{"id":60290,"date":"2012-07-20T11:25:47","date_gmt":"2012-07-20T01:25:47","guid":{"rendered":"http:\/\/www.fnarena.com\/index.php\/2012\/07\/20\/your-editor-on-twitter-101\/"},"modified":"2012-07-20T11:25:47","modified_gmt":"2012-07-20T01:25:47","slug":"your-editor-on-twitter-101","status":"publish","type":"post","link":"https:\/\/staging.fnarena.com\/index.php\/2012\/07\/20\/your-editor-on-twitter-101\/","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<\/span>.<\/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– Update on China by NAB economists shows expectations remain relatively sober with GDP growth expected to remain near 8% until mid-2013<\/p>\n

\n\t– The "unthinkable" (for commodity bulls) has just happened… consensus has decided no growth for BHP's EPS in both FY12 and FY13<\/p>\n

\n\t– Morgan Stanley concludes Oz insurers now look attractive. Sector favourite is QBE (QBE).<\/p>\n

\n\t– Want to know why mining stocks were amongst the worst performers today? Here's your answer; http:\/\/bit.ly\/M8poLF<\/p>\n

\n\t– In case anyone wondered… consensus puts Rio Tinto's projected EPS growth for 2012 at minus -27%, but 2013 should see growth of +21%<\/p>\n

\n\t– Meanwhile in the background… consensus estimates put BHP's EPS growth for FY12 at minus -16% and at +2% only for FY13. The real story?<\/p>\n

\n\t– Citi strategists have revised ASX200 year-end target to 4450 (previously 4750) – in line with what's happening elsewhere<\/p>\n

\n\t– JPM updated iron ore price forecasts for the years ahead and finds itself significantly below consensus. Atlas Iron and Grange now preferred<\/p>\n

\n\t– Predicts CBA: "More easing by the FOMC is likely…but not yet". Bernanke speech to disappoint eager market traders this week?<\/p>\n

\n\t– GS strategists remain of view investors best remain cautious. Econ data weakness likely to persist, but QE forthcoming? Maybe not that fast?<\/p>\n

\n\t– Not getting much attention at all: broker targets for BHP are moving towards mid-$30s. CS now at $35, JPM at $37. Share price around $31<\/p>\n

\n\t– Market concerns about future capital raising Alumina Ltd (AWC) are rising. Market conditions will need to improve, and a lot. Will they?<\/p>\n

\n\t– JP Morgan economists lowered Q2 US GDP growth projection to 1.4% (from 1.7%, which was down earlier from 2%), Q3 sits at 1.5%. Q1 was 1.9%<\/p>\n

\n\t– IMF is behind the curve. Economists have been reducing forecasts globally for months now, and are still reducing further down than IMF<\/p>\n

\n\t– BTIG strategist Dan Greenhaus reflecting on US corporate profits: not the environment that drives sustainable expansions in PE multiples<\/p>\n

\n\t– Note Woolworths management has flagged it hopes to be able to announce a buyer for Dick Smith operations within the next 3-4 weeks<\/p>\n

\n\t– Macquarie remains confident Chinese destocking for copper is nearing its end, maintains positive outlook in H2 for copper<\/p>\n

\n\t– DB maintains spot iron ore prices are now rolling over and likely to fall to the USD120\/t level over the next month or so<\/p>\n

\n\t– Recalls NAB: The experience of Fed QE2<\/span> is that much of the impact comes from its anticipation. Any hints about QE3<\/span> may thus extend risk on<\/p>\n

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

\n\tFind out why FNArena<\/span> 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 on Twitter by Your Editor.<\/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\/60290"}],"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=60290"}],"version-history":[{"count":0,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/posts\/60290\/revisions"}],"wp:attachment":[{"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/media?parent=60290"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/categories?post=60290"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/tags?post=60290"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}