Iron Ore

Global iron ore supply has ramped up considerably this year and prices have slumped. Brokers review the outlook for Australia’s iron ore miners, and take an axe to ratings.

Could mining equities surprise on the upside over the next year? Meanwhile, Bell Potter reduces iron ore forecasts and Morgans finds an opportunity in potash.

Speculation that the Fed will make a significant change in policy next week had Wall Street nervous last night. Dow down 97. (Accessible only for subscribers before 10:15 AEST)

Wall Street did little last night but the Aussie suddenly decided to plummet a cent. Dow down 25. (Accessible only for subscribers before 10:15 AEST)

Rhodium demand is on the rise while iron ore pricing is in the eye of the storm and anxiety rises over China’s plans for thermal coal imports.

Nick Linton-Ffrost of Fifth Wave suggests a short-term trading idea in BHP Billiton.

Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.

The ECB has instigated QE, after a fashion, but again Wall Street fizzled out towards the close. Dow down 8. (Accessible only for subscribers before 10:15 AEST)

Ceasefire in Ukraine or not? That’s what markets were asking last night, ahead of central bank meetings and US jobs numbers. Dow up 10. (Accessible only for subscribers before 10:15 AEST)

The market has sold down BHP on disappointment with regard to capital management, thus overlooking the strategy behind the spin-off as well as increased value in iron ore and copper production.