{"id":61928,"date":"2013-05-31T11:24:32","date_gmt":"2013-05-31T01:24:32","guid":{"rendered":"http:\/\/www.fnarena.com\/index.php\/2013\/05\/31\/your-editor-on-twitter-139\/"},"modified":"2013-05-31T11:24:32","modified_gmt":"2013-05-31T01:24:32","slug":"your-editor-on-twitter-139","status":"publish","type":"post","link":"https:\/\/staging.fnarena.com\/index.php\/2013\/05\/31\/your-editor-on-twitter-139\/","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– Falling #gold price puts Oz Gold Miners under pressure, finds Citi<\/span>. BDR<\/span> and MML<\/span> seen as most likely equity raising candidates #equities<\/p>\n

\n\t– What the..? #China #ironore<\/span> price fell by US$1.30 or 1.2% to US$111.60 a tonne<\/span> – a fresh eight month low<\/p>\n

\n\t– Overnight #commodities price action mixed, #China import #ironore<\/span> negative standout with fall of US$4.90, 4.3%, to US$112.90, lowest 8 mnths<\/span><\/p>\n

\n\t– CBA<\/span> suggests #ironore<\/span> prices may be weaker in second half 2013, earlier than expected, and even as some Chinese mills restock #commodities<\/p>\n

\n\t– Barclays: “a 6 per cent decline in Aussie dollar has about same impact on growth as 100 basis point cut cash rate.” http:\/\/www.afr.com\/p\/markets\/market_wrap\/falls_below_us_GA5Q0PPDPaPYtQUglqKB4O<\/span> …<\/a><\/p>\n

\n\t– My view on what likely lies ahead for #resources stocks in the years ahead http:\/\/goo.gl\/jDCaZ<\/span><\/a> #commodities #equities<\/p>\n

\n\t– UBS points out continuously weakening AUD will have beneficial impact on divs<\/span> USD-reporting Oz energy stocks, incl<\/span> Woodside (#WPL<\/span>) #equities<\/p>\n

\n\t– BA-ML maintains: #gold is pausing, uptrend is not broken. Price forecasts lowered, but still higher prices anticipated in years ahead<\/p>\n

\n\t– Dow has now rallied for 20 consecutive Tuesdays. Longest streak since 1968's 24 Wednesdays sans interruption. 1927 saw 15 Tuesday rallies<\/p>\n

\n\t– #China import #ironore<\/span> Fines Fe62<\/span>% fell yet another US$3.10 to US$117.80\/tonne<\/span>, -2.56%. Fall of 12% in past week<\/p>\n

\n\t– #China import spot #ironore<\/span> continues to reveal weakness. Last traded price US$120.90\/tonne<\/span>, down US$2.30 or 1.87%<\/p>\n

\n\t– Citi<\/span> US strategists report "several indicators" suggest the next 6 months won't be as rewarding for investors as the past 6 months #equities<\/p>\n

\n\t– Citi<\/span> lifts ASX200<\/span> yr-end<\/span> target 5400 from 5200, to 5600 for mid-2014 as FY14<\/span> earnings supported by cost cutting, lower AUD, rates #equities<\/p>\n

\n\t– St George Bank: forecast AUD\/USD at 1.02 end 2013, 1.00 end 2014 on later stimulus pullback US Fed, rel<\/span> strength Oz econ<\/span>, stronger China 3\/3<\/p>\n

\n\t– St George Bank: believe the Fed will not seriously consider pulling back stimulus until later than currently anticipated by markets 2\/3<\/p>\n

\n\t– St George Bank: notion that Fed could start unwinding asset purchases within a few months is premature #investing 1\/3<\/p>\n

\n\t– BA-ML suggests "this time is different" and AUD will not recover swiftly from its sharp sell-off during the week past<\/p>\n

\n\t– Deutsche Bank suggests #China spot #ironore<\/span> prices could fall an additional USD10-15<\/span>\/t over the next two months on enhanced ore availability<\/p>\n

\n\t– Macquarie strategists stick to their guns: growth stocks starting offer better risk\/reward than yield stocks as #equities dynamics shifting<\/p>\n

\n\t– UBS downgrades #China’s GDP growth forecast to 7.7% from 8% 2013 and to 7.8% 2014 as structural reform remains in focus instead of stimulus<\/p>\n

\n\t– Citi believes Santos' (#STO) LNG schedule is going to surprise the market on timing and maybe costs. Stock is broker's Top Pick in sector<\/p>\n

\n\t– Citi now forecasts "lower AUD for longer" which implies RBA probably done with cutting rates due to risk of increase tradeables inflation<\/p>\n

\n\t– JP Morgan lowers global GDP estimates and lifts supply forecasts. Result (again) lower #commodity prices forecasts. AUDUSD estim 1.00 yr-end<\/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\/61928"}],"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=61928"}],"version-history":[{"count":0,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/posts\/61928\/revisions"}],"wp:attachment":[{"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/media?parent=61928"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/categories?post=61928"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/tags?post=61928"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}