Daily FNArena News

While concerns are growing Chinese monetary tightening will impact on copper consumption Barclays sees such concerns as overdone and remains bullish on the metal.

Last week saw the uranium spot price rally as US DOE selling was met with strong demand. But this week will be a different story.

DJ Carmichael analysts are attracted to Kingsrose’s low cost gold production plus the exciting exploration potential around the Way Linggo project.

DBS remains positive on Asian equity markets but sees potential problems ahead in the next three months. The Australian market is a proxy.

Analysts are not expecting any substantial impact on the Japanese economy from the earthquake, but demand for oil and LNG may jump in response to lost nuclear power.

RBS Australia suggests there’s potential for a re-rating of Lend Lease if the Valemus acquisition delivers on earnings growth potential from FY12.

Morgan Stanley has assessed the recent gains in oil prices and suggests the most likely outcome is little impact on US economic growth expectations.

A report from fixed income specialists discussing Australian banks and house prices, global inflation, oil and what is the Fed going to do?

The formula of BoardRoomRadio’s Round Table is going through transformation, now including charts, more guests, but still with a few familiar faces. One of these today included your editor.

BA Merrill Lynch has initiated coverage on Pharmaxis with a Buy rating, adding to existing positive views from Credit Suisse and RBS Australia.