Daily FNArena News

Focus has shifted, but eurozone leaders have surprised all by suddenly making progress on debt issues. A turning point?

Barclays Capital suggests the Japanese earthquake’s shorter-term impact on precious metals is greatest among the platinum group metals but longer-term this market should continue to tighten.

A glance through the latest expert views and predictions about commodities with some initial views on commodity markets in the wake of the disaster in Japan and a revision to oil price forecasts.

The Chartist sees no reason to own Minara Resources with the trend of weakness likely to continue further.

Analysts debate as to whether the Japanese earthquake is the last straw to force higher global catastrophe premiums, from which QBE would be a beneficiary.

While concerns are growing Chinese monetary tightening will impact on copper consumption Barclays sees such concerns as overdone and remains bullish on the metal.

Last week saw the uranium spot price rally as US DOE selling was met with strong demand. But this week will be a different story.

DJ Carmichael analysts are attracted to Kingsrose’s low cost gold production plus the exciting exploration potential around the Way Linggo project.

DBS remains positive on Asian equity markets but sees potential problems ahead in the next three months. The Australian market is a proxy.

Analysts are not expecting any substantial impact on the Japanese economy from the earthquake, but demand for oil and LNG may jump in response to lost nuclear power.