Daily FNArena News - FYI

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?

Currencies have been leading other financial markets since early 2008, so positive moves by EUR/USD could be the harbinger for more positive moves elsewhere.

Tim Price returns from holidays with that same vitriolic view on politicians, bankers, equity markets and debt. At least his views on gold haven’t changed.

An argument has been made the Australian share market is running out of true growth stocks. How is this going to affect investor portfolios?

Your editor took part in a little bit of Australian internet history in the making by participating in BoardRoomRadio’s Friday Roundtable.

Dennis Gartman suggests equity indices are looking toppy, while gold looks well-supported.

Why did the Bank of Japan intervene to cap the rise of the yen and what does it mean?

A stronger Australian dollar is causing a downturn in the Australian tourism industry, with implications for various regions and sectors of the economy, CommSec reports.

Today’s share market is riskier than at any point since March 2009. Investors should still watch valuations if they want to avoid misfortune and disappointment.