Daily FNArena News - FYI

The global economy won’t be able to recover sustainably without a recovery in housing markets. Three economists argue such a housing recovery may be imminent.

History shows Chinese monetary theory preceded Western thought so are there any conclusions to be drawn for the future?

Goldman Sachs believes you should now buy shares. PFP Wealth’s Tim Price believes you will lose money if you do.

Analysts are warming towards the idea of more US dollar weakness, but at the same time risk aversion is back, and on the rise.

Market analysts at GaveKal explain why a weaker USD going forward would make sense (with charts).

BTIG market strategist Mike O’Rourke explains why he has now turned bullish on US equities on a 6-12 month time frame.

PFP Wealth’s Tim Price has a stern warning for today’s governments and central bankers.

The recently established Dagong credit rating agency has made its first sovereign assessments, rating US bonds AA, Britain’s AA- and Australia’s AAA.

In search of stand-out stocks in a market gripped by fear and bearish technical signals.

FNArena editor Rudi Filapek-Vandyck joined two other guests on BoardRoomRadio’s Friday Roundtable to debate topics including Boral, Iuka and the share market rally.