FYI | Apr 02 2012
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:
– No, It Is Not Just The Chinese New Year http://www.zerohedge.com/node/445773
– DB Reseach: EFSF Limits; Weaker PMIs http://bit.ly/HppEUZ
– Interesting snippet: recent clients visit at Citi revealed a majority believes US econ "recovery" was due to mild weather (e.i. no recovery)
– CBA thinks Spain only one headline away from causing trouble. "EUR/USD should be sold into rallies above 1.3300" as Eurozone crisis not over
– Oz stockbrokers today: downgrades for Forge Group, Macquarie and Bank of QLD, brokers underwhelmed by Navitas, positive on Amcor's purchase
– NAB maintains RBA likely to cut in May "(if at all)" once we have Q1 CPI data and some more clarity on how the economy performed in Q1 2012
– Barclays analysts China trip review reads like a commodities profit warning, at least for the short term. Copper demand is weak, stocks high
– Debate: Chinese Hard Landing http://dlvr.it/1MqvXX
– Goldman Sachs' US economists expect subdued growth and further easing by the Fed in 2012, gold to reach US$1,840/toz
– Goldman Sachs cuts Medium Term sector rating for commodities to Neutral in anticipation of softening macro environment in Q2
– China Hasn’t Hit Bottom Yet: S&P’s Alec Young (regular guest on @BusinessChannel ) http://finance.yahoo.com/blogs/breakout/china-hasn-t-hit-bottom-yet-p-alec-160159828.html via @YahooFinance
– Has anyone else noticed: economic data are now surprising to the downside, including the US where weather impact is abating.Confidence holds
– Citi analysts in Europe anticipate strong growth prospects (it's a boom!) for services providers to oil/gas projects between now and 2016
-My personal take on gold, insurance and the current global central bank experiment http://bit.ly/GRBgy8
– Public discussion bonds vs equities in portfolios well behind the curve. Bonds are not looking attractive right now, discussion too late
– Oz share market likely to open the week lower as investors already anticipated positive session on Wall Street beforehand on Friday
– "Investing should be more like watching paint dry or watching grass grow. If you want excitement, go to Las Vegas." (Paul Samuelson)
– NAB anticipates AUD/USD will this week move inside 1.02-1.0550 range. Analysts would look to fade gains into the 1.0225-50 area initially
You can add my regular Tweets on Twitter via @filapek
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