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: Wild Ride
May 24 2013
Fed talk, weak Chinese data and a big sell-off in Japan have all made for a wild 24 hours on stock markets. Dow down 12. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Miner Strategy, US Dollar, Coal And Copper
May 23 2013
Recently expanded mines risk impairments, a rising US dollar is pressuring metals prices while copper fundamentals may actually be improving.
The Overnight Report: QE Confusion And The Big Sell Order
May 23 2013
Wall Street was confused last night by Bernanke’s comments and the Fed minutes, but it appears a big sell order hit the market regardless. Dow down 80. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: What Fed Exit?
May 22 2013
The Fed doves were again vocal last night, confirming QE can just as easily be increased as decreased in the near term. Dow up 52. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Release The Doves
May 21 2013
This week’s Fed comments have begun from the dovish side of the aisle, sending the US dollar down and forcing a short-covering scramble in gold. Dow down 19. (Accessible only for subscribers before 10:15 AEST)
Weekly Broker Wrap: Oz Retailers Under Attack
May 20 2013
Luxury brand stores and competitive foreign labels are challenging Australia’s retailers, while construction activity falls and coal exports look set to rise in the June quarter.
The Monday Report
May 20 2013
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Mining Sector Running Short Of Funds
May 17 2013
After an upbeat end to 2012, funding for miners and explorers has all but dried up.
The Overnight Report: Japan Up, US Down
May 17 2013
A strong read on Japan’s GDP was nervously welcomed, while more weak US data rolled out amidst endless QE exit talk. (Accessible only for subscribers before 10:15 AEST)
More Downside For Rio
May 16 2013
The Chartist suggests Rio Tinto is likely to fall further before a buying opportunity arises.
