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 Monday Report
Aug 29 2016
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Weekly Broker Wrap: Thermal Coal, Oil, Gold And Banks
Aug 26 2016
Thermal coal deficit looms; output freeze in oil?; central banks and gold; Moody’s puts major banks on negative outlook.
The Overnight Report: All Eyes On The Hole
Aug 26 2016
Wall Street was quiet last night ahead of Janet Yellen’s speech. Dow down 33. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Off The Highs
Aug 25 2016
Wall Street slipped back thanks to oil and healthcare last night but volumes and volatility remain low. Dow down 65. (Accessible only for subscribers before 10:15 AEST)
Strong Steel Prices Underpinning BlueScope Outlook
Aug 23 2016
Brokers welcome BlueScope Steel’s FY17 outlook after a strong operating performance in FY16, with earnings momentum supported by steel prices for now.
The Overnight Report: I’m Going To Jackson
Aug 23 2016
It looks like we’re in for a dull week on Wall Street as the market awaits Yellen’s speech at week’s end at Jackson Hole. Dow down 23. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Aug 22 2016
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Oiled Up
Aug 19 2016
Brent surged through the 50 mark last night to provide support for a US market still in lacklustre mode. Dow up 23. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Minutes Of Dispute
Aug 18 2016
Half the FOMC is keen to raise rates but the doves still hold sway and the data remain the driver. Dow up 21. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Fedspeak Returns
Aug 17 2016
Fed rate hike speculation returned to Wall Street as night as one Fedhead suggested September is possible. Dow down 84. (Accessible only for subscribers before 10:15 AEST)
