China and Emerging Markets

Wall Street reversed a sharp opening loss in lockstep with a reversing US dollar last night ahead of the G20. Dow up 9.

A late notice from the CME that metals margins would be increased turned gold and silver around big time last night. Dow down 60.

A glance through the latest expert views and predictions about commodities with both Macquarie and RBS Australia lifting resource exposure in model portfolios, Citi revising its coal estimates and reasons why copper, gold and aluminium could find support.

Earlier than expected supply deficits in zircon and titanium oxide are sending prices through the roof, with producer Iluka enjoying enormous forecast earnings upgrades from brokers.

ATW’s Jerry Simmons explains why the Dow could be on its way to 12,000 and beyond.

One broker has been quick to move on QE2-based commodity prices changes and subsequent earnings forecast changes for BHP, Rio, Alumina and Iluka.

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

A brief look at important company events and economic data releases next week.

A snapshot of economist responses to today’s retail sales and trade balance data, both of which were weak. Glenn? I say Glenn? Y’there Glenn?

A glance through the latest expert views and predictions about commodities, with an argument for short-term weakness in copper prices before the uptrend resumes.