Iron Ore
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: Wall Street Squaring For A Break
Jul 03 2013
More solid US data were met by more world rumblings last night as traders eyed the fourth of July. Dow down 42. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Australia Cries Alone
Jul 02 2013
Positive data everywhere but China had global markets on the rise last night, and commodity prices jumping. Dow up 65. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Miner Taxes, Steel And Oil
Jul 01 2013
A new Prime Minister opens up the debate on the MRRT and carbon tax, while steel prices diverge and oil demand slows in emerging markets.
The Monday Report
Jul 01 2013
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: You’ve Got It All Wrong, Say The Fedheads
Jun 28 2013
Fed regional presidents stepped in last night to explain to markets that there is no need to believe the Fed will start tapering anytime soon. Dow up 114. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Iron Ore, Gold, Oil And The AUD
Jun 27 2013
Iron ore is expected to firm a little then soften, rising coal supply is pressuring prices, while the falling AUD is helping domestic miners across the board, although there is little good news for gold.
The Overnight Report: As You Were
Jun 27 2013
Last night’s downward revision to US GDP confirms bad news is still good news too. Dow up 149. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Iron Ore, AUD And The End Of De-Rating
Jun 26 2013
Soft term weakness in iron ore may lead to opportunities later in the year, while the lower AUD is helping Aussie miners and maybe the de-rating cycle has ended.
The Overnight Report: Is Good News Good News Now?
Jun 26 2013
Positive US data pushed Wall Street up last night despite monetary policy implications. Are things going back to “normal”? Dow up 100. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Is Beijing In Control?
Jun 25 2013
The world responded over the last 24 hours to a plunge in Chinese stocks but Fedspeak saved Wall Street from a much bigger fall. Dow down 139. (Accessible only for subscribers before 10:15 AEST)
