Iron Ore

Emeco Holdings updated earnings guidance last week and the market received the news well, with brokers continuing to see value in the stock.

Canada’s initial knock-back of BHP’s Potash bid has been met with relief by the market, but is the market wrong to now assume a buyback ahead?

A snapshot of economist responses to today’s retail sales and trade balance data, both of which were weak. Glenn? I say Glenn? Y’there Glenn?

A glance through the latest expert views and predictions about commodities with Barclays seeing China as a driver of ag commodity markets, September trade data for China and forecasts for higher global steel output this year.

La Nina is set to bring a very wet summer to the Queensland coal fields. Better value in NSW based coal stocks?

Mixed data and earnings reports left Wall Street directionless last night. Dow up 5.

In a mixed result for Wesfarmers, impacted by bad weather, the ongoing Coles turnaround story was the major highlight.

A glance through the latest expert views and predictions about commodities with UBS revising commodity price forecasts higher, plus some reasons for caution on aluminium and silver.

Having not raised rates since December 2007, yesterday the PboC surprised markets and sent the US dollar crashing up and stocks and commodities crashing down by announcing a 25bps hike.

A glance through the latest expert views and predictions about commodities with commentary from LME Week, some positive views on for mineral sands and fertiliser prices and revisions to ratings in the energy sector.