Daily FNArena News - FYI

Global investor confidence is on the rise. At least that’s the conclusion one is inclined to draw from State Street Investor’s latest updated Investor Confidence Index. But look a bit further and things look different from what they seem.

Shaw Stockbroking’s chartist needed some assistance to complement the latest analysis for the Dow Jones.

It’s only an exercise, but in the face of soaring commodity prices a somewhat bemused Credit Suisse has calculated new stock valuations based on spot becoming long term.

Weekly musings from your editor.

Another increase in CPI inflation leaves the RBNZ with little room to move on rates, says the Commonwealth Bank.

Barclays Capital Research has revised its global growth forecasts upwards, and has offered a few thoughts on the state on the world economy.

Rumours that ResMed may be looking at acquiring Compumedics haven’t done anything for a sliding Compumedics share price.

Respected international commentator Dennis Gartman is beginning to be concerned about the state of global equity markets.

Weekly musings from your editor

As more brokers contemplate the threat to Telstra from VoIP, FN Arena’s stories spark converse views from readers.