Citi suggests China will slow its slowing while Merrill Lynch sees value in Australian banks.
A glance through the latest expert views and predictions about commodities, with iron ore prices under pressure for the next couple of quarters and Oz steel earnings boosted by a weaker Oz dollar.
Wall Street saw a nervous late sell-off as Spain moved to take over a troubled regional bank, but commodities were strong overnight. Dow down 126.
While the European crisis has hit commodity prices, at the same time the market is terrified of Beijing’s attempts to slow its property bubble.
A glance through the latest expert views and predictions about commodities, with analysts suggesting speculative panic has overriden positive market fundamentals in metals.
Of all the negative influences currently impacting on the Australian stock market, none is greater than “Oh God I’ve seen this movie before”.
A glance through the latest expert views and predictions about commodities, with reasons why the gold price may find support and moves by China to address overcapacity in aluminium production.
Monetary policy is well placed for the present, says the RBA.
A glance through the latest expert views and predictions about commodities, looking at current WTI oil price weakness, natural gas price weakness, and and the lastest forecast downgrades to account for the RSPT.
A brief look at important company events and economic data releases next week.