Daily FNArena News

With the household credit and asset price bubble now over, households have simply reverted to spending patterns of a generation ago. Meanwhile, retailers may at least be looking at some positive results this earnings season.

Goldman Sachs has initiated coverage on engineering and environmental services group Cardno with a Neutral rating, with valuation preventing the broker taking a more positive view.

This week is an options expiration week in the US and ATW’s Jerry Simmons takes a look at the euro and natural gas to see how they’ll fare.

With weak growth everywhere and a global economy redolent of policy, policy and more policy, BlackRock Capital fears the global economy may be headed towards stagnation.

Bentham Asset Management’s credit investment funds are returning 9-10% at a time when credit as an asset class has become forgotten outside of equities and/or cash and fixed income, despite a better risk/reward balance.

The Chartist reports encouraging signs for Westpac which may yet point to more upside.

A glance through the latest expert views and predictions about commodities with iron ore market views updated, Citi revising commodity price forecasts, a survey of Chinese copper market participants and potential delays to Queensland resource projects.

Another broker has joined those warning that if margins don’t improve for Alumina Ltd a capital raising may be on the cards.

Uranium spot prices continue to waver as investors await an uptrend many are certain must be on the way.

The minutes of the July RBA meeting confirms the central bank’s surprise over Australia’s March GDP numbers and thus its decision to stay on hold.