Daily FNArena News

The third quarter reporting season has kicked off with a bit of a fizzer, and the Fed is still spouting hawkish rhetoric.

North Korea reignited the Cold War this week, and no one in the markets cared less.

Merrill Lynch has lifted its earnings estimates for BHP and Rio thanks to increases to iron ore price forecasts, while Citigroup suggests exploration success offers valuation upside.

The proposed 2/3 rule and content obligations will reduce the number of companies likely to be players in the pending media consolidation rush.

The risks in the US housing market are still to the downside and the same still applies for Rinker, James Hardie and Boral, says Credit Suisse.

Two interest rate hikes are not enough to put a serious dent in Aussie consumer confidence, the latest survey by Westpac and the Melbourne Institute has found.

Citigroup expects Macquarie Infrastructure shares will rally if sale proceeds from the US assets are used for a share buyback.

Are resources stocks on the verge of their second wind? The institutional desk at GSJBW seems to think so.

ABN Amro Warrants recommends a warrant play on Zinifex that could produce a 19% return.

The US slowdown will not impact heavily on China, BHP suggests, and metal demand will remain strong.