Base Metals and Minerals

2014 is shaping up as the year that the world starts moving away from very low interest rates so the importance of supply and demand should re-emerge for commodities.

Window dressing for the end of quarter was the name of the game on both Bridge Street and Wall Street this past 24 hours. Dow up 134. (Accessible only for subscribers before 10:15 AEDST)

Soggy outlook for coal prices, iron ore subdued and copper struggles. Meanwhile, there’s a chance the central bank agreement on gold sales will come to an end.

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

Wall Street appears set to end the March quarter about where it started. Dow down 4. (Accessible only for subscribers before 10:15 AEDST)

Morgan Stanley believes BHP’s valuation premium is jusfified, Merrills upgrades gold forecasts and UBS mulls China’s bauxite supply.

Positive data was overridden by Russia worries and bond buying as Wall Street continues to struggle for direction. Dow down 98. (Accessible only for subscribers before 10:15 AEDST)

It was another volatile session on Wall Street last night, this time finishing to the upside. Dow up 91. (Accessible only for subscribers before 10:15 AEDST)

Data will be the key as Wall Street consolidates in the wake of Yellen’s interest rate scare. (Accessible only for subscribers before 10:15 AEDST)

Chinese growth moderates but stays firm, while coal prices are likely to feel the pinch for longer. The zinc market is unlikely to tighten much and the big rise in nickel prices may have passed.