Daily FNArena News - FYI

Weekly musings from your editor. Banks are out, resources in. But that doesn’t necessarily mean all of them, does it?

Write-downs in the US financial sector are not keeping pace with the increase in bad loans.

New regulations are about to hit financial markets in the US and Australia, and in Australia the four pillars policy has been ratified. Good or bad?

Barcays Capital’s monthly seasonal trends analysis shows Australian equities, commodities and the US dollar tend to struggle in June, while the euro is usually a winner.

This week features an avalanche of data both here and abroad, and a few rate decisions.

Standard Chartered’s chief economist is another who believes the global credit crunch is not over, but is now entering Phase II.

Weekly musings from your editor. Yesterday’s false start has been followed up by one story you don’t want to miss.

…the warning signals are once again sounding among America’s investment and commercial banks.

Weekly musings from your editor. Not. It’s a conspiracy, surely it must be. Your editor will try again tomorrow.

US personal expenditure numbers for the first quarter will make for interesting reading this week along with a revised first quarter GDP. Credit demand will be key for Australia.