Daily FNArena News

Market strategists at major stockbrokers have been adjusting their preferences and ideas for the months ahead.

Dennis Gartman has joined the chorus of commentators pointing to underweight US equity funds as a positive catalyst for December.

Earnings guidance at Nufarm’s AGM was met with mixed reviews as brokers remain divided on their opinions on the stock.

Following underperformance against the broader market value appears to be emerging in the Australian REIT sector, so brokers have outlined some of their preferences.

A sudden surge in interest has seen uranium gain 16% in November to its highest price levels since August 2008.

Barclays Capital looks at historical trends for financial markets in December.

A glance through the latest expert views and predictions about commodities with long aluminium / short silver seen as the trade for 2011 and updates on agricultural, bulk commodity and oil markets.

A snapshot of economist responses to today’s third quarter GDP result, which at 0.2% growth was below expectation.

A consumer survey by Mortgage Choice shows property remains a popular investment in Australia, though affordability is an issue and household spending is being more closely watched.

Technical market analysts at Barclays believe gold is about to rally, across multiple currencies.