Daily FNArena News

A glance through the latest expert views and predictions about commodities with reasons to remain positive on uranium demand, some caution on silver and copper prices and UBS reviewing some forecasts.

Bank of Queensland has kicked off the bank reporting season, with Macquarie, ANZ, NAB and Westpac to follow. Analysts discuss what they’re looking for.

Tabcorp beat most market expectations with a strong March quarter revenue result, brokers generally continuing to see value leading into the upcoming de-merger vote.

Dennis Gartman believes the odds have now turned in favour of weaker equities in the weeks ahead.

Ahead of the Herd’s Rick Mills suggests harsh times of higher food prices and resulting civil unrest are here to stay.

Small-cap stocks offer potential outperformance, and analysts are favouring industrials over resource companies as investors shift focus to overlooked value.

While Citi and Deutsche bank see positive fundamentals for the nickel market, Goldman Sachs is less bullish, the different views resulting in different stock ratings in the sector.

Elevated prices for oil have started impacting on demand, plus economists have started incorporating a negative impact on global growth.

Shares in CSG limited have performed poorly over the past 12 months but stockbrokers have started to turn more positive on the company.

Where exactly is the good news about US consumers, asks the Consumer Metrics Institute. Have investors been deluding themselves?