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: L’Italia Vacilla
Feb 26 2013
Exit polls swung the Italian election result from apparently positive to apparently negative last night. Dow down 216. (Accessible only for subscribers before 10:15 AEDST)
The Overnight Report: Is This It?
Feb 22 2013
Wall Street fluctuated wildly last night as everyone talked pullback: yes or no and if yes then by how much? Dow down 46. (Accessible only for subscribers before 10:15 AEDST)
The Overnight Report: Disagreement At The Fed Sparks Plunge
Feb 21 2013
The FOMC argued about rolling back QE3 at its last meeting, the minutes of which sent the US dollar surging last night. Dow down 108. (Accessible only for subscribers before 10:15 AEDST)
The Overnight Report: Just Buy It
Feb 20 2013
There appears to be no let-up in investor enthusiasm on either side of the Pacific. Dow up 53. (Accessible only for subscribers before 10:15 AEDST)
Material Matters: Coal, Iron Ore, Alumina And Uranium
Feb 19 2013
Brokers see support for coal prices, Australia moving well ahead of Brazil in iron ore, a little help for alumina prices and softer uranium.
Material Matters: Bulks, Zinc, Gold And Miners’ Cash
Feb 12 2013
Renewed market optimism bodes well for metal prices but will it last?
The Overnight Report: Currency Détente? Yeah Right
Feb 12 2013
The G7 wants to publicly assure its commitment to market-determined exchange rates, which impacted on financial markets last night, for what it’s worth. Dow down 21. (Accessible only for subscribers before 10:15 AEDST)
The Overnight Report: Draghi Enlists
Feb 08 2013
The ECB joined the currency war last night, in talk rather than action, while Wall Street found it’s not that easy to pull back. Dow down 42. (Accessible only for subscribers before 10:15 AEDST)
Material Matters: Iron Ore, Gold And Energy Plays This Reporting Season
Feb 07 2013
The outlook for iron ore remains nervously positive, gold remains flat, oil to weaken a bit plus a roundup of energy plays ahead of reporting season.
The Overnight Report: Kamikaze Yen
Feb 07 2013
Wall Street stalled last night and Europe contemplated its fate while the Japanese stock market is off to a flyer. Dow up 7. (Accessible only for subscribers before 10:15 AEDST)
