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: Programming Restored
Jan 29 2016
Wall Street returned to tracking the oil price last night, with a little help from Facebook. Dow up 125. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Let’s Talk Rates
Jan 28 2016
The Fed managed to confuse, leading Wall Street to be uncertain over a March rate hike or not. Dow down 222. (Accessible only for subscribers before 10:15 AEST)
What Will It Take To Turn BHP Around?
Jan 27 2016
BHP Billiton is at a crossroads, with brokers bombarded by queries from investors as to where the stock is going.
The Overnight Report: And We’re Back, At 5000
Jan 27 2016
Wall Street rallied back last night on talk of coordinated global oil supply cuts. Dow up 282. (Accessible only for subscribers before 10:15 AEST)
Impairments Next For South32?
Jan 25 2016
South32 delivered a mixed production report for December with brokers mulling the outlook in view of very subdued commodity prices.
Prepare For The BHP Billiton Dividend Cut
Jan 21 2016
December quarter production from BHP Billiton was broadly in line with expectations but brokers are increasingly convinced current dividend policy is untenable.
Material Matters: Energy, 2016 Commodity Outlook, Metals And Steel
Jan 21 2016
Oil price fixation; commodity outlook may get worse; ranking metal demand; and some benefits flowing for steel producers.
The Overnight Report: Merry Christmas
Dec 23 2015
Wall Street continued to rally last night but on low volume, suggesting a pre-Christmas square-up rather than genuine buying. Dow up 165. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Santa Where Are You?
Dec 22 2015
Wall Street struggled to hold a rally last night, leading to many believing Santa is just not coming this year. Dow up 123. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Dec 21 2015
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
