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
Material Matters: Nickel, Coal, Iron Ore And Gold
May 20 2014
Nickel pricing strength is growing, bulks are feeling the supply glut and gold is holding a range.
The Overnight Report: Nasdaq, Russell Fight Back – Again
May 20 2014
In thin trading, the knocked down US techs and small caps again staged a rebound rally last night. Dow up 20. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
May 19 2014
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Global Growth In Question
May 16 2014
Ongoing strength in US bonds and last night’s weak eurozone GDP has accelerated the flight to safety as global growth forecasts are questioned. Dow down 167. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Thermal Coal, M&A In Oz Resources, Mount Gibson
May 15 2014
Thermal coal will remain under pressure; merger and acquisition deals and speculation heat up Australia’s resources sector; Mt Gibson Iron evaluated.
The Overnight Report: The US Bond Conundrum
May 15 2014
US bond yields fell sharply last night despite US wholesale inflation showing a surprise gain. The world remains confused. Dow down 101. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Now What?
May 14 2014
The ASX 200 is back at 5500, the budget held no great surprises, and Wall Street paused last night at its highs. Dow up 19. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Mining Stocks, Bulks And The Oz Economy, Gold And Nickel
May 13 2014
Time to become overweight in miners? Do commodity prices matter more than volume to Australia’s economy? Gold remains subdued while nickel adjusts to Indonesian bans.
Fortescue Hits Support
May 13 2014
Michael Gable of Fairmont Equities notes a critical technical level for Fortescue which may suggest a bounce is due.
The Overnight Report: Wall Street Gets Its Momo Back
May 13 2014
Sharp rebounds in the Nasdaq and Russell 2000 turned potential pullback into a new S&P high last night. Dow up 112. (Accessible only for subscribers before 10:15 AEST)
