts rmeain positive on metal prices for 2011, Oz producers the big winners in iron ore and updates on energy markets both in Australia and the US.