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: Numbers, Not Words
Mar 19 2015
The Fed removed “patient” but countered by downgrading its US economic outlook based on the data, sending global markets into a frenzy last night. Dow up 227. (Accessible only for subscribers before 10:15 AEST)
BHP Heads South
Mar 18 2015
Brokers believe BHP’s South32 spin-off will result in a win-win, with both companies offering attractive yields post demerger synergies.
The Overnight Report: Waiting Impatiently
Mar 18 2015
Wall Street pulled back last night as it awaits tonight’s Fed statement and press conference. Dow down 128. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: New Low For Oil
Mar 17 2015
West Texas crude hit a new six-year low last night but Wall Street surged ahead of this week’s Fed meeting. Dow up 228. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Thermal Coal, Whitehaven, Iron Ore, Sino Gas & Energy
Mar 16 2015
Chinese thermal coal imports to fall; Whitehaven Coal secures refinancing; iron ore surpluses continue; and Canaccord Genuity reviews Sino Gas & Energy.
The Monday Report
Mar 16 2015
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: All We Need Is Just A Little Patience
Mar 13 2015
Surprisingly weak US retail sales numbers saw Wall Street about-face on Fed rate rise fears last night. Dow up 259. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Patiently Waiting
Mar 12 2015
As the greenback continues to soar, Wall Street worries about Fed policy. Dow down 25. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Dollar Demons
Mar 11 2015
The collapsing euro is responsible for a soaring US dollar and subsequent downgrades to US earnings forecasts, Fed policy notwithstanding. Dow down 332. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Potash, Iron Ore, Copper, Gold And Aluminium
Mar 10 2015
Awaiting potash contracts; iron ore pain continues; copper expansion grows in importance; gold weakness ahead; and aluminium more balanced.
