Daily FNArena News - FYI

The threat of all out war in the Middle East only added to market jitters overnight as high oil prices invoked fears of higher interest rates, economic slowdown and possible recession.

Weekly musings from your editor.

The latest global review has made strategists at Citigroup more positive about share market returns in the US and Europe, less so elsewhere.

A short survey of FN Arena’s data shows most banks are now trading close to twelve month targets.

Credit Suisse has noticed that some of the long-standing rules of equity investment or disinvestment in particular months of the year are being broken.

Morgan Stanley expects the USD to resume its cyclical decline, but expects this to be limited by liquidity driven risk reduction.

Weekly musings from your editor.

NAB’s latest price revisions imply a continuing boom in non-rural commodities as demand outruns supply.

ABN Amro sees a case of addition by subtraction as the company should benefit from divesting its overseas assets.

Merrill Lynch economic activity indicator has bounced, indicating an improvement across the globe. What does this tell us?