Iron Ore

A glance through the latest expert views and predictions about commodities with Deutsche Bank on new commodity indices, Citi positive on metal prices and Credit Suisse looking at transaction multiples in Oz coal stocks.

Deutsche suggests the reporting season offers upside for Industrial stocks while DJ Carmichael argues construction has a quiet year ahead. Merrill Lynch chimes in.

A glance through the latest expert views and predictions about commodities, with Goldman Sachs lifting its zircon estimates, analysts updating on the natural gas and iron ore markets and arbitrage activity in copper.

Rio Tinto delivered a better than expected interim result and along with increasing earnings estimates brokers are viewing favourably the company’s return to a focus on growth.

A glance through the latest expert views and predictions about commodities, with fundamentals looking positive for both copper and oil and Deutsche Bank highlighting some scope for minor changes to estimates in the steel sector.

A glance through the latest expert views and predictions about commodities with supply seen as the key to platinum prices, oil prices expected to consolidate above US$80 and some new coverage of Oz iron ore plays.

A glance through the latest expert views and predictions about commodities with an improving outlook for base metal prices and Morgan Stanley seeing Citadel as an Undervalued copper exposure.

As predicted by FNArena, the monthly HSBC/Markit PMI Survey for Chinese manufacturers dipped below 50 in July.

Stockbrokers like the long-term potential for Riversdale Mining, but disappointments could pop-up in the medium-term.

Whitehaven continues to make progress at its Narrabri longwall operation