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: Plenty Of Yellen But Nothing New
Feb 12 2014
Janet Yellen read from Bernanke’s script last night and Wall Street was relieved. Dow up 192. (Accessible only for subscribers before 10:15 AEDST)
Oz Steelmakers To Garner Support From Prices, Currency
Feb 11 2014
Brokers look ahead to the earnings reports from the Oz steelmakers and note benefits will flow from better prices and a softer Australian dollar in 2014, irrespective of the great carmaker exit.
The Overnight Report: Then Suddenly, Nothing Happened
Feb 11 2014
Wall Street fell early but recovered to await tonight’s first testimony from the new Fed chair. Dow up 7. (Accessible only for subscribers before 10:15 AEDST)
Material Matters: Iron Ore, Copper, Gold And Tin
Feb 10 2014
Iron ore and copper look like winners, gold prices may ease before recovering and a supply shortfall is looming in tin.
The Monday Report
Feb 10 2014
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Material Matters: Re-Rating, Sustaining Capex And Chinese Demand
Feb 04 2014
Might be time to re-rate resource stocks, in CIMB’s view. Goldman Sachs looks at sustainable capex for the big two miners. Macquarie anticipates 2014 will still be the Year of China.
The Overnight Report: Fed Backs A Winner
Jan 31 2014
A strong US GDP has provided justification for Fed policy as Bernanke leaves the building. Dow up 109. (Accessible only for subscribers before 10:15 AEDST)
The Overnight Report: Cold Turkey
Jan 30 2014
The crisis in emerging markets has not abated as the Fed tapers again as expected. Dow down 189. (Accessible only for subscribers before 10:15 AEDST)
The Overnight Report: Buyers And Sellers Battle
Jan 29 2014
It’s all about intraday ups and downs at present as those playing the overbought hand meet those looking for buying opportunities. Dow up 90. (Accessible only for subscribers before 10:15 AEDST)
The Monday Report (on Tuesday)
Jan 28 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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