{"id":61810,"date":"2013-05-10T10:43:07","date_gmt":"2013-05-10T00:43:07","guid":{"rendered":"http:\/\/www.fnarena.com\/index.php\/2013\/05\/10\/your-editor-on-twitter-136\/"},"modified":"2013-05-10T10:43:07","modified_gmt":"2013-05-10T00:43:07","slug":"your-editor-on-twitter-136","status":"publish","type":"post","link":"https:\/\/staging.fnarena.com\/index.php\/2013\/05\/10\/your-editor-on-twitter-136\/","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– UBS Global #Commodities specialists see a cyclical rally building in a structural bear market, supported by investors' fear missing out<\/p>\n

\n\t– BA-ML strategists: "The risk of a melt-up in stocks is high and rising". Investors talking #QE in #China, intra-market breadth deteriorating<\/p>\n

\n\t– Macquarie: highlight potential risk to #ironore prices should [#China] production roll over in June. Sees reluctance to close steel capacity<\/p>\n

\n\t– Overnight: industrial #commodities all taking a day off. #Gold down. Brent up US13c to US$104.47. #China spot #ironore unchanged US$130.20<\/p>\n

\n\t– UBS: For investors worried about near term correction, #REITs look to have best risk\/return appeal amongst higher yielding defensive areas<\/p>\n

\n\t– If recent weakness risk assets was correlated with weaker econ data, then this week's surge is all about pending recovery global momentum?<\/p>\n

\n\t– HULK AMUSED BY PUNY HUMAN EXCITEMENT AT MEANINGLESS INDEX CLOSING ABOVE ARBITRARY NUMBER<\/p>\n

\n\t– #XJO closes at 5199.8, highest since June 30, 2008. Just another 24.1% to go until all-time highs #ausbiz #rubberytradedata<\/p>\n

\n\t– How the world has changed for #resources companies http:\/\/goo.gl\/YHtXm<\/a><\/p>\n

\n\t– The case for an RBA Cash Rate of 2% (from 2.75% today) http:\/\/goo.gl\/Y28fO<\/a> #Ausbiz<\/p>\n

\n\t– First Coca-Cola Amatil (#CCL), now CSL (#CSL). Are Oz investors receiving the message that high valuations represent risk too? #equities<\/p>\n

\n\t– Macquarie maintains: monetary policy less powerful than in the past, thus RBA will cut the cash rate to 2% by the end of 2013 #Ausbiz<\/p>\n

\n\t– Macquarie Australian Conference: Oz company leaders accepting low growth as "New Normal"; focus on cost control and cost cutting<\/p>\n

\n\t– JP Morgan: continue to expect 3Q pickup in economic activity that would be "meaningfully beneficial" metals use, supportive central bankers<\/p>\n

\n\t– Says BA-ML: earnings risks remain for #miners but share prices already priced it all in. Various interesting value\/dividend propositions<\/p>\n

\n\t– Overnight: oil under pressure, base metals subdued, gold's trying while #China spot #ironore added US$1.90 to US$130.00 a tonne #resources<\/p>\n

\n\t– ANZ Bank cut #commodity price forecasts by average 8% 2013, 6% in 2014. Largest cuts for #copper, nickel and #silver, smallest #ironore, WTI<\/p>\n

\n\t– Credit Suisse is taking the contrarian view: bad news now is positioning Boral (#BLD) in a superior position when cyclical upswing arrives<\/p>\n

\n\t– If you believe studying history is an exact science, then you're gonna love this piece of analysis http:\/\/goo.gl\/Y2PrN<\/a> #gold<\/p>\n

\n\t– Inaugural best ideas report from Bank of America Merrrill Lynch picks 5 buy rated ideas out of 188 stocks – QAN, RIO, TWE, LLC, WOR #ausbiz<\/p>\n

\n\t– Citi strategists observe nobody is confident while global equities continue their rally. Not funds managers, not even company CEOs #equities<\/p>\n

\n\t– No relief in sight (maybe opposite!) as UBS analysts suspect potential for an earlier than expected earnings decline for Monadelphous (#MND)<\/p>\n

\n\t– No relief in sight. JPM analysts state #BLY’s update at AGM likely to paint ongoing bleak near term outlook mineral exploration market<\/p>\n

\n\t– Spot Iron Ore – China Import (Fines 62% FE) unchanged at US$128.10\/dry tonne. ^JR<\/p>\n

\n\t– Danske Bank lowers China GDP forecast (to 8%), but maintains US growth will surprise to the upside from next quarter onwards #equities<\/p>\n

\n\t– Not what gold investors want to read: NAB #commodity analysts believe the #gold price will end this year below US$1,500 per ounce<\/p>\n

\n\t– China's Services Sector Has Its Worst Growth In Nearly 2 Years http:\/\/bit.ly\/11MYoJ2<\/a> ~BizInsider<\/p>\n

\n\t– Macquarie observes US companies again outperformed expectations in Q1, except #resources. Sees further growth ahead US profits #equities<\/p>\n

\n\t– JP Morgan economists maintain global economy is in the midst of a gradual and choppy transition toward stronger growth. Forecasts lowered<\/p>\n

\n\t– BA-ML believes #RBA unlikely to cut rates in May with more data about non-resources investments likely to force its hand in June #equities<\/p>\n

\n\t– Macquarie suggests it's damn right difficult to ignore\/deny global econ momentum has waned, but believes #RBA might still hold off in May<\/p>\n

\n\t– UBS suggests income investors should divert focus to #utilities stocks in Oz. Management teams can please investors just like banks do<\/p>\n

\n\t– UBS doesn't think recent weakening in Oz data is strong enough to trigger RBA May rate cut. Remains confident low rates will gain traction<\/p>\n

\n\t– JP Morgan observes relative premium built into InvoCare (#IVC) shares all-time high. Still likes quality grwth profile, downgrade to Neutral<\/p>\n

\n\t– Citi thinks RBA Governor statement will acknowledge risks to downside are on the rise. Better rate cut sooner than later? #interestrates<\/p>\n

\n\t– #China data discrepancy: too large too ignore. Another chapter to the public debate http:\/\/goo.gl\/4XEWi<\/a><\/p>\n

\n\t
\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":[48],"acf":[],"_links":{"self":[{"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/posts\/61810"}],"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=61810"}],"version-history":[{"count":0,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/posts\/61810\/revisions"}],"wp:attachment":[{"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/media?parent=61810"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/categories?post=61810"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/tags?post=61810"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}