Iron Ore

Prices for several commodities – oil, iron ore and coal – came of their highs over March and analysts ask whether these levels will be regained.

Wall Street doesn’t much care about North Korea, or Europe for that matter. Dow up 89. (Accessible only for subscribers before 10:15 AEDST)

Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.

Not all analysts are bearish on iron ore, while thermal coal in the longer term is causing concern and gold finds are diminishing.

The world was reminded last night Italy still has no government, while Cyprus has moved to limit money transfers ahead of bank re-openings. Dow down 37. (Accessible only for subscribers before 10:15 AEDST)

The diversified miners and pure-play iron ore miners have underperformed the market this year and frustrated shareholders. Iron ore price fears are but one issue. Is there actually value in owning these companies?

As copper supply drifts to surplus the metal’s outlook is enmeshed in the Chinese property market. UBS looks at infrastructure plans to transport coal in the Galilee Basin.

The shadow of Cyprus and some mixed US economic data could not stop a return to strength on Wall Street. Dow up 111. (Accessible only for subscribers before 10:15 AEDST)

Is Cyprus a template for other bail-outs? Maybe yes, maybe no, maybe European politicians have stuffed it up again. Dow down 64. (Accessible only for subscribers before 10:15 AEDST)

The Chartist bemoans panicked media reporting on rising or falling iron ore prices, and offers up a tachnical view on price direction instead.