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: Central Bank Tango
Sep 09 2016
The ECB re-entered the monetary policy brouhaha last night by doing nothing. Dow down 46. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Bulks, Precious Metals, Energy and Copper
Sep 08 2016
Varied drivers for iron ore and coal; precious metals trajectory; focus on US oil production; copper drifts.
The Overnight Report: Modestly Moderate
Sep 08 2016
The Fed Beige Book was laughed off last night as Wall Street posted another dull session. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Out Of Service
Sep 07 2016
Weak data on the US services sector last night wiped out any last chance of a September Fed rate rise, Wall Street decided. Dow up 46. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Labor Day Lull
Sep 06 2016
It was a typically quiet night in markets with the US on holiday. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Sep 05 2016
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Mixed Messages
Sep 02 2016
A shock drop into contraction for US manufacturing had Wall Street back playing the good news/bad news game last night. Dow up 18. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Under Pressure
Sep 01 2016
Global markets are becoming increasingly shaky as the possibility of a Fed rate rise strengthens. Dow down 53. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Still Fisching
Aug 31 2016
More hawkish commentary from the Fed vice chair and a bit of a tax issue for Apple saw Wall Street fall back again last night. Dow down 48. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Confusion Reigns
Aug 30 2016
US bank stocks rose on rate hike expectations while bond yields fell on no rate hike expectations. Wall Street doesn’t know what to believe. Dow up 107. (Accessible only for subscribers before 10:15 AEST)
