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
Thermal Coal’s Future Under Pressure
May 09 2013
The coal world is diverging. Thermal coal suppliers are under pressure while the outlook for coking coal is rosier.
The Overnight Report: Questions Over Chinese Data
May 09 2013
Wall Street opened lower but traded higher last night while yesterday’s Chinese trade data have drawn scepticism. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: More Psychological History
May 08 2013
The Dow closed above 15,000 for the first time ever last night on an 87 point gain, while the RBA rate cut was the talk of the town. (Accessible only for subscribers before 10:15 AEST)
Is BHP A Buy?
May 07 2013
Peter Switzer of the Switzer Super Report argues the value case for BHP at these levels.
The Overnight Report: Wall Street Has A Rest
May 07 2013
The S&P ticked up slightly into blue sky last night in a quiet post-jobs session with UK metal markets closed. Dow down 5. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
May 06 2013
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Shucks, Buy It Anyway
May 03 2013
With plenty of central bank backing you might as well Buy in May. Dow up 130. (Accessible only for subscribers before 10:15 AEST)
Specials Unlikely From BHP And Rio
Apr 30 2013
In the wake of Woodside’s special dividend and increased payout, and following another asset sale from BHP, stockbrokers continue to downplay any talk of special dividends or the like from the big diversified miners.
Material Matters: Base Metals, Aluminium, Copper And Oil
Apr 30 2013
It’s bearish near term for base metals amid surpluses for aluminium and copper and Deutsche Bank asks whether a rising US dollar can cap the oil price.
The Overnight Report: Back To A New High
Apr 30 2013
The S&P 500 just pipped a new all-time high last night as the risk-on trade returned to fashion. Dow up 106. (Accessible only for subscribers before 10:15 AEST)
