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: Now, Back To Oil
Dec 18 2015
Commodity prices have tumbled in the wake of the Fed rate hike. Dow down 253. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: We Have Lift Off
Dec 17 2015
The Fed delivered its rate hike, but kept the tone of the statement dovish, and that’s just what Wall Street was hoping for. Dow up 224. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Ahead Of The Fed
Dec 16 2015
Wall Street posted a second session of gains, ahead of tonight’s Fed meeting, assisted by another rally for oil. Dow up 156. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: High Yield Horrors
Dec 15 2015
The oil-related sell-off in US high yield bond funds continues but a late rally suggested Wall Street defiance. Dow up 103. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Dec 14 2015
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Material Matters: China, Aluminium, Steel, Commodity Signals And Australian Energy Stocks
Dec 11 2015
UBS tours China; aluminium supply reductions; steel industry adjustments; commodity recovery signals; sensitivities to a US$40/bbl oil price.
The Overnight Report: Respite
Dec 11 2015
Energy stocks rallied again on Wall Street last night as oil prices continued to fall. Dow up 82. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Not This Time
Dec 10 2015
The WTI oil price initially shot up last night, taking Wall Street with it, but the rally could not be sustained. Dow down 75. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: All About The Oil
Dec 09 2015
Another big fall for the Dow but a flat close for the Nasdaq highlights the fact global volatility is all in the energy sector at the moment. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Bleak Outlook For Commodity Prices In 2016
Dec 08 2015
The outlook for 2016 commodity prices is for more of the same subdued markets where supply continues to overwhelm demand, albeit declines are expected to be be more modest than in 2015.
