{"id":60991,"date":"2012-11-30T11:51:40","date_gmt":"2012-11-30T00:51:40","guid":{"rendered":"http:\/\/www.fnarena.com\/index.php\/2012\/11\/30\/your-editor-on-twitter-117\/"},"modified":"2012-11-30T11:51:40","modified_gmt":"2012-11-30T00:51:40","slug":"your-editor-on-twitter-117","status":"publish","type":"post","link":"https:\/\/staging.fnarena.com\/index.php\/2012\/11\/30\/your-editor-on-twitter-117\/","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– CIMB retains view RBA will wait until Q1 next year to lower the cash rate, although economists acknowledge it is a close call #<\/s>RBA<\/b><\/a> #<\/s>equities<\/b><\/a><\/p>\n

\t– BA-ML strategy for 2013: bullish on equities and credit, bearish on bonds and neutral commodities. Japanese equities most favoured<\/p>\n

\t– GS thinks investors' focus will shift in 2013 to stocks offering growth and yield. Projects double digit returns for Oz equities next year<\/p>\n

\t– Crude oil (finally) joined the metals in jump higher, but gold still a bit confused and spot #<\/s>ironore<\/b><\/a> down a further US$1 to US$116.90\/tonne<\/p>\n

\t– Sell off for Starpharma today? Company missed Phase 3 primary endpoint, RBS Morgans analysts predict investors won't be pleased. Target $1?<\/p>\n

\t– Changes to UBS Model Portfolio for Oz: added ALL, ARI, BLD and JBH (oops?) and removed NRW Holdings (timely?), TPI, QBE, NCM and ORI #<\/s>stocks<\/b><\/a><\/p>\n

\t– Post Greek debt deal Citi persists: still see a 60% probability of Greece leaving the euro in the next year or two #<\/s>Greece<\/b><\/a> #<\/s>eurozone<\/b><\/a><\/p>\n

\t– Spot #<\/s>ironore<\/b><\/a> priced unchanged in Shanghai trade at $117.90 per dry metric tonne #<\/s>ausbiz<\/b><\/a> #<\/s>miningboom<\/b><\/a><\/p>\n

\t– "The recession we had to have". 22 years ago today today Paul Keating uttered these words.<\/p>\n

\t– Ooops! Shanghai Composite closed below 2000 yesterday and spot #<\/s>ironore<\/b><\/a> Fines Fe62lost 30c (-0.25%) to close at US$117.90\/tonne<\/p>\n

\t– GS prefers BHP over RIO as the latter's outlook too much tied to iron ore while BHP has exposure to shale gas and tight oil. Premium stays!<\/p>\n

\t– Citi warns about "value traps" in global mining stocks. Most favoured stocks are BHP Billiton, Aquarius, Kazakhmys. Note absence Rio Tinto<\/p>\n

\t– Citi maintains flat outlook for industrial commodities in 2013; resources equities expected to underperform. Stockpicking = all-important<\/p>\n

\t– Blackrock expects main macro headwinds to remain in place in 2013, but (again) with potential double digit returns for equities. Not bad?<\/p>\n

\t– Oz Stockbrokers today: Upgrades for AGL Energy, Challenger, downgrade for Fleetwood. Observation: more upgrades than downgrades in week past<\/p>\n

\t– Those jumping on the weakening JPY trend be warned: Danske Bank foresees imminent short term correction, but longer term weakening intact<\/p>\n

\t– BAML believes there's simply no two ways about this: Oz economy needs additional support from monetary policy post peak in #<\/s>mining<\/b><\/a> #<\/s>capex<\/b><\/a><\/p>\n

\t– UBS sees continued headwinds for Oz equities due to absence of profit growth. Expects 0% EPS growth in FY13, with 3% growth ex-materials<\/p>\n

\t– JP Morgan analysts' conviction has grown copper supplies will disappoint in 2013, with sluggish demand recovery market likely near balance<\/p>\n

\t– Citi: outlook for future economic growth remains uninspiring, global equities should remain supported by dividend yields, share buybacks<\/p>\n

\t– CBA cuts growth forecasts 2013. Says biggest risk to world economy remains US fiscal cliff and risk of US recession in first half of 2013<\/p>\n

\n\t
\n\tYou can add my regular Tweets on Twitter via @filapek<\/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 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":[48],"acf":[],"_links":{"self":[{"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/posts\/60991"}],"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=60991"}],"version-history":[{"count":0,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/posts\/60991\/revisions"}],"wp:attachment":[{"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/media?parent=60991"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/categories?post=60991"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/tags?post=60991"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}