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
BHP And Rio: Buy More Or Dump Them?
Feb 04 2015
Peter Switzer of the Switzer Super Report argues the case for whether the beaten-down big miners are worth hanging on to.
Commodity Lessons From the 1990s
Feb 04 2015
In this week's Weekly Insights: – Commodity Lessons From the 1990s – The Dark Side Of Lower Oil Prices –…
The Overnight Report: All’s Right With The World
Feb 04 2015
Aussie rate cut, Greek back-down, Wall Street surge, oil surge, copper surge, even iron ore up – could be a big day. Dow up 305. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Supply Discipline, Oz Nickel Equities, Thermal Coal And Zinc
Feb 03 2015
Commodity supply reductions look less likely; nickel stocks perform strongly; US thermal coal outlook lowered; zinc deficit to deepen.
The Overnight Report: It’s A Fair Ground Ride
Feb 03 2015
Extraordinary intraday volatility continued on Wall Street last night as the markets roller-coastered up and down on weak data and further oil price gains. Dow up 196. (Accessible only for subscribers before 10:15 AEST)
Weekly Broker Wrap: Equity Strategy, Financials And Steel Stocks
Jan 30 2015
Strategy insights; outlook for banks; potential surprises in diversified financials; and outlook for steel stocks.
The Overnight Report: Trying To Stabilise
Jan 30 2015
Wall Street is still arguing over the Fed’s implications, but markets mostly reversed last night. Dow up 225. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Fed Fuels Further Confusion
Jan 29 2015
A late plunge in US bond yields last night livened debate as to whether the Fed statement should be considered dovish or hawkish. Dow down 195. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Reality Check
Jan 28 2015
The ECB afterglow faded last night as weak US data and earnings brought Wall Street back to earth. Dow down 291. (Accessible only for subscribers before 10:15 AEST)
The Monday Report (on Tuesday)
Jan 27 2015
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
