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 Monday Report
Apr 07 2014
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Non-Farm Non-Action
Apr 04 2014
Wall Street went nowhere last night as markets await tonight’s US jobs numbers. Dow flat. (Accessible only for subscribers before 10:15 AEDST)
Material Matters: Mineral Sands, Copper, And Coal
Apr 03 2014
Demand for mineral sands improves, worst not yet over for copper, Grasberg’s copper future and the slippery slope for coal prices.
The Overnight Report: Positive Data Encourage New Highs
Apr 03 2014
The S&P moved into further blue sky and the Dow almost joined in, with the Dow Transports providing a positive signal. Dow up 40. (Accessible only for subscribers before 10:15 AEDST)
The Overnight Report: And Back To All-Time Highs
Apr 02 2014
Forget the weather, US earnings season is approaching and the S&P 500 is back at a new all-time high. Dow up 74. (Accessible only for subscribers before 10:15 AEDST)
Which Commodities Benefit As Fundamentals Re-Emerge?
Apr 01 2014
2014 is shaping up as the year that the world starts moving away from very low interest rates so the importance of supply and demand should re-emerge for commodities.
The Overnight Report: Bring Out The Mannequins
Apr 01 2014
Window dressing for the end of quarter was the name of the game on both Bridge Street and Wall Street this past 24 hours. Dow up 134. (Accessible only for subscribers before 10:15 AEDST)
Material Matters: Coal, Iron Ore, Copper And Gold
Mar 31 2014
Soggy outlook for coal prices, iron ore subdued and copper struggles. Meanwhile, there’s a chance the central bank agreement on gold sales will come to an end.
The Monday Report
Mar 31 2014
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: The Sideways Trend
Mar 28 2014
Wall Street appears set to end the March quarter about where it started. Dow down 4. (Accessible only for subscribers before 10:15 AEDST)
Analyse The Market From A Different Angle
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