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Commodities

Yesterday

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Iron ore faces ‘riot point’ in 2025 as Rio Tinto floods the market

The mining giant’s Simandou project will bring a fresh wave of supply late next year, further exacerbating growing stockpiles of the steel-making ingredient at Chinese ports.

  • Alex Gluyas

This Month

Wall Street.

ASX to drop as Wall Street’s Santa rally falters

Australian shares are poised to fall as markets parse the Federal Reserve’s  projections of fewer-than-expected interest rate cuts and higher inflation next year.

  • Natasha Rudra
Bank of America forecasts that the S&P 500 will end 2025 at 6666 – a rough 10 per cent advance.

ASX to drop, $A plunges as Fed signals rate pause near

US stocks tumbled, extending losses to more than 1 per cent, after policymakers significantly pared their rate cut projections.

  • Timothy Moore
Bank of America forecasts that the S&P 500 will end 2025 at 6666 – a rough 10 per cent advance.

ASX to slip, Wall Street broadly lower as Fed outlook awaited

Australian shares are set to edge down tracking narrow trading in New York. Investors are keenly waiting for updated policymaker expectations for rates.

  • Updated
  • Timothy Moore
Macquarie Group.

My fraud cost $US1b. Now I’m calling out Macquarie

The rogue trader that cratered the UK’s oldest bank 30 years ago says the conduct of Travis Klein shows compliance is still a huge problem.

  • Updated
  • Nick Leeson
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Bank of America forecasts that the S&P 500 will end 2025 at 6666 – a rough 10 per cent advance.

ASX to slip, Tesla surges 6pc, bitcoin hits record $US107,000

Australian shares are set for a lower opening after futures reversed earlier modest gains. Techs power Nasdaq, S&P 500 higher. Nvidia extends losses.

  • Timothy Moore
Sweden is coming around to the idea of nuclear energy.

Uranium investor hopes dashed as UBS cuts outlook

The broker has cut its forecast for the controversial energy source over the next two years

  • Updated
  • Joanne Tran
Bank of America forecasts that the S&P 500 will end 2025 at 6666 – a rough 10 per cent advance.

S&P 500 slips, Broadcom surge offsets broader weakness

Broadcom leapt 24pc, though US equities struggled as the path for interest rates becomes more clouded. Tesla extended its rally. Nvidia pulled back further.

  • Timothy Moore
Bank of America forecasts that the S&P 500 will end 2025 at 6666 – a rough 10 per cent advance.

ASX to fall, US stocks lower with Fed in focus, ECB cuts its key rate

Australian shares are set to open lower. The rally in the US megacap tech stocks stalled. Iron ore gets China bets boost. Bitcoin hovers at $US100,000.

  • Timothy Moore
Bank of America forecasts that the S&P 500 will end 2025 at 6666 – a rough 10 per cent advance.

ASX to rise as Alphabet, Tesla power Nasdaq to record high

Australian shares are set to open higher. The magnificent seven rallied. US CPI data bolsters December rate cut probability. Bitcoin tops $US101,000.

  • Timothy Moore
A machine cuts sugar cane on a plantation in Batatais, Brazil. Sugar is among Citi’s top commodity picks for next year.

Citi’s five big commodity calls for 2025

Following a tough year for traders, the US broker has revealed where it expects to see the biggest gains and losses in the market for next year.

  • Alex Gluyas
Bank of America forecasts that the S&P 500 will end 2025 at 6666 – a rough 10 per cent advance.

ASX to slip, Alphabet rises on quantum chip boost

Australian shares are set to edge lower, in line with a narrow trading range on Wall Street as investors await November’s CPI report. $A sinks on dovish RBA.

  • Timothy Moore
Bank of America forecasts that the S&P 500 will end 2025 at 6666 – a rough 10 per cent advance.

ASX to rise on prospect for bolder China stimulus, Wall St slips

Australian shares are set to open higher. BHP, Rio surge in New York. Iron ore, oil, gold gain. Bitcoin stumbles. Nvidia drags Nasdaq lower.

  • Timothy Moore
Bank of America forecasts that the S&P 500 will end 2025 at 6666 – a rough 10 per cent advance.

S&P 500 resets record closing high for 57th time

The record run higher in US equities is intact after November’s jobs report reassured investors that the Fed is still on track to cut rates this month.

  • Timothy Moore
Bank of America forecasts that the S&P 500 will end 2025 at 6666 – a rough 10 per cent advance.

ASX to slip, Wall St edge down with payrolls awaited

Australian shares are set for modest opening losses. November US jobs data in focus. Bitcoin slides below $US100,000.

  • Timothy Moore
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US equities’ dominance forecast to extend into 2025.

ASX to edge up, S&P 500 and Nasdaq lift on techs

Australian shares are set to open modestly higher. The magnificent seven power ahead. Iren surges, Atlassian leaps on Amazon deal. Bitcoin rallies.

  • Timothy Moore
Bank of America is bearish on lithium, even after a 90 per cent slump in prices since 2022.

Lithium bear market tipped to intensify in 2025

Bank of America has slashed its forecasts for the battery mineral and also warns that iron ore could fall to $US75 a tonne. But there is one commodity that the broker is tipping will go on a tear next year.

  • Updated
  • Alex Gluyas
US equities’ dominance forecast to extend into 2025.

ASX to slip, S&P 500 edges up, bitcoin swings

Australian shares are set to open lower. US equities were turning modestly positive late. Apple extends advance. South Korean assets drop.

  • Timothy Moore
The New York Stock Exchange.

ASX to rise, Apple resets record high as techs rally

Australian shares are set to open higher. The Nasdaq paced gains in New York as the megacap techs advanced. US dollar stronger. Bitcoin struggled.

  • Timothy Moore
The Pilbara Minerals Pilgangoora project in Port Hedland, Western Australia.

Pilbara Minerals ‘to pop’ as short sellers now target uranium

The lithium producer is no longer Australia’s most shorted stock after its exclusion from a widely tracked index, prompting hedge funds to shift their focus.

  • Alex Gluyas

Original URL: https://www.afr.com/topic/commodities-5vv