Daily FNArena News

Credit Suisse head of research Giles Keating sees continued weakness for commodities short-term, but a return to growth in the US next year means the longer-term uptrend remains intact.

Shinzo Abe takes over as prime minister of Japan on October 1st and faces the challenge of following in the footsteps of the popular Junichiro Koizumi.

As predicted last week, ABARE’s update on Australia’s commodities has led to further price increases for many mineral resources.

Intersuisse has turned positive on Adacel, seeing potential for strong earnings growth for several years as the company continues to add contracts in the aviation training and simulation sector.

It’s been rumoured quite a few times in the past but our sources in London say talk in the market over there is that GE is about to go public with an offer for Brambles.

BHP and Rio Tinto shares have fallen 15% and underperformed the copper price. Merrill Lynch is calling a short term buy.

There’s been talk of a turnaround in the Australian housing market. Not yet, says NAB.

TD Securities’ Stephen Koukoulas suggests the Aussie dollar has started a move higher against the Canadian currency, noting several reasons in support of his view.

Danske Bank cautions the coup in Thailand and unrest in other emerging markets adds up to a risk averse approach by international investors, which should limit short-term performance.

Unchanged Fed rates may have been a positive for Wall Street earlier in the week, but now the focus turns to a slowing economy.