commodities

Over very long intervals, short-term random fluctuations (“noise”) cancel one another – and ever clearer and steadier signals emerge.

Iron-ore outlook steadied by talk of surprise property-support meeting and PBoC balance-sheet pickup; watch credit impulse for confirmation.

While we are focused on US Tech stocks, US Tech stocks are focused on our key resources they need to build their AI Kingdoms.

It was the old-world store of value and the new-age digital gold that stole the show in FY25.

A sliding US dollar could reshape global markets – here’s what it means for commodities, Bitcoin, and the investing landscape ahead.

PM Capital Market Update with Paul Moore

Janus Henderson’s Daniel Sullivan and Seneca Financial’s Ben Richards dive into the unloved - lithium & battery metals. What will they find?

Plus, copper-gold explorer FireFly storms back from sell-off as market starts to grasp production potential.

Janus Henderson’s Daniel Sullivan and Seneca Financial’s Ben Richards pick through the rubble for the best commodity plays.

We assess the damage, find the ASX’s biggest winners and losers and get the expert view on how to position yourself going forward.