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: Risk Back On
Jul 15 2016
After one day’s brief pause, Wall Street was back in risk mode last night. Dow up 134. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Iron Ore, Energy, Base Metals And Gold
Jul 14 2016
Is the steel production rebound – and iron ore prices – sustainable?; Oil risks to the upside; Nickel prices rise on supply risk; potential upside for gold.
The Overnight Report: Caution At The Top
Jul 14 2016
Wall Street took a breather at all-time highs last night, with safe havens again seeing some interest. Dow up 25. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Now The Dow
Jul 13 2016
The Dow last night joined the S&P at a new all-time high, up 120. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Getting High
Jul 12 2016
The S&P500 inched forward to a new all-time high last night. Dow up 80. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Production, Mineral Sands, Lead And Oil
Jul 11 2016
Preview of upcoming production reports; improving demand for rutile; lead rallies; oil price outlook.
The Monday Report
Jul 11 2016
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Fed Focus
Jul 08 2016
Attention has turned back to tonight’s US jobs number and how it may impact central bank policy. Dow down 22. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Drivers Of Commodity Outlook For FY17
Jul 07 2016
Brokers mull the factors influencing commodity prices and suggest caution prevails for the year ahead.
The Overnight Report: Turnaround
Jul 07 2016
Positive news on Italian banks turned both US stocks and bonds around last night. Dow up 78. (Accessible only for subscribers before 10:15 AEST)
