BofA cuts aluminium and copper price forecasts for 2025

China stimulus improves risk/reward basis for industrial metals

China copper, iron ore stay stimulus believers, but others sceptical: Russell

Western and Chinese investors reacted differently to Beijing's stimulus plans, highlighting contrasting sentiments amid concerns about the effectiveness and timing of economic recovery measures.

China's scorching rally takes a breather to wait on stimulus

Chinese shares and commodities declined amid tempered recovery expectations, while U.S. markets steadied on hopes for economic resilience and potential interest rate cuts.

China stimulus to boost base metals, iron ore prices in the near-term- Citi

Citi analysts are bullish on base metals and iron ore prices short-term due to China's stimulus, but remain cautious about longer-term uncertainties linked to U.S. elections and recession risks.

Stimulus impact on Chinese steel demand likely to be modest: UBS

UBS analysts predict China's stimulus measures will have a modest impact on steel demand, despite increased iron ore prices and strong supply; a moderate surplus is expected by 2025.

Stimulus impact on Chinese steel demand likely to be modest: UBS

Australia revises down commodity revenue forecasts as prices trend lower

Australia lowers resource and energy export earnings forecasts by 10% due to falling commodity prices and a strong currency, projecting further declines into 2026.

Australia revises down commodity revenue forecasts as prices trend lower

Australia has lowered its resource and energy export earnings forecasts due to decreased commodity prices and a stronger currency, project declines continuing into 2026.

Morning Bid: Beijing pulls out the policy stops

Chinese markets rebound significantly amid leadership recognition of economic troubles. Upcoming events in Japan and U.S. PCE data may shape investor sentiment going forward.