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: Yellen The Trader
Jul 16 2014
Janet Yellen sparked controversy last night by offering an opinion on US stock valuations. Dow up 5. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Base Metals, Bulks, Oz Energy Stocks And Oil
Jul 15 2014
Global growth momentum helps base metals but bulks languish; UBS looks ahead to production reports for the Oz energy sector while JP Morgan upgrades oil forecasts.
The Overnight Report: And Back To The High
Jul 15 2014
If you blinked you missed Wall Street’s latest correction. The Dow last night exceeded its previous high before easing to close up 111. (Accessible only for subscribers before 10:15 AEST)
Brokers Cut Fortescue Earnings Expectations
Jul 14 2014
Fortescue Metals has signalled that price discounts during the June quarter were greater than expected.
The Monday Report
Jul 14 2014
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Remember Portugal?
Jul 11 2014
Fears over a possible Portuguese bank default sent global stock markets plunging last night, although Wall Street rebounded to a less worrisome close. Dow down 70. (Accessible only for subscribers before 10:15 AEST)
Oz Miners: Brokers Anticipate Quarterly Reporting Season Winners And Losers
Jul 10 2014
The Australian resources sector quarterly production and sales reporting season begins this week. Mining analysts preview their expectations of success and disappointment among mining stocks.
The Overnight Report: Minutes Of Uncertainty
Jul 10 2014
When will the Fed raise rates? It doesn’t know either. Dow up 78. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Scary At The Top
Jul 09 2014
Wall Street continued its momentum pullback last night as the first earnings results loomed. Dow down 117. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Large Miners, Industrial Demand, Mineral Sands And Coal
Jul 08 2014
Diversified miners are well placed on the swings and roundabouts of industrial commodities, while mineral sands are weak and coal is oversupplied.
