FYI | Jul 27 2012
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:
– RBC Capital's technical outlook for risk assets: 1-2 weeks of correction, then upswing until November, then downturn until mid-2014
– Interesting… Morgan Stanley now more positive on Woodside as capex cycle ends and with more options available such as higher dividends…
– It's simple, concludes Citi: Europe is making little progress and its negative growth will weigh on the rest of the world this year and next
– Barclays analysts report (some) Chinese authorities seem genuinely worried about jobs. More easing + investment to be expected
– Not on anyone's radar today, but it will be at some point in the future: dark clouds forming in France. Euro story has more chapters to go
– A truism of journalism is that long-range forecasters survive by counting on the short-term memories of the people who report on them
– Always good to question common assumptions (especially in finance) – this time the Oz housing shortage http://goo.gl/qYI7Y
– A Beauty: "In the depth of winter, I finally learned that within me there lay an invincible summer." Albert Camus, Summer (L’Été)
– UBS: investors could hardly be faulted for believing econ activity will remain lacklustre and political uncertainty will persist for longer
– Says Gartman: All we are certain off is that things are going badly for Europe. They are likely to get much worse. Spain worse than flagged
– Uh-oh: "We think that the Mining sector is undergoing a more lasting de-rating which goes beyond near-term macro drivers", say JPM analysts
– Predicts Barclays: PBoC will likely maintain prudent stance and continue measured easing. Growth recovery H2, but inflation picks up in 2013
You can add my regular Tweets on Twitter via @filapek
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