{"id":62038,"date":"2013-06-21T11:38:30","date_gmt":"2013-06-21T01:38:30","guid":{"rendered":"http:\/\/www.fnarena.com\/index.php\/2013\/06\/21\/your-editor-on-twitter-142\/"},"modified":"2013-06-21T11:38:30","modified_gmt":"2013-06-21T01:38:30","slug":"your-editor-on-twitter-142","status":"publish","type":"post","link":"https:\/\/staging.fnarena.com\/index.php\/2013\/06\/21\/your-editor-on-twitter-142\/","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– Never the first… Bell Potter's Charlie Aitken calls the end of the Commodities Super Cycle: "Dead. Buried. Gone" #commodities<\/p>\n

\n\t– ANZ: Commodity currencies now in a cyclical down move. ANZ is forecasting the AUD to be in the USD0.80s next year #commodities<\/p>\n

\n\t– BTIG: what matters is whether #stocks ultimately belong at higher levels and we believe they do. Things will look better on the other side<\/p>\n

\n\t– Hands up everyone who thought Newcrest (#NCM) looked like worthy of a punt when it sank below $20? Share price just fell under $10!<\/p>\n

\n\t– CIMB: most of near-term down-side risk from uncertainty monetary policy outlook now removed, markets can anchor themselves to fundamentals<\/p>\n

\n\t– Meanwhile in the background: the new trend… lifting GDP growth estimates for developed economies, but lowering those for emerging markets<\/p>\n

\n\t– Hands up everyone who predicted this rapid a demise for AUD? No-one? AUDUSD below 0.92 overnight. Spot #ironore up US60c to US$120.60\/tonne<\/p>\n

\n\t– Macquarie: believe recent interbank liquidity squeeze in #China could last till next month, would probably have negative impacts on growth<\/p>\n

\n\t– If this is a bull market, it's one that requires a lot of hard work, so much is certain "Australia Remains Hard Work" http:\/\/bit.ly\/16QqDKp<\/a><\/p>\n

\n\t– BBH: "It is becoming clear that #China is unlikely to deliver any significantly positive economic news over the near-term"<\/p>\n

\n\t– Well-informed Beijing sources confirm China interbank market is basically frozen, rates are quoted but no transactions taking place<\/p>\n

\n\t– Bottom Line: Today's HSBC manufacturing PMI suggest that the deceleration in #China's growth is intensifying. Says Danske Bank. No argument<\/p>\n

\n\t– I think main question about today's markets is: who is benefiting from the extreme volatility? Meanwhile, spot #ironore up US$2.30 to US$120<\/p>\n

\n\t– BA-ML #China strategist maintains hard landing for the Chinese economy is a higher risk this time compared to 2011 and 2012<\/p>\n

\n\t– ANZ Bank reiterates it sees an official interest rate reduction in #China to help support growth above 7%. Growth to rise towards 7.8% 2014<\/p>\n

\n\t– Just witnessed a very embarrassing live broadcast on Sky Business from Westpac offices in Sydney. Rowdy staff members not paying attention?<\/p>\n

\n\t– Citi predicts both Oil Search (#OSH), Santos (#STO) shall need extra capital raisings. Still value accretive for Santos, not for OSH #stocks<\/p>\n

\n\t– Deutsche Bank strategists remain "hopeful" earnings growth will materialise for Oz resources and cyclical industrials in 2014 #equities<\/p>\n

\n\t– JP Morgan analysts post China visit: credit risk concerns are justified. Expect this cloud to hang over the #China theme for some time<\/p>\n

\n\t– Storm in a cup of tea? ANZ predicts Bernanke to reinforce that any adjustment to the Fed fund rate remains a long way off, but tapering soon<\/p>\n

\n\t– BA-ML believes #miners in Australia will benefit from slowing economy. BHP, Rio screen well, Gindalbie and Yancoal screen least favourable<\/p>\n

\n\t– Citi strategists see short term challenges for US #equities, but positive view for 2014 and 2015 remains intact as US decouples from rest<\/p>\n

\n\t– Citi analysts report their model predicts 30% cumulative decline in #mining capex over 2013-15. Pricing is next shoe to drop #commodities<\/p>\n

\n\t– Analysts warn DuPont's profit warning is also a negative for Nufarm (#NUF) due to unseasonably cool wet weather in North America and Europe<\/p>\n

\n\t– Citi moves from bearish to neutral on #Resources (6-mnth view), but maintain structural negative view on sector with few potential catalysts<\/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\/62038"}],"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=62038"}],"version-history":[{"count":0,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/posts\/62038\/revisions"}],"wp:attachment":[{"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/media?parent=62038"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/categories?post=62038"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/tags?post=62038"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}