Daily FNArena News - FYI

Barclays Capital explores historical fourth quarter trends for stocks, bonds, currencies and commodities.

Share markets have disconnected from underlying dynamics as investors anticipate more liquidity measures from the Fed. Ultimately, of course, market fundamentals will reinstate themselves.

With the next Fed meeting not until November, Wall Street is looking at a month of ongoing QE2 speculation.

Barclays Capital notes October tends to be a positive month for equity prices and bullish for fixed interest, while the US dollar finds the going much tougher.

The US House of Reps has emphatically passed a bill to impose tariffs on its biggest creditor, China. What does this mean for the global economy in general and the Australian economy in particular?

PFP Wealth’s Tim Price doesn’t think more quantitative easing is going to solve the world’s problems.

Funds outflows and lagging consumer spending remain a problem, but history suggests this doesn’t necessarily stop equities from rallying.

Grand Private Equity’s Wesley LeGrand has lined up a few views, charts, insights and characteristics about gold.

What happens to inflation during a downturn? An analysis of 25 episodes of persistent large output gaps in 14 advanced economies over the last 40 years.

Behind the scenes of the global economic re-adjustment conflicts are brewing between the US and China. Are investors paying attention?