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: Correction Time?
Jan 24 2014
Weak Chinese data was the trigger but Wall Street was looking for an excuse to Sell. Dow down 175. (Accessible only for subscribers before 10:15 AEDST)
Material Matters: Agriculture, Gold, Copper, Zinc And Thermal Coal
Jan 23 2014
Grain prices are expected to stay high and gold is subdued. The copper balance is teetering while zinc is definitely in surplus. Goldman finds thermal coal productivity a mixed blessing.
The Overnight Report: Mixed Messages
Jan 23 2014
US earnings results were mixed last night, mostly reflecting a changing world. Hence the Dow was down (41 points) but the S&P wasn’t. (Accessible only for subscribers before 10:15 AEDST)
The Overnight Report: Wall Street Gets The Jitters
Jan 22 2014
A mixed close on Wall Street belied intraday volatility driven by skittishness amongst traders as the earnings season unfolds. Dow down 44. (Accessible only for subscribers before 10:15 AEDST)
The Overnight Report: Tumbleweeds
Jan 21 2014
It was a typically quiet global session with Wall Street closed, although Deutsche Bank’s profit result evoked some surprise. (Accessible only for subscribers before 10:15 AEDST)
Material Matters: Copper, Iron Ore And Coal
Jan 20 2014
Macquarie thinks 2014 could be a significant year for small copper stocks, while iron ore strength continues. Citi turns bullish on miners and JP Morgan suspects coal prices will disappoint.
The Monday Report
Jan 20 2014
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Earnings Jitters
Jan 17 2014
It was not a good night on Wall Street for corporate earnings results. (Accessible only for subscribers before 10:15 AEDST)
The Overnight Report: Back To The Future
Jan 16 2014
The S&P 500 regained its all-time high last night on positive corporate results and economic data. Dow up 108. (Accessible only for subscribers before 10:15 AEDST)
The Overnight Report: As You Were
Jan 15 2014
Strong retail sales figures spun Wall Street on its heels last night as jobs were forgotten. Dow up 115. (Accessible only for subscribers before 10:15 AEDST)
