Iron Ore is starting to consolidate after plunging 36% over the last month. After flagging the risks on the downside for the bulk commodity MM is now neutral / bullish iron ore especially after taking into account our positive reflation outlook moving forward.
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Reporting season has taken a positive turn – James Gerrish breaks down some of this weeks action.
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Thursday 11th September – Dow off -220pts, SPI off -20pts
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Market Matters Monthly Video Update: Portfolio Performance for November 2025
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
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MM is neutral to bullish iron ore ~800 CNY/MT
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Reporting season has taken a positive turn – James Gerrish breaks down some of this weeks action.
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