Daily FNArena News - FYI

While interest rate differentials have supported Aussie dollar gains against the greenback, CIBC notes cuts are starting to be priced in and this suggests downside risk for the currency.

Weekly musings from your editor. Instead of being blinded by the comfort of market consensus, investors are often better off by focusing on the standout individual.

Brazil, Russia, China and India have been emerging growth engines this decade so Credit Agricole has turned its attention to which countries may emerge as the world’s next growth nations.

After weak economic and employment data, what dilemma will the Fed face this week when the latest CPI is released?

After falling in January Baltic Freight rates have risen more than 45% and TD Securities suggests this implies stong commodities demand and as a result global economic activity remains solid.

Weekly musings from your editor. Former laggards are turning into leaders on the stock market. This does not only affect banks and resources stocks, but also the retailers.

While the trend remains in favour of further US dollar weakness ANZ Bank doesn’t see this as translating to further Australian dollar strength as the currency appears to have lost some momentum.

Increased demand from professionals and international students and ongoing supply constraints mean inner Sydney apartment rents will continue to increase according to market forecaster BIS Shrapnel.

Australia, NZ, Japan, Canada, the EU and UK all make rate decisions this week, amidst an avalanche of global economic data.

The Australian dollar this week hit a 25-year high against the US dollar but TD Securities sees further gains ahead, predicting parity and beyond by the end of the year.