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
Material Matters: Oil, Nickel And Coal
Sep 29 2016
Oil supply outlook; Philippines mining audit developments; China’s policies on coal.
The Overnight Report: Oil Shock
Sep 29 2016
OPEC has stunned the world by announcing a deal to limit oil production. Dow up 110. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Bulks Forecasts, Coal, Copper, And Gold Stocks
Sep 28 2016
Morgan Stanley upgrades forecasts for bulk prices; surging coking coal; copper outlook brightens; time to engage with gold stocks.
The Overnight Report: Clinton Confidence
Sep 28 2016
Banks steadied, US confidence is high and Trump fears eased last night as Wall Street defied a fall in the oil price. Dow up 133. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Deutsche Uber Alles
Sep 27 2016
Banks were hit across the globe last night as Deutsche Bank’s capital woes intensified, while oil prices staged a recovery. Dow down 166. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Sep 26 2016
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Afterglow
Sep 23 2016
Wall Street kicked on with again last night, given there’s no reason to do anything else. Dow up 98. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Outlook, Bulks, Oz Miners, And Gold
Sep 22 2016
Pricing outlook for mining commodities; demand increases for bulks; positive trends for Oz coal and iron ore miners; Ord Minnett’s gold picks.
The Overnight Report: Double Fizzer
Sep 22 2016
After much nervous anticipation, benign central bank outcomes have left stock markets in a happy place. Dow up 162. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Double Header
Sep 21 2016
Wall Street was quiet last night ahead of the two critical central bank meetings over the next 24 hours. Dow up 9. (Accessible only for subscribers before 10:15 AEST)
