Daily FNArena News

GaveKal Research is not surprised by the strength in the US dollar to start the year, arguing all factors are in favour of further gains in the greenback.

Better prepared than sorry: the US Fed has set up a financial crisis center, chairman Bernanke revealed this week.

Domestic Consumption in Japan slumped in the third quarter but Macquarie tips a recovery in the three months to December, an outcome that would support higher interest rates.

If market rumours are correct, small cap Arasor is about to become a lot bigger. Today’s share price is already up by 12%.

GaveKal research sees reasons why the commodity run may be over and why investors should look for US dollar gains against the euro this year.

The recent rally in Telstra shares and the better than expected T3 offer has given the Government’s Future Fund a boost, Macquarie estimating it may now be almost a decade ahead of schedule.

The U3O8 spot price has remained at US$72/lb in the second week of the new calendar year.

Weekly musings from your editor.

A fall in imports helped slice Australia’s trade deficit in November, but ANZ suggests the drought may reverse the improvements made last year in our terms of trade.

TD Securities suggests rate cuts currently priced into North American markets are justified, but record share prices and low unemployment should limit the extent of any easing.