What's Priced In? Sensitivity of the Major Iron Ore Miners to Higher Prices
The iron ore price has remained resilient at around USD 55 per tonne, higher than many anticipated. While we still hold to our long-term target of...
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Why I'm Most Bearish Fortescue Now : Part 1
Strong iron ore prices have been a mystery to several including some of the iron ore majors. Has everyone who's really bearish ( including myself )...
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China Housing: Strong Recovery but Debt and Vulnerabilities Rise
In this post, Evidente draws on recent analysis undertaken by the RBA of developments in China's residential property markets. Thanks to a number...
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Retain Defensive Bias as the Reluctant Rate Cutter Likely to Deliver More Stimulus
Interbank Cash Rate Futures point to a 65% probability that the RBA will cut the Overnight Cash Rate (OCR) by 25 basis points to 1.5% on...
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Lithium Hydroxide up 38% YTD; FMC Increases Lithium Production
Fmc Corp (FMC US) announced that it will increase lithium production on the back of a long term supplier contract with a major electric...
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