{"id":59789,"date":"2012-04-13T10:59:54","date_gmt":"2012-04-13T00:59:54","guid":{"rendered":"http:\/\/www.fnarena.com\/index.php\/2012\/04\/13\/your-editor-on-twitter-91\/"},"modified":"2012-04-13T10:59:54","modified_gmt":"2012-04-13T00:59:54","slug":"your-editor-on-twitter-91","status":"publish","type":"post","link":"https:\/\/staging.fnarena.com\/index.php\/2012\/04\/13\/your-editor-on-twitter-91\/","title":{"rendered":"Your Editor On Twitter"},"content":{"rendered":"

\n\tBy Rudi Filapek-Vandyck<\/span>, Editor FNArena<\/span><\/p>\n

\n\tI joined Twitter. Not because I am curious what this celebrity has to say about her kids, or to read that another one is waiting for a connecting flight, impatiently. Twitter allows me to follow news and commentary sources such as Dow Jones' Marketwatch<\/span>, Bloomberg News and the Wall Street Journal. It assists me in keeping up with what is happening across the globe, while I am observing and analysing<\/span> financial markets myself.<\/p>\n

\n\tWhile I am on Twitter, reading a quote here and a news flash there, I offer my own succinct insights and commentary. Those amongst you who have already discovered the virtues of a Twitter account can add my Tweets to their daily news via @filapek.<\/p>\n

\n\tFor those who have no intention to join Twitter, but would like to stay up to date, below are my Tweets from the week past:<\/p>\n

\n\t– Market rumour\/talk is about China Q1 GDP possibly at 9%. (please!) See two previous Tweets about yesterday's DBS report<\/p>\n

\n\t– DBS argues y-o-y data are misleading. China economy bottomed in Q4; soon talk will resume to tightening, instead of loosening measures<\/p>\n

\t– DBS (who triggered last night's risk on rally) says GDP growth in China slowing year-on-year, but accelerating q-o-q. Predicts 8.3% and 9.0%<\/p>\n

\t– Predicts BA-ML: global correction has further to run. Investors should watch Spanish bank and property stocks to gauge its magnitude<\/p>\n

\t– Reports CBA: "Our view is consistent with the IMF’s. Commodity prices are likely to have peaked and should trend lower in coming months"<\/p>\n

\t– JP Morgan anticipates "mild" correction for US equities (5-7%), reporting season not seen as Big Catalyst, pressures from gasoline to abate<\/p>\n

\t– BTIG: Recent rally has been good for many, but if US earnings season doesn’t live up to its modest billing, bad times won’t be far behind<\/p>\n

\t– GS makes no changes to Oz Model Portfolio, retains preference for banks over resources, NAB and ANZ most preferred<\/p>\n

\t– Citi sector update: "retailers are operating close to the edge of margin collapse", only Metcash and Woolworths rated Buy<\/p>\n

\t– BA-ML believes Mr Market has become too negative on iron ore price prospects, suggests AGO, RIO and FMG all good value<\/p>\n

\t– Doom Is Back: IMF reportedly to sharply reduce long-term forecast of China's current-account surplus, downturn seen for commodity exporters<\/p>\n

\t– Report ANZ analysts in Oz: colleagues in China believe a RRR cut could be postponed until May or June<\/p>\n

\t– Commodity Traders at Morgan Stanley: long cotton, gold, silver and copper, live cattle and feeder cattle<\/p>\n

\t– Too much ignorant blabla about disappointing non-farm payrolls data; payback from weather suffices, April likely to be worse (says also GS)<\/p>\n

\t– Barclays does see mildly lower crude oil prices for Q2 on market fundamentals, but risks of a spike higher remain<\/p>\n

\t– Barclays' commodity trades for April: overweight soybeans, copper, crude oil, corn and aluminium. Underweight gold, US natgas, heating oil<\/p>\n

\t– ASX200 likely to open below 4300 on Tuesday, which will have the attention of chartists. Plus will BHP shares remain above $34?<\/p>\n

\t– Dennis Gartman: retreat from US equities looked silly at first, now rather prescient – short term trend lines are broken, more losses ahead?<\/p>\n

\t– The Carry Trade Du Jour – Chinese traders and international copper stocks http:\/\/alturl.com\/j4jei<\/a><\/p>\n

\t– Goldman's Us equities "error" – even the best are forced to turn humble at times http:\/\/alturl.com\/qyfeu<\/a><\/p>\n

\n\tYou can add my regular Tweets on Twitter via @filapek<\/p>\n

\n\t <\/p>\n

\n\tFind out why FNArena subscribers like the service so much: "Your Feedback (Thank You)<\/a>" – Warning this story contains unashamedly positive feedback on the service provided.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

This week’s Tweets from Your Editor on Twitter.<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[5],"tags":[],"acf":[],"_links":{"self":[{"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/posts\/59789"}],"collection":[{"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/comments?post=59789"}],"version-history":[{"count":0,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/posts\/59789\/revisions"}],"wp:attachment":[{"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/media?parent=59789"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/categories?post=59789"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/tags?post=59789"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}