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: Technical Torrent
Oct 14 2014
In a thin semi-holiday session the S&P500 broke down through its 200-day moving average and triggered technical selling, as the buyers stood aside. Dow down 223. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Oct 13 2014
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: And Today We Go Down, Again
Oct 10 2014
ECB despair and Fed contradiction led to market confusion and fear last night. Dow down 334. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Weak Outlook Shaping 2015
Oct 09 2014
As 2014 ends with a whimper, brokers are becoming more subdued about the outlook for most commodities in 2015.
The Overnight Report: All Is Forgiven
Oct 09 2014
The Fed minutes indicated no imminent change in policy, so last night Wall Street recovered everything it lost on Tuesday night. Dow up 274. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Old News, Same Trajectory
Oct 08 2014
The IMF caught up with the rest of the world last night in dropping its global growth forecasts, hitting frayed October nerves. Dow down 272. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Greenback Takes A Step Back
Oct 07 2014
A sharp, arguably overdue and likely temporary correction in the US dollar last night kept a lid on Wall Street but sparked commodity price rebounds. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Coking Coal, Iron Ore And Oil
Oct 06 2014
Protracted recovery in coking coal; iron ore supply overwhelms; and more oil is being pumped.
The Monday Report
Oct 06 2014
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Gregarious Greenback
Oct 01 2014
As other developed market economies falter, funds continue to flow into the US to ensure a stronger dollar and further pressure on commodity prices. Dow down 28. (Accessible only for subscribers before 10:15 AEST)
