{"id":61890,"date":"2013-05-24T11:02:36","date_gmt":"2013-05-24T01:02:36","guid":{"rendered":"http:\/\/www.fnarena.com\/index.php\/2013\/05\/24\/your-editor-on-twitter-138\/"},"modified":"2013-05-24T11:02:36","modified_gmt":"2013-05-24T01:02:36","slug":"your-editor-on-twitter-138","status":"publish","type":"post","link":"https:\/\/staging.fnarena.com\/index.php\/2013\/05\/24\/your-editor-on-twitter-138\/","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– CS FX analysts are now calling AUDUSD to weaken to US$0.92 in three months and to US$0.85 in 12 months. Big boost seen for mining stocks<\/p>\n

\n\t– BA-ML London clients feedback: right strategy is to be max long risk until Fed dares to take the punch bowl away. How far can melt-up go?<\/p>\n

\n\t– Citi sees ongoing supportive conditions for Oz #Banks shares. What could change this? Rising rates, earnings shocks and some 'other' factors<\/p>\n

\n\t– Present substantial pullback in #mining capex is building fertile platform for next upswing in #commodities prices. Come back in 2016-17?<\/p>\n

\n\t– In environment of extremely high corporate debt, low corporate margins & return on assets, monetary policy begins to lose potency. #China?!<\/p>\n

\n\t– Most asked question: what'll happen with Big Four #Banks share prices? Here's our assessment http:\/\/bit.ly\/14Tgefp<\/a> #equities #yield<\/p>\n

\n\t– Post outside reversal signal US #equities. BTIG reports since 1980, S&P500 has performerd BETTER than average after such signal. Confusion?<\/p>\n

\n\t– Technical chartists all up in arms about "outside reversal" signal US #equities overnight. Time for that long anticipated correction?<\/p>\n

\n\t– Goldmans the latest to highlight increased downside risks for Cochlear (#COH); downgrades to Sell with $63 price target #equities<\/p>\n

\n\t– My take on what a weaker AUD means for the Oz share market: http:\/\/goo.gl\/arstR<\/a> #equities #investing<\/p>\n

\n\t– Bad news not over. Moelis anticipates year of contraction which will see first decline EBIT in 13 years for Monadelphous (#MND). Sell<\/p>\n

\n\t– Is it just my observation or is there another explosion in junk and malice emails? A sign of tough environment for business in real world?<\/p>\n

\n\t– Bigpicture themes for #markets and #FX from Credit Suisse's Chief Economist Neil Soss via @t_financialist http:\/\/www.thefinancialist.com\/diversification-and-demographics-a-conversation-with-credit-suisse-chief-economist-neal-soss\/ …<\/a> #trading<\/p>\n

\n\t– The Dow has gone 99 days without a 3-day losing streak, longest since 1927. Invitation for a “blow-off top”? http:\/\/on.barrons.com\/16P6fvT<\/a><\/p>\n

\n\t– NAB cuts #China GDP growth estimates to 7¾% in 2013 and 7½% in 2014 (both from 8%), but still requires improvement in activity coming months<\/p>\n

\n\t– Good point! Jefferies: Markets led by defensive sectors rarely fall as much as investors believe as positioning is already risk averse<\/p>\n

\n\t– All a mirage? CBA survey of businesses suggests Oz exporters really only start to feel benefits of a lower currency when below AUD\/USD 0.90<\/p>\n

\n\t– BA-ML's Saul Eslake points out the obvious: further weakening #AUD poses risk to Oz #inflation outlook. Sees US$0.96 by end 2013, down risks<\/p>\n

\n\t– Citi US economists predict pace QE purchases to step down from US$85bn to US$50-$60bn by September, with QE ending at the start of Q2 2014<\/p>\n

\n\t– Remarkable: JP Morgan economists note global #inflation now at lowest level since late 2009. Central bankers can remain loose, and will<\/p>\n

\n\t– Overnight: price action #commodities rather minimal, with negative bias. #USD weak. #China spot #ironore up by US60c to US$123.60\/tonne<\/p>\n

\n\t– China's copper imports declined in April to the lowest since June 2011 | http:\/\/bloom.bg\/14M58J7<\/a><\/p>\n

\n\t– Did you know? ASIC "accidentally" censored 1200 websites in Australia last year? http:\/\/bit.ly\/190qm9G<\/a><\/p>\n

\n\t– Macquarie sees more #ironore price weakness ahead, but also "counter-consensus buying opportunity" in the second half of the year #resources<\/p>\n

\n\t– UBS global strategists have selected 5 asset bubbles: 1. US Treasuries 2. credit 3. Asian real estate 4. some equity markets 5. Aussie banks<\/p>\n

\n\t– Overnight: #commodities mostly up as weaker #USD showed the way. US #equities took a breather. #China spot #ironore down US10c to US$123.00<\/p>\n

\n\t– Don't forget that the first 100 to register for the conference get to go to the David Novac Master Class, which… http:\/\/fb.me\/JKTkT1Hd<\/a><\/p>\n

\n\t– CLSA has downgraded Monadelphous (#MND) to Sell with price target of $14.60 on negative 2-year outlook for margins and for profits #equities<\/p>\n

\n\t– UBS cuts earnings forecasts for apparel #retailers across the board by 1-2%, but says short term issue only. Investors should buy for LT<\/p>\n

\n\t– BA-ML observes US economy has shown a lot more resilience than anticipated, but the full impact of the fiscal shock has not arrived yet<\/p>\n

\n\t– Citi spells it out: earnings at risk for all apparel #retailers and department stores. Likely downward pressure on share prices #equities<\/p>\n

\n\t– #China spot #ironore dropped 1.5%, US$1.90, to US$123.10\/t on Friday. Total loss for the week is US$6.50 or 5%<\/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\/61890"}],"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=61890"}],"version-history":[{"count":0,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/posts\/61890\/revisions"}],"wp:attachment":[{"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/media?parent=61890"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/categories?post=61890"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/tags?post=61890"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}