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: Bring On The Earnings
Jul 08 2014
Wall Street paused last night following last week’s strong jobs number but tonight attention turns to the June quarter earnings season. Dow down 44. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Steel, Cement, Copper, Iron Ore, Oil And Gold
Jul 07 2014
Chinese steel, cement, copper, aluminium and iron ore prices all look subdued. Iraq is a swing factor for oil while gold’s recent rally looks to be stalling.
The Monday Report
Jul 07 2014
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Weekly Broker Wrap: Oz Banks, Insurers, Housing, Mining Exploration And Grocery
Jul 04 2014
Digital payments & banks; tough calls for insurers; foreigners & Oz housing; miner equity raising & exploration activity; and grocery prices.
The Overnight Report: The Yankees Are Coming!
Jul 04 2014
The US jobs report blew away expectations. Dow up 92 in a half session. (Accessible only for subscribers before 10:15 AEST)
Where Are The Returns For Wesfarmers?
Jul 03 2014
Wesfarmers takes provisions in FY14 results while brokers home in on potential capital returns.
The Overnight Report: Is Good News Good Or Bad?
Jul 03 2014
A solid ADP jobs number gave Wall Street pause for thought last night following a sharp jump in bond yields. Dow up 20. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: New Highs To Kick Off The Quarter
Jul 02 2014
Wall Street marked new all-time highs again last night, simply as an opening gambit for the new quarter. Dow up 129. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Not With A Bang
Jul 01 2014
Wall Street whimpered its way to quarter end last night on mixed moves, while commodities received a kick. Dow down 25. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Jun 30 2014
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Analyse The Market From A Different Angle
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