Coal and Steel
Brokers brushed aside a robust first half result for Aurizon, instead looking at the issues which cloud the outlook beyond FY17.
Feb 14 2017
A glance through the latest expert views and predictions about commodities. China and coal; ASX gold sector; outlook for energy sector; iron ore prices.
Feb 09 2017
A glance through the latest expert views and predictions about commodities. Silver use in PV cells; tight zinc markets; China’s coal policies; dividend outlook for miners.
Jan 30 2017
BlueScope Steel has upgraded earnings estimates for the first half and brokers welcome the work done to improve the outlook and balance sheet.
Jan 25 2017
Previous Stories
The Overnight Report: Mixed Messages All Around
Jun 04 2013
A raft of mixed global manufacturing data, the ongoing Japanese slide, more Fed-speak, a bounce in commodity prices and a big bounce in the Aussie make for more confusion. Dow up 138. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Base Metals, Gold, Coal, Natgas And Oil
Jun 03 2013
A continuation of subdued growth is expected in 2013. Base metals, coal, gas and oil prices are expected to remain soft.
The Monday Report
Jun 03 2013
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Bad News Is Still Good News
May 31 2013
Wall Street rallied last night on a weaker GDP result, implying a delayed Fed exit. Dow up 21. (Accessible only for subscribers before 10:15 AEST)
Wesfarmers Travels Well On A Wide Road
May 30 2013
The way ahead looks familiar for Wesfarmers. The high road is Coles, Bunnings and Kmart. Centre line is Officeworks, Insurance. The low road is Target, Coal and Chemical/Industrial divisions.
The Overnight Report: Wall Street Exits Yield
May 30 2013
Wall Street has concluded that a Fed exit is inevitable eventually and has decided it’s time to switch out of yield stocks. Dow down 106. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Things Can Only Get Better
May 29 2013
Strong confidence and house price data pushed stocks up and bonds down on Wall Street, despite the Fed tapering risk. Dow up 106. (Accessible only for subscribers before 10:15 AEST)
Metal Matters: Inflation, Copper, Gold And Iron Ore
May 28 2013
An inflation theme is emerging while copper stocks are set to build and there is a battle for gold, but iron ore prices may not fall too far.
The Overnight Report: In Memoriam
May 28 2013
It was quiet overnight with both the US and UK markets closed for holidays. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
May 27 2013
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
