Iron Ore

Brokers ask if the recent Australian dollar weakness can help miners, see iron ore prices underpinned, tin in short supply and a deflation threat to gold.

Fed exit? Not on last night’s US data. The longer the Fed stays, the more Wall Street rallies. Dow up 60. (Accessible only for subscribers before 10:15 AEST)

By Rudi Filapek-Vandyck, Editor FNArena On my observations, it is not well appreciated among market commentators, financial journalists and analysts…

The rising stock market and rising US dollar are feeding on each other to maintain the momentum on Wall Street. Dow up 123. (Accessible only for subscribers before 10:15 AEST)

Iron ore supply is increasing and there are fears the price will plunge. Commonwealth Bank analysts take a look at what is most likely.

The timing of a Fed exit is the new hot topic on Wall Street, yet stocks closed flat last night. Dow down 26. (Accessible only for subscribers before 10:15 AEST)

Yield-hungry shareholders are angry at Rio for not providing hand-outs, but management insists a pared back growth strategy is the right path for now.

Brokers ask whether the market outlook is overly optimistic, note the rise of self managed super funds and ponder the value of Telstra’s fixed asset base.

Commodity prices remain weak and base metal surpluses are expected, while a resilient oil price puts the spotlight on mid cap oil stocks.

No one’s entirely sure why, but last night the US dollar exploded through 100 yen and sent all other currencies, including the Aussie, tumbling. Dow down 22. (Accessible only for subscribers before 10:15 AEST)