China and Emerging Markets

A glance through the latest expert views and predictions about commodities with Barclays Capital updating forecasts, Citi reiterating oil price estimates and reviews of aluminium, bulks and gold.

Falling iron ore prices and shelved capex plans have the market running scared, but analysts ensure Australia’s mining boom is far from over.

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.

More rumours flowed last night with one night to go, this time suggesting the ECB will buy unlimited bonds and sterilise them. Dow up 11.(Accessible only for subscribers before 10:15 AEDT)

No commitment from the Fed and talk from Draghi that short-end bonds could be purchased left Wall Street undecided last night. Dow down 54. (Accessible only for subscribers before 10:15 AEDT)

China’s huge savings are met with both awe and suspicion. This column discusses the high savings rate and its implications using data from 1960 to 2009.

With the US closed, European markets were stronger last night as weak data raised hopes for ECB action.(Accessible only for subscribers before 10:15 AEDT)

With the reporting season wrapping up last week, we look at what brokers had to say about the big iron ore plays, Chinese stimulus and the carbon tax.

This week ATW’s Jerry Simmons looks for direction from US equities, examines bearish Chinese equities, looks for the EUR to soar against the AUD and a possible reversal for natgas.