Yesterday
Here’s how investors should trade the US election
Goldman Sachs says these commodities are the best way to protect investments against the threat of a fresh wave of inflation.
- Alex Gluyas
Hack wipes $140m from Melbourne mansion-owning crypto king
Michael Egorov, who spent $59 million purchasing two mansions in Hawthorn, said I “don’t really live in Australia”. His curve token plunged last week.
- Tom Richardson
This Month
Riding the wave: this Regal-backed fund is betting big on water
Kilter Rural’s Euan Friday predicts water prices will rocket 300 per cent this year, after huge government intervention and the weather dries up.
- Cecile Lefort
More pain tipped for iron ore as BHP, mining stocks sink
Strategists are warning that the sell-off in the steel-making ingredient could drag prices below $US100 a tonne, which would spell further trouble for the big miners.
- Alex Gluyas
Iron ore to plunge below $US100 into a bear market: Citi
The broker has cut its iron ore forecasts for the second time in the past month, as analysts turn increasingly pessimistic on Australia’s chief export.
- Alex Gluyas
Commodities hit as oil slumps; iron ore in correction
Market pundits are at odds about the prospects for oil prices after OPEC’s surprise move to restore some production to the market this year. Iron ore, meanwhile, is struggling to bounce off its lows.
- Updated
- Alex Gluyas
May
Commodities to set records after ‘violent price swings’
Strategists have warned that traders should expect heightened volatility on commodity markets as the powerful rally in metals divides investors.
- Updated
- Alex Gluyas
BHP may need more time to break Anglo bid impasse: reports
The Australian miner is reportedly poised to ask for another deadline extension from Anglo American as it seeks to resolve continuing concerns about its takeover bid.
- Timothy Moore
Commodities on cusp of ‘super-bull’ rally after traders cash in
Investors have taken profits following a powerful rally in copper and gold prices, but strategists believe the correction will be short-lived.
- Alex Gluyas
Rio Tinto declares force majeure on Australian alumina cargoes
The company notified clients that its Queensland refineries have been unable to run properly due to a regional shortage of gas.
- Archie Hunter and Thomas Biesheuvel
Lithium miners shake up trading to tackle wild price swings
Mining companies are changing the way lithium is bought and sold in an effort to curb volatility and get some industry-wide pricing.
- Annie Lee and Yvonne Yue Li
Panicked traders position for mega-rally as metal prices hit record
Copper and gold prices surged to record highs on Monday morning as bullish investors piled in and bears were forced to cover short positions.
- Alex Gluyas
Panic sets in as short squeeze rockets copper price
A violent spike in copper futures traded in New York has caught markets off guard and sent traders scrambling to cover short positions.
- Alex Gluyas
Iron ore’s big China property problem isn’t going away
Pockets of strength in the Chinese steel market have boosted the raw material after a plunge below $US100 a tonne early last month but investors are cautious.
- Annie Lee and Jessica Zhou
April
Copper hits $US10,000 as BHP’s bid releases the bulls
Copper hit $US10,000 a tonne for the first time since 2022 as traders took BHP’s takeover bid for Anglo American as a vote of confidence for the metal.
- Alex Gluyas
Investors pile into miners as commodity rally heats up
Surging copper, gold and oil prices are fuelling a rotation into mining stocks as analysts scramble to adjust their profit forecasts for the sector.
- Alex Gluyas
Copper eyes $US10,000 as ‘super squeeze’ intensifies
The metal surged to a two-year high this week as traders ramped up bets that copper’s bull market is unfinished business.
- Alex Gluyas
