Daily FNArena News

GaveKal’s risk appetite indicator has turned down once more, indicating liquidity is being withdrawn by investors. This should encourage downward pressure on inflation by itself.

While it has revised lower its earnings expectations for the US market Standard & Poor’s continues to see most sectors lifting earnings this year, with growth stocks preferred.

Danske Bank suggests the ongoing financial crisis and the emergence of inflationary pressures is likely to have an impact on foreign exchange markets going forward.

As the Fed becomes more hawkish, is there a risk that runaway inflation forces central banks across the globe to suddenly start hiking aggressively?

With the chance the US dollar will weaken further after the Fed left rates on hold ANZ sees scope for some profit taking among commodities this week, though any downside is expected to be limited.

Weekly musings from your editor. Three taxi drivers told me this week they are buying banking stocks “for the longer term”. Are there any conclusions we can draw from this?

It is taking some time to achieve, but Westpac believes the RBA’s tightening policy will achieve the desired slowdown.

Wotif’s updated guidance has come in below consensus forecasts, but it’s not the end of the world.

The latest Russell Investments survey of fund managers shows a defensive outlook remains the dominant view as cash and bonds are favoured over equities.

Standard Chartered argues the Varanus gas explosion could knock a full percentage point off Australia’s second half GDP.