Daily FNArena News - FYI

Seasonal trends for February show a quieter period for equities in general but weaker returns on the Australian market, while Barclays Capital notes the US dollar typically struggles and aluminium gains.

Investment U’s Tony D’Altorio says pick and shovel providers are being re-rated across the globe as miners and oil producers are starting a spending spree.

Investment analyst Steve McDonald talks rising food prices, silver in demand and this year’s outlook for US profits and equities.

BTIG Chief Market Strategist Mike O’Rourke suggests extra caution seems but appropriate, but he doesn’t think a 10% correction is feasible.

Investment U’s Marc Lichtenfeld predicts biotech will make a come-back, on the back of strong trends in emerging markets.

ATW’s Jerry Simmons observes several USD-leveraged assets are facing fierce overhead resistance.

Market strategists at Citi, Goldman Sachs and RBS offer their latest insights and preferences.

National Australia Bank’s December quarter Australian Residential Property Survey shows housing market conditions are expected to weaken in the year ahead, with Queensland to be the hardest hit.

A review by ANZ Bank suggests while a short-term breather is likely the medium-term outlook for Australian housing prices remains positive.

Investment U’s David Fessler explains why investing in REITs could continue paying off handsomely.