Iron Ore

Wesfarmers’ success is dominated by Coles, but investors are ignoring coal’s contribution and price slide in valuing the group.

Analysts are starting to see a recovery in the iron ore market, oil price assumptions are revised, and sector stock preferences are updated.

By Rudi Filapek-Vandyck, Editor FNArena When it comes to commodity markets, medium term developments are seldom the result of changes…

A glance through the latest expert views and predictions about commodities with BA-ML revising commodity forecasts and updates on the bulks, base and platinum group metals.

Wall Street continues to slip, quietly, as the quarter-end approaches. Dow down 44. (Accessible only for subscribers before 10:15 AEDT)

A profit warning from Caterpillar and riots in Madrid finally tipped Wall Street over last night. Dow down 101. (Accessible only for subscribers before 10:15 AEDT)

A glance through the latest expert views and predictions about commodities with updated expectations for commodity markets, bullish views on gold and oil and commentary on bulks and aluminium.

A glance through the latest expert views and predictions about commodities with forecasts and preferences in the sector updated, some positives from China and a review of the tin market.

Fortescue’s refinance is very positive, analysts suggest, and allows plenty of breathing space without completely removing iron ore price risk.

Last week saw local brokers cover a wide range of macro and sector specific commentary from QE3 to coal and LNG, with the new iPhone also featuring.