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: Drifting
Oct 21 2015
Mixed earnings results helped Wall Street shuffle along to nowhere last night. Dow down 13. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Neither Here Nor There
Oct 20 2015
China’s benign GDP result sparked markets into a frenzy of inactivity over the past 24 hours. Dow up 14. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Oct 19 2015
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Bull Market Resumes?
Oct 16 2015
More weak US data, more fading Fed rate rise expectations. When rates are lower for longer it’s time to buy. Dow up 217. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: US Gloom Descends
Oct 15 2015
Economic data and a profit warning from Wal-Mart have thrown into question the strength of the US economic recovery. Dow down 157. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Quarterly Resources Previews, Copper And Crude
Oct 14 2015
Expectations for September quarter production reports and a cautious outlook for copper and crude.
The Overnight Report: Marking Time
Oct 14 2015
Wall Street saw another session of low volume and meandering trade last night ahead of significant post-market earnings releases. Dow down 49. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Commodity Outlook, Steel, Coking Coal, Gold And Base Metals
Oct 13 2015
Turnaround in resources nigh?; Chinese steel supply; met coal prices; UBS holds the line on gold prices, downgrades copper and nickel.
The Overnight Report: Looking For The New World
Oct 13 2015
It was a quiet Columbus Day on Wall Street last night, featuring low volatility despite a plunge in oil prices. Dow up 47. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Oct 12 2015
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Analyse The Market From A Different Angle
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