Daily FNArena News

A glance through the latest expert views and predictions about commodities, with Goldman Sachs lifting its zircon estimates, analysts updating on the natural gas and iron ore markets and arbitrage activity in copper.

Rio Tinto delivered a better than expected interim result and along with increasing earnings estimates brokers are viewing favourably the company’s return to a focus on growth.

Macquarie’s conviction calls and broker views on the contractor, transport and healthcare sectors.

In what can only be seen as a near perfect timing, three economists argue the US needs domestic growth to sustain a recovery in jobs.

The post-stimulus and higher interest rate world for Australian retailers has already seen rolling earnings downgrades from retail sector analysts, and then along came Kathmandu.

A glance through the latest expert views and predictions about commodities, with fundamentals looking positive for both copper and oil and Deutsche Bank highlighting some scope for minor changes to estimates in the steel sector.

Hutchison Telecommunications delivered a surprise result, suggesting the company is winning market share from its competitors.

Renewed strength in the gold price has been partly attributed to Beijing’s easing of internal gold trading restrictions.

Technical analysts at Barclays Capital see different paths ahead for crude oil and gold in the next few sessions.

A glance through the latest expert views and predictions about commodities with supply seen as the key to platinum prices, oil prices expected to consolidate above US$80 and some new coverage of Oz iron ore plays.