Daily FNArena News

Global bond markets are in for some real turmoil, predicts PFP Wealth’s Tim Price.

The changing outlook for the US economy has implications for global asset allocations, points out GaveKal.

Weak recent retail sales data and anecdotal evidence belies what Westpac sees as resilient consumer sentiment following its December survey.

A glance through the latest expert views and predictions about commodities with updates on broker tours of China and Chile, some positives for copper and iron ore and gold seen as well placed to withstand any unwinding of speculative long positions.

Bank analysts had been braced for something a bit scary, bit instead saw the Big Four hit over the head with a wet newspaper. What fifth pillar?

NAB’s Monthly Business Survey for November showed mixed results for Australian business conditions and confidence levels, prompting the bank to trim its growth forecasts.

Another week, another slight rise in the uranium spot price despite some end of year selling.

BTIG Chief Market Strategist Mike O’Rourke explains why more funds will be allocated to US equities in the year ahead.

A glance through the latest expert views and predictions about commodities, with UBS lifting its oil price forecasts and positives identified for coal, mineral sands, copper and gold prices.

Lend Lease has launched a UK Infrastructure Fund and brokers see this as good news for the company’s asset recycling operations.