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
Weekly Broker Wrap: Oz Economy Soft, Rate Cut?
Apr 29 2013
Economists ask if there’s room to cut the RBA cash rate again as the Australian economy looks like hitting a soft patch and the housing recovery is patchy.
The Monday Report
Apr 29 2013
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Woodside Now A Yield Play; BHP And Rio Next?
Apr 26 2013
Analysts have been left scratching their heads as to why an energy company would become a yield play rather than a growth play. The spotlight now turns to BHP and Rio, which like Woodside have deferred spending.
Metal Matters: Prices, Iron Ore Miners And Copper
Apr 26 2013
Analysts find little prospect for higher metals prices in the near term and investors are valuing yield over growth.
The Overnight Report: Commodities Bounce Back, Mostly
Apr 26 2013
The past two nights have seen solid jumps in copper, gold and oil although iron ore has bucked the trend. Dow down a net 19 points over two sessions. (Accessible only for subscribers before 10:15 AEST)
Metal Matters: Copper, Nickel And Iron Ore
Apr 24 2013
Brokers suspect copper market bearishness is overdone, while cuts to nickel production are needed and iron ore price forecasts may turn out too low.
The Sorrow Of Australia (*)
Apr 24 2013
By Rudi Filapek-Vandyck, Editor FNArena A few snippets from the week past: – When measured in renminbi, China's Q1 GDP…
The Overnight Report: Not So Brave New World
Apr 24 2013
A scam tweet sent Wall Street spiralling last night, then rebounding immediately, on what was otherwise a strong session for earnings. Dow up 152. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Dip Buyers Regroup
Apr 23 2013
Wall Street is back in buy-the-dip mode, re-establishing the trend prevailing before the China GDP sell-off. Dow up 19. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Apr 22 2013
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
