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
Weekly Broker Wrap: Commodities And Equities in 2015, Banks and Media
Dec 19 2014
2015 previewed for commodities and equities; the banks and the Murray Inquiry; advertising trends. Stock preferences noted.
The Overnight Report: Patience Is A Virtue
Dec 19 2014
Spurred on by the Fed, Wall Street staged its biggest rally of the year last night. Dow up 421. (Accessible only for subscribers before 10:15 AEST)
Upside For Wesfarmers
Dec 18 2014
The Chartist is bullish Wesfarmers although a little patience may be required.
The Overnight Report: Patient Fed, Volatile Market
Dec 18 2014
Confusion between the Fed’s statement and Yellen’s press conference comments sent markets on a wild ride last night. Dow up 288. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Oz Commodity Outlook, Iron Ore, Coking Coal And Copper
Dec 17 2014
Australia’s terms of trade position deteriorates; iron ore break even reviewed; coking coal exports slow; and copper surplus expected.
The Overnight Report: Back In The USSR
Dec 17 2014
Russia attempts to defend the ruble ahead of a wild ride on Wall Street last night. Dow down 111. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Dark Days
Dec 16 2014
Terror in Sydney was not lost on Wall Street but it was a further fall in the price of oil which quickly nipped any attempt at a rally in the bud. Dow down 100. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Dec 15 2014
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Sub Sixty Oil
Dec 12 2014
A fall in the WTI price to below 60 last night all but killed off a big retail sales-driven rebound on Wall Street. Dow up 63. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Oil Implications, Nickel And Miners’ Cash
Dec 11 2014
Forecasts for oil prices are revised sharply lower, with implications across the mining sector. Bell Potter looks at nickel one year on from Indonesia’s ban while Morgans contemplates miner cash piles.
