Daily FNArena News

PFP Wealth’s Tim Price wonders why hedge fund stars are returning money to clients, and whether James Glassman is about to be proven wrong, again?

The rate of stock rating upgrades from Australian brokers picked up to a frenetic pace this morning. Clearly analysts are looking at value beyond the disaster.

Technical analysts at Barclays Capital suggest current oil price action is offering a bullish signal as a flag-like pattern appears to be forming.

A glance through the latest expert views and predictions about commodities, with current threats to global growth viewed as likely to weigh on metal prices short-term.

Japanese impact aside, China’s monetary policy is now focused firmly on controlling inflation. And the big culprit is oil. Is there any relief in sight?

Focus has shifted, but eurozone leaders have surprised all by suddenly making progress on debt issues. A turning point?

Barclays Capital suggests the Japanese earthquake’s shorter-term impact on precious metals is greatest among the platinum group metals but longer-term this market should continue to tighten.

A glance through the latest expert views and predictions about commodities with some initial views on commodity markets in the wake of the disaster in Japan and a revision to oil price forecasts.

The Chartist sees no reason to own Minara Resources with the trend of weakness likely to continue further.

Analysts debate as to whether the Japanese earthquake is the last straw to force higher global catastrophe premiums, from which QBE would be a beneficiary.