{"id":62113,"date":"2013-07-05T10:35:54","date_gmt":"2013-07-05T00:35:54","guid":{"rendered":"http:\/\/www.fnarena.com\/index.php\/2013\/07\/05\/your-editor-on-twitter-144\/"},"modified":"2013-07-05T10:35:54","modified_gmt":"2013-07-05T00:35:54","slug":"your-editor-on-twitter-144","status":"publish","type":"post","link":"https:\/\/staging.fnarena.com\/index.php\/2013\/07\/05\/your-editor-on-twitter-144\/","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– Overnight commodity prices generally lower, though in mild fashion. Noticeable: #China spot #ironore up by US$1.50 to US$122 tonne<\/p>\n

\n\t– BA-ML: unless #gold surges to US$1500\/oz, and quickly, gold miners will generate more bad news; cost cutting, debt defaults, no divs, etc<\/p>\n

\n\t– Both funny and accurate: BTIG strategist Dan Greenhaus advises his clientele to "trade like an Egyptian" #equities<\/p>\n

\n\t– Reminder that the #xjo has closed +\/-1.40% in 6 of the last 9 trading sessions. Looks like we're going for 7 from 10. Now off -1.34% #ausbiz<\/p>\n

\n\t– Here's something not yet on (most) investors' radar: Cochlear (#COH) hedged AUDUSD at parity and stands to incur large losses in FY14<\/p>\n

\n\t– Citi believes #China Q2 GDP growth might print 7.5% (7.7% in Q1). Government may continue to refrain from rolling out stimulus measures<\/p>\n

\n\t– Goldman Sachs argues resources stocks are finding a bottom. Believes #BHP, #ILU and #RRL screen well in Australia #commodities #equities<\/p>\n

\n\t– Morgan Stanley: growing oversupply and excess capacity makes us cautious across the whole [#commodities] sector at this point in the cycle<\/p>\n

\n\t– Deutsche Bank warns consensus too positive on minerals exploration sector in years ahead; downgrades ALS (#ALQ) to Sell #equities<\/p>\n

\n\t– Macquarie predicts Monadelphous (#MND) profits likely to fall by 17% in FY14, but share price correction too steep. Target $17. Neutral<\/p>\n

\n\t– Macquarie believes Equity Risk Premium in Australia is 1 standard deviation cheap moving into reporting season (in August) #equities<\/p>\n

\n\t– Following another profit warning from #BLY, CIMB states: limited scope for catalysts to unlock value, conditions remain difficult into CY14<\/p>\n

\n\t– JP Morgan's Global Manuf PMI unchanged at 50.6 in June, suggests little change in underlying fundamentals, modest growth to remain in place<\/p>\n

\n\t– JP Morgan issues first Overweight call for #Commodity Indices to investors since September 2010, but warns metals could still see weakness<\/p>\n

\n\t– NAB analysts forecast #gold to end the calendar year at around US$1,210 an ounce. That's pretty much unchanged from where it is<\/p>\n

\n\t– HSBC\/Markit release #China PMI offers sobering read. Output down (1st time in 8 mths), jobs shedding, clients ordering less… 48.2 in June<\/p>\n

\n\t– UBS: cautiously positive on #mining sector; cost cutting and AUD to underpin 2013 earnings. Focus cost cutting, re-balancing next #resources<\/p>\n

\n\t– Says Macquarie: You don’t have to be a conspiracy theorist to think the timing of the election could influence the timing of RBA rate cuts<\/p>\n

\n\t– Will parallel correlation between AUD and Oz #equities remain in place? For how long? AUDUSD at 91.50 on Monday morning<\/p>\n

\n\t– Macquarie observes traditional positive correlation between rising bond yields and #resources stocks has reversed in past 5 years, outlook?<\/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\/62113"}],"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=62113"}],"version-history":[{"count":0,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/posts\/62113\/revisions"}],"wp:attachment":[{"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/media?parent=62113"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/categories?post=62113"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/staging.fnarena.com\/index.php\/wp-json\/wp\/v2\/tags?post=62113"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}