FYI | Feb 28 2014
By Rudi Filapek-Vandyck, Editor FNArena
I 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, 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 financial markets myself.
While 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.
For those who have no intention to join Twitter, but would like to stay up to date, below are my Tweets from the week past:
– #ironore bull Morgan Stanley concedes: price might get worse first, before getting better, but no crash anticipated. H1 to average US$125/t
– Trading Tip from Morgan Stanley: post FY13 report, Whitehaven Coal (#WHC) shares will be higher in 15 days' time #investing #Commodities
– Overnight: US #equities up on dovish Yellen. #oil down. #gold down. Base #metals mixed (custom this week). #ironore up 20c to US$118.00/t
– Overnight: US #equities flat. #Oil higher. #Gold lower. Base #metals mixed. #ironore down 1.70 to US$117.80/t as liquidity worries resurface
– Concludes Danske Bank: weaker investment demand will continue to weigh on growth [in #China] #investing #commodities
– Morgan Stanley observes number of earnings upgrades Feb reporting season now above downgrades for FY14 – first time in 5 years #investing
– Macquarie analysis suggests slowdown #China property market more than seasonal. #steel, #metals demand growth to slow in 2014
– Glushkin Sheff's David Rosenberg: Chinese hard landing calls are a lot like Elvis; a lot of sightings, none confirmed #investing
– Overnight: #equities mildly lower. #oil lower. Base #metals mixed. #gold up US$4.70 to US$1,342.70/oz. #ironore down US80c to US$119.10/t
– Morgan Stanley suggests (some) investors are getting too excited about #gold. Rising real interest rates, bond yields and USD to weigh
– Macquarie predicts US #equities will outperform Emerging Markets for 2-3 more years, don't buy EM just because they look cheap! #investing
– Deutsche Bank strategists note the February reporting season in Australia is turning out the best in three years, with growth broad-based
– CLSA is confident Monadelphous (#MND) to win more contracts post Forge demise. Lifts rating to Buy with $19 price target #investing
– Overnight: #equities buoyant. #Oil higher. #Gold higher. Base #metals mixed to lower and #ironore down by US$2.50 to US$119.90/tonne
– DBS Securities argues Fed is closer to abandoning its taper program than it realizes as risks for US housing recovery continue to rise
– Dennis Gartman says S&P500 chart does not look like a top is in place. More like interim consolidation taking place. Stay long #equities
– Glushkin Sheff's David Rosenberg says we're in a global slowdown, but recession not on the cards. Stay long #equities #investing
You can add my regular Tweets on Twitter via @filapek
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