Daily FNArena News - Australia

The proposed 2/3 rule and content obligations will reduce the number of companies likely to be players in the pending media consolidation rush.

The risks in the US housing market are still to the downside and the same still applies for Rinker, James Hardie and Boral, says Credit Suisse.

Two interest rate hikes are not enough to put a serious dent in Aussie consumer confidence, the latest survey by Westpac and the Melbourne Institute has found.

Citigroup expects Macquarie Infrastructure shares will rally if sale proceeds from the US assets are used for a share buyback.

Are resources stocks on the verge of their second wind? The institutional desk at GSJBW seems to think so.

ABN Amro Warrants recommends a warrant play on Zinifex that could produce a 19% return.

The US slowdown will not impact heavily on China, BHP suggests, and metal demand will remain strong.

Opinions are mixed on the proposed Perseverance merger with Leviathan Resources, as the production boost is offset by a lack of exploration success.

National Australia Bank’s September Business Survey shows higher interest rates are impacting, as business confidence and orders have not reversed their downtrend.

TD Securities chief strategist Stephen Koukoulas suggests there are a number of reasons the market should be preparing for a further increase in interest rates in coming months.