Energy

With Jewish New Year in swing, lack of volume is affecting meaningless movement on Wall Street, although the bond sell-off is hotting up. Dow up 28.

Morgan Stanley suggests Diversified Resources stocks are about to enjoy upgrades to market forecasts. Plus a rally for copper. Plus the latest views on media stocks in Australia.

A successful Portuguese bond auction allayed fears last night while the Fed Beige Book told us nothing we didn’t already know. Dow up 46.

Questions over European bank stress tests saw Wall Street sell off last night amidst minimal volume. Dow down 107.

The Australian economy has never had it so good, finds NAB, as long as you’re nowhere near the south-east corner.

Chartists at Barclays remain unconvinced about the risk assets rally’s support. They’ll be watching Tuesday’s US equity action closely.

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

More positive data last night has Wall Street primed for good news tonight on the jobs front, as a late rally suggests. Dow up 50.

Wall Street cherry-picked the good news last night from China, Australia and locally to stage a 254 point Dow rally. (Locked for subscribers until 10:00 AEST)

A glance through the latest expert views and predictions about commodities with recent coal contract price outcomes seen as solid and reasons why oil and stainless steel prices will head higher.