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: Oil Fights Back
Apr 07 2016
A surprise fall in weekly US crude inventories sent oil higher last night and the old correlation kicked back in. Dow up 112. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Be On Your Lagarde
Apr 06 2016
The IMF weighed into the slowing global growth story last night with an endorsement of negative interest rates, sending bond yields tumbling. Dow down 133. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Copper, Aluminium, Australian Resources And Steel & Scrap
Apr 05 2016
Mixed signals for copper; aluminium prices under threat; specific commodity exposure more critical for Australian resources; a steel & scrap rally.
The Overnight Report: Marking Time
Apr 05 2016
Wall Street was relatively quiet last night as traders look ahead to the beginning of earnings season next week. Dow down 55. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Apr 04 2016
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Wild Quarter
Apr 01 2016
Wall Street ended a very wild quarter with a whimper ahead of tonight’s jobs numbers. Dow down 31. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Yellen Afterglow
Mar 31 2016
Wall Street continued to enjoy the spoils of Fed support last night as the quarter heads to a close. Dow up 83. (Accessible only for subscribers before 10:15 AEST)
Material Matters: China & The Commodity Outlook, Coal And Copper
Mar 30 2016
Revenue trends in China; Chinese resources demand; hard times for coal; speculative buying in copper.
The Overnight Report: Gradualism Rules, Eventually
Mar 30 2016
Janet Yellen has surprised markets by insisting caution is required with regard to Fed policy, thus silencing the dissenters. Dow up 97. (Accessible only for subscribers before 10:15 AEST)
South32 Outlook Uncertain Despite Cost Cuts
Mar 29 2016
South32 has been re-rated by various brokers over the past month as they factor in the company’s efforts along with the outlook for commodity prices.
