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: Pause For Thought
Nov 04 2014
Having reached new highs on Friday, Wall Street posted a typically quiet and directionless session last night. Dow down 24. (Accessible only for subscribers before 10:15 AEST)
Short Term Rally For Fortescue
Nov 03 2014
Nick Linton-Ffrost of Fifth Wave suggests a short-term trading idea in Fortescue Metals.
The Inexorable Decline Of China’s Housing Market
Nov 03 2014
China’s GDP growth target is about to lose support from the housing market, predicts GaveKal Dragonomics, with far reaching consequences.
The Monday Report
Nov 03 2014
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: RIP QE
Oct 30 2014
QE3 will end next month as planned but the Fed surprised the market by appearing more hawkish in its policy statement when more dovish was expected. Dow down 31.(Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Pre-Empting The Fed
Oct 29 2014
The Dow regained 17,000 last night in a typical pre-Fed-statement rally as investors anticipate soothing words. Dow up 187. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Iron Ore, Steel, Thermal Coal And Nickel
Oct 28 2014
New era of lower priced iron ore; modest improvement in China’s steel trade; challenges with China’s thermal coal import tariffs; and contemplating a nickel surplus.
The Overnight Report: Take A Breather
Oct 28 2014
Wall Street settled down to post a quiet session last night, eyeing off this week’s Fed meeting. Dow up 12. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Oct 27 2014
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Earnings And Ebola
Oct 24 2014
Strong US earnings drove a 300 point Dow rally last night before news of possible Ebola case in New York City shaved off 100 points by the close. Dow up 216. (Accessible only for subscribers before 10:15 AEST)
