Coal and Steel

Oil supply outlook; Philippines mining audit developments; China’s policies on coal.

OPEC has stunned the world by announcing a deal to limit oil production. Dow up 110. (Accessible only for subscribers before 10:15 AEST)

Morgan Stanley upgrades forecasts for bulk prices; surging coking coal; copper outlook brightens; time to engage with gold stocks.

Banks steadied, US confidence is high and Trump fears eased last night as Wall Street defied a fall in the oil price. Dow up 133. (Accessible only for subscribers before 10:15 AEST)

Banks were hit across the globe last night as Deutsche Bank’s capital woes intensified, while oil prices staged a recovery. Dow down 166. (Accessible only for subscribers before 10:15 AEST)

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

Wall Street kicked on with again last night, given there’s no reason to do anything else. Dow up 98. (Accessible only for subscribers before 10:15 AEST)

Pricing outlook for mining commodities; demand increases for bulks; positive trends for Oz coal and iron ore miners; Ord Minnett’s gold picks.

After much nervous anticipation, benign central bank outcomes have left stock markets in a happy place. Dow up 162. (Accessible only for subscribers before 10:15 AEST)

Wall Street was quiet last night ahead of the two critical central bank meetings over the next 24 hours. Dow up 9. (Accessible only for subscribers before 10:15 AEST)