Daily FNArena News

ABN Amro Morgans suggests Blackmores has little to fear from anticipated increased competition.

According to TD Securities the evidence is mounting the commodities cycle is poised for a turn lower, which would reduce inflationary pressures but put commodity currencies under pressure.

Weekly musings by your editor. Australia is facing a “hidden recession” and investors better not think that because it is hidden, it’s not there.

The RBA will likely take solace in the fact the June quarter CPI met expectations.

Sino Gold delivered a solid quarterly production report and stockbrokers see a bright future for the company given a number of new projects are set to come on stream.

Is the great US ethanol bubble about to burst?

Mirvac has come clean and lowered earnings guidance for FY09 and this has prompted some upgrades in rating as brokers suggest the bad news is now in the share price.

As costs blow out in Brazil, analysts see the potential for an Alumina Ltd capital raising as the little antipodean gets pushed around by an incompetent Alcoa.

According to TD Securities economic indicators suggest the Australian economy is now close to a recession, meaning risk is to the downside for growth, the currency and interest rates.

Primary Health has sold its consumer assets for better than the market expected and with the pharmacy assets next cab off the rank brokers remain largely positive on the group’s outlook.