Daily FNArena News

Strategists at Macquarie, RBS and BA-ML updated their thoughts, while JPM’s emerging companies team lined up a list of favourites.

Telstra has reached agreement with NBNCo with respect to migrating customers and leasing infrastruture, but brokers don’t like the lack of details.

It would appear spot U3O8 activity has gone quiet.

PFP’s Tim Price argues it is far better to accept we don’t know everything, for if we don’t, we’ll end up coming to this conclusion anyway.

A glance through the latest expert views and predictions about commodities, with Macquarie positive on coal, BA Merrill Lynch seeing upside on coal service stocks and JP Morgan updating post a tour of Oz steel assets in the US.

Gold has managed to break above key technical resistance and the fact has not escaped the bulls in the market.

In reports written prior to the latest RMB events, both RBS and Citi stated their value attraction to Australian resources stocks. CS updated its small cap preferences.

According to CommSec the latest Australian jobs growth data showed the mining, construction and transport sectors have returned as the primary drivers of the Australian economy.

Strategists at Citi, Macquarie and UBS have outlined a few ideas, good and bad, for short and longer term horizons.

Property developer Peet is considering using external distribution to expand the size of its property syndicates and Citi is positive on the move.