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: Guarded Optimism
Oct 20 2016
More positive US corporate earnings reports and another jump in the oil price had Wall Street modestly higher last night. Dow up 40. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Earnings Revival
Oct 19 2016
After a positive start, it appears US earnings may even have posted net growth in the quarter. Dow up 75. (Accessible only for subscribers before 10:15 AEST)
Is Whitehaven Coal Being Priced Too Aggressively?
Oct 18 2016
Current coal prices underpin the strong run-up in Whitehaven Coal shares but brokers are not so sure the heady times will last much longer.
The Overnight Report: Netflicked
Oct 18 2016
A stellar earnings report from Netflix after the bell alters the mood after a soggy session on Wall Street. Dow down 51. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Oct 17 2016
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Risk Reversal
Oct 14 2016
Wall Street shifted sharply back into safety last night after China data sparked an initial plunge. Dow down 45. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Base Metals, Gold, Uranium And Coal
Oct 13 2016
Mixed outlook for base metals; upside in gold expected; positive uranium fundamentals; quarterly production previews; coal settlements.
The Overnight Report: Then Suddenly, Nothing Happened
Oct 13 2016
The Fed minutes were met with enthusiastic indifference last night as Yom Kippur ensured a quiet, flat session on Wall Street. Dow up 15. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: A Bout Of Nerves
Oct 12 2016
A stronger dollar, higher yields, lower oil price, weak earnings and political uncertainty all conspired to send Wall Street lower last night. Dow down 200. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Putin On The Spin
Oct 11 2016
Russia has indicated it is willing to join in with OPEC production cuts, and has subsequently sent oil prices higher. Dow up 88. (Accessible only for subscribers before 10:15 AEST)
