Daily FNArena News - FYI

ANZ Bank notes the recent spate of mergers and takeovers in the Australian market is positive for the currency as overseas buyers must also buy Australian dollars to complete their acquisitions.

Due to persistent technical problems there will be no weekly editorial today.

For the first time since Lehman Bros started keeping records, foreign currency denominated bond issues will exceed US dollar issues.

As the focus swings to betting on a May rate rise in Australia, housing finance and employment data will be closely scrutinised this week.

Weekly musings from your editor.

The futures market is hedging its bets, but economists are leaning towards more observation rather than action from the RBA this week. Investors are likely to closely watch any developments in renewed trade tensions between the US and China.

Inflation is back. Or at least the fear thereof. A surging oil price and some disappointing economic data put the sweepers through the Street last night.

Weekly musings from your editor.

Commonwealth Bank’s March Quarter Perspectives report shows global markets are back almost to all-time highs, but value is still apparent based on historical comparisons.

Union Bancaire Privée’s Tim Price on modern funds management and (some) of its challenges.