Daily FNArena News - FYI

The US government has spent that much on economic stimulus but may soon have to borrow money from itself.

Global depression fears are still running wild, but massive policy responses from the world’s governments are finally starting to be felt and a sooner than hoped for recovery is not impossible.

The so-called Santa Claus rally in equities is real according to Barclays Capital’s analysis of monthly trends, while conditions also favour aluminium and the euro.

The latest survey of fund managers from Russell Investment Managers signals a more bullish outlook for both Australian and global equities.

Weekly musings from your editor. Don’t ask questions, just watch FX movements. They provide all the info investors need these days.

Markets had a week to remember last week, but with local GDP data and an RBA rate decision on this week’s calendar, did Christmas come too soon?

The Aussie and NZD have posted record losses against the USD in recent months, but they’re not yet meaningfully undervalued says Danske Bank.

Far from being killed off by the credit crisis, it may be that venture capital offers solid potential returns for investors in 2009.

Weekly musings from your editor. Why investors should watch the USD closely, and be prepared.

The US is inundated with a deluge of data and the various impacts are unguessable, while Australia sees more AGMs and a key Q3 capex read.