FYI | Dec 06 2013
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:
– Time to switch focus, report BA-ML strategists: prefer cyclical growth over reliability, cyclical yield over traditional yield #investing
– CBA delays tapering expectations, which causes weaker USD projections, which leads to higher price forecasts #commodities in 2014, 2015
– Citi notes European equities have delivered 145% returns since early-2009. Expects 20% more in 2014 as #equities remain the asset to own
– Overnight: still no oomph in #commodities complex. AUD/USD at 0.9060. #ironore price fell by a whole US20c or 0.1% to US$139.50 a tonne
– BAML sets end-2014 target for ASX200 at 5800. Offshore growth to outperform, yield stocks to underperform as Fed taper lingers #investing
– #ironore price up by US$1.50 or 1.1% to a fresh three-month high of US$139.70 a tonne #investing #commodities
– Trading Idea from Morgan Stanley: Boral shares anticipated to rise over next 60 days #investing
– Truly remarkable: Citi maintains view of negative returns for #commodities complex through to end-2014. That would be 3 years in a row!
– Remarkable: #metals remain in slump, crude oil has a slight bullish bias but #ironore! Up by US$1.40, 1.0%, to 3-month high of US$138.20/t
– UBS remains bullish global #equities on 12 months horizon, but observes near term risks are building #investing
– BA-ML: More than 60% of total historic catastrophe costs (for #insurers) in Australia have occurred in the Dec-Feb period #investing
– Deutsche Bank: For the second consecutive year, #commodities are set to be the worst performing asset class on an excess returns basis
– BA-ML: PBoC's job for monetary policy has been becoming increasingly challenging as a result of increasingly sophisticated financial market
– Macquarie: would be mistake to think Oz economy inevitably positioned for rapid growth acceleration or no need for further policy stimulus
– Fed December Taper makes swift comeback. US data good, equities momentum arrested. #Commodities hold ground. AUD at 0.9095. Non-farm Fri
– My analysis from last week: Supply Rules in #Commodity Markets – the Big Three are increasingly battling surplus http://bit.ly/1fXggvn
You can add my regular Tweets on Twitter via @filapek
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