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
Material Matters: Commodity Outlook, Bulks, Base Metals, Oil, Platinum And Grains
Sep 29 2015
The outlook for energy, industrial metals and bulk commodities; platinum and Volkswagen; China’s grain imports.
The Overnight Report: Harbingers Of Death
Sep 29 2015
It was Death Crosses aplenty on Wall Street last night as the technicians stir the market into assuming the August lows must be retested. Dow down 312. (Accessible only for subscribers before 10:15 AEST)
Is It Time To Be Bullish On Iron Ore?
Sep 28 2015
Iron ore prices have stabilised and even rallied a little. Is it time to become more bullish? Several brokers assess the prospects.
The Monday Report
Sep 28 2015
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Starving Caterpillar
Sep 25 2015
Caterpillar sent a scare through Wall Street last night by slashing its revenue forecast and announcing extensive lay-offs. Dow down 78. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Taken In Stride
Sep 24 2015
Yesterday’s weak Chinese data did not have as much impact on US/European markets last night as was the case in Asia yesterday. Dow down 50. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Of Cars And Copper
Sep 23 2015
Heightened fears surrounding China’s slowdown saw copper give way last night, while VW’s recall has sparked a new source of fear. Dow down 179. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Not What You Think
Sep 22 2015
A rally back on Wall Street confirms post-Fed reaction is not about enlivened China fears. Dow up 125. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Sep 21 2015
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Taking The Easy Road
Sep 18 2015
No rate rise. No clarity. Dow down 65. (Accessible only for subscribers before 10:15 AEST)
Analyse The Market From A Different Angle
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