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: Turkey Sparks Commodity Snap-Back

Nov 25 2015

Heightened Russia-Turkey tensions triggered a very sharp short covering rally in commodities last night. Dow up 19. (Accessible only for subscribers before 10:15 AEST)


The Overnight Report: Adrift

Nov 24 2015

Wall Street is already in low volume mode ahead of the holiday as metals prices tumble further. (Accessible only for subscribers before 10:15 AEST)


The Monday Report

Nov 23 2015

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


The Overnight Report: Softly Softly

Nov 20 2015

Attention has turned to beyond a December Fed rate hike, and the ever so slow tightening cycle thereafter. Dow down 4. (Accessible only for subscribers before 10:15 AEST)


The Overnight Report: Bring On December

Nov 19 2015

The minutes of the last Fed meeting suggest a majority of FOMC members now favours a December rate hike. Dow up 247. (Accessible only for subscribers before 10:15 AEST)


Caution Required On Fortescue

Nov 18 2015

The Chartist suggests that while Fortescue’s technical break-up is encouraging, it’s not time to go piling in just yet.


The Overnight Report: Caution

Nov 18 2015

While stock markets surged across the globe yesterday and last night, a terror scare sat Wall Street back on its heels. Dow up 6. (Accessible only for subscribers before 10:15 AEST)


The Overnight Report: Aujourd’hui Je Suis Un Parisien

Nov 17 2015

Global markets defied expectations of weakness overnight following the Paris attacks. Dow up 237. (Accessible only for subscribers before 10:15 AEST)


Sims’ Warning Shocks Brokers

Nov 16 2015

Sims Metal has issued a warning that first half earnings will only amount to break even. Brokers question the suddenness of the substantially weaker outlook.


The Monday Report

Nov 16 2015

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



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