FYI | Dec 02 2011
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:
– ANZ forecasts one more Chinese RRR cut "possible" in December, followed by three more RRR cuts in H1 12; soft landing remains base scenario
– Investors have gone non-active, waiting on the sidelines, no hurry whatsoever – November Survey https://www.fnarena.com/index2.cfm?type=dsp_newsitem&n=EBEE76DF-9B61-9A6C-A9E4792D9ED7793D
– Chartists at UBS report short term cyclical low is now in place for US equities, they see continued rally into 2012, then reversal in Jan
– Citi presentation on European debt situation http://fb.me/131WjYrGp
– ANZ predicts official China PMI on Thursday will print below 50, first time since Feb 2009.ANZ believes China needs "outright policy easing"
– Oz Stockbrokers: Downgrade for GUD, Macquarie initiates AQG with Outperform, estimates and targets down for Qantas and for Rio Tinto
– Predicts NAB: AUD/USD will trade inside 0.95-1.03 range, largely dominated by European developments
– JP Morgan in London has closed all long positions in commodities, except for gold. Crude oil price forecasts have been cut for next 6 mts
– Gartman predicts: no longer a question "if" QE will become reality in Europe, but "when". Germans have "won" in short term, but won't last
– Warning from Dennis Gartman: S&P500 MUST hold at current levels or things will get a lot uglier very rapidly (fingers crossed anyone?)
– GDP growth in Q1 of 2012 may below 8 pct: consulting report http://sns.mx/fKe6y3
You can add my regular Tweets on Twitter via @filapek
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