Daily FNArena News

Barclays’ quarterly survey of institutional investors shows commodities are the top pick for performance in the next three months, while inflation concerns are slowly increasing.

Spot uranium traded as low as US$50 last week but there found some solid buying support from the industry.

A glance through the latest expert views and predictions about commodities with updates on base metal and gold markets and what the Japanese disaster may mean for energy and bulk markets.

Technical market analysts maintain the view crude oil futures are setting themselves up for another rally.

Brokers are impressed with ANZ’s strategy update and have been upgrading bank ratings in general given the recent market sell-off.

DJ Carmichael anticipates a re-rating for junior copper explorer Hot Chili.

Some educated perspective on the threat of a Japanese uranium disaster.

Lessons from the February reporting season, for investors looking beyond the short term.

The spot uranium price has fallen 10% and that won’t be the end of it, analysts assume.

A glance through the latest expert views and predictions about commodities with Japan’s crisis expected to see energy substitution, Oz steel plays, oil price upgrades, a view on copper and silver relative to gold.