{"id":61997,"date":"2013-06-14T10:27:37","date_gmt":"2013-06-14T00:27:37","guid":{"rendered":"http:\/\/www.fnarena.com\/index.php\/2013\/06\/14\/your-editor-on-twitter-141\/"},"modified":"2013-06-14T10:27:37","modified_gmt":"2013-06-14T00:27:37","slug":"your-editor-on-twitter-141","status":"publish","type":"post","link":"https:\/\/staging.fnarena.com\/index.php\/2013\/06\/14\/your-editor-on-twitter-141\/","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– Goldman Sachs points out Oz labour market weaker than headlines suggest; underutilisation rate at 12.9% now weakest post-GFC<\/p>\n

\n\t– Morgan Stanley suggests investors are ignoring the fact that Oz #retailers are executing better online strategies. Upgrades Myer Overweight<\/p>\n

\n\t– UBS says time to reconsider Oz banks as bubble has partially deflated. Shares still not cheap but likely to find support on multiple factors<\/p>\n

\n\t– JP Morgan analysts in UK: "Compelling value proposition has emerged – #RIO should be on the radars of value focused investors" #mining<\/p>\n

\n\t– Citi analysts state #gold's "bear market rally" has run its course. Global industry now awaits write-downs, very tough shareholder questions<\/p>\n

\n\t– Too early to start buying #BHP Billiton, says CS. Analysts see further slowdown #China until Beijing forced to act and support later in 2013<\/p>\n

\n\t– NAB analysts report overnight spike in AUD partially caused by Japanese bid for Rio Tinto's coal assets #commodities<\/p>\n

\n\t– Concludes ANZ Bank: see little chance that the current negative sentiment towards #commodities will change quickly<\/p>\n

\n\t– How low can #AUDUSD fall, asks Gain Capital. Technical support levels 0.9320, then 0.9145 (38.2% retracement from July 2011 high), then 0.90<\/p>\n

\n\t– Nomura analysts suggest market consensus to be disappointed by further slowing growth in #China; projects 7.3% GDP growth in H2 #commodities<\/p>\n

\n\t– Australian dollar is reversing its role, now taking most of the blows, providing support to #equities – this is why BHP is still around $33<\/p>\n

\n\t– The Hindenburg Omen – even Goldman Sachs is now talking about it (seeing negative bias equities for now) http:\/\/goo.gl\/0CG0u<\/a><\/p>\n

\n\t– Deutsche Bank: believe #ironore market looks very similar to conditions last year. Has advised clientele to go short, price can go sub-$100<\/p>\n

\n\t– BA-ML strategists believe global #yield trade to remain a market focus, maybe more so among cyclicals instead of simply high yielding stocks<\/p>\n

\n\t– That conclusion expressed today by stockbroker Moelis after yet another downgrade NRW Holdings (#NWH). "Value" in prolonged downtrend? 2\/2<\/p>\n

\n\t– Imagine: "following a 67% share price decline over the past year, we see identifying a prospective share price floor as a challenge" 1\/2<\/p>\n

\n\t– ANZ Bank cuts #China GDP forecasts to 7.6% this year and 7.8% next, blaming weak data this weekend. PBoC expected to cut rates soon!<\/p>\n

\n\t– Morgan Stanley believes forthcoming weakness #ironore price should be temporary. Anticipates opportunity for the patient investor #investing<\/p>\n

\n\t– Morgan Stanley analysts returning from #China trip: are we witnessing shift in steel sector's #ironore inventories? Suggests more weakness<\/p>\n

\n\t– ANZ on dismal #China data: China’s export sector looks grim on loosing competitiveness because of strong yuan, rising trade protectionism<\/p>\n

\n\t– World won't run out of raw materials: BHP http:\/\/bit.ly\/194H4Gv<\/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\/61997"}],"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=61997"}],"version-history":[{"count":0,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/posts\/61997\/revisions"}],"wp:attachment":[{"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/media?parent=61997"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/categories?post=61997"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/tags?post=61997"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}