Daily FNArena News

The Chartist is very bullish gold in the medium term, from a technical perspective.

Share price gains over the past year prompted RBS Australia to downgrade to a Hold rating last month, but Moelis continues to rate junior telco BigAir as a Buy given a solid growth outlook.

Both BA Merrill Lynch and Deutsche Bank have updated their views on gold and their sector preferences, while Standard Bank remains cautious on the short-term technical picture.

FNArena’s weekly update on short positions in the Australian share market.

Tim Price of PFP Wealth Management notes further quantitative easing measures from central banks are inflationary, implying investors should shift from paper assets to real assets.

Elk Petroleum offers an attractive production growth profile from Enhanced Oil Recovery operations in the US and DJ Carmichael initiates coverage with a Buy rating.

Global nuclear capacity is steadily increasing, while uranium production will soon fall short of demand. But when?

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Brokers debate whether the “reflation trade” is on, thus suggesting a switch out of defensive stocks and into cyclicals.

A glance through the latest expert views and predictions about commodities with updated expectations for commodity markets, bullish views on gold and oil and commentary on bulks and aluminium.

This week ATW’s Jerry Simmons examines US equities and sees scope for a not unusual solar-based movement. Energy, softs, currencies and US bonds are also considered.