By Michael Knox
01 February 2024, 9:00 AM
Morgans Chief Economist Michael Knox says that Federal Reserve rate cuts later this year will be shaded by a major program of quantitative tightening.
Read more...
By Michael Knox
30 January 2024, 9:00 AM
Morgans Chief Economist Michael Knox walks us through his model for the US Economy using the Chicago National Activity Indicator, which explains 78% of YoY growth in US GDP.
Read more...
By Alexander Mees
24 January 2024, 8:00 AM
Morgans analysts preview the results for 150 stocks under coverage that report in February and call out likely surprise and disappoint candidates.
Read more...
By Alexander Mees
10 January 2024, 8:00 AM
The Australian Bureau of Statistics (ABS) has reported that seasonally adjusted retail sales were $36.5 billion in November 2023, the highest monthly sales number ever reported.
Read more...
By Richard Coles
08 January 2024, 8:00 AM
We update our Insurance/Diversified Financials sector earnings on a mark-to market and a broad review of our earnings assumptions.
Read more...
By Alexander Mees
19 December 2023, 8:00 AM
We have updated our earnings estimates and target prices for all the companies in our consumer discretionary universe following the trading updates provided during the recent AGM season and recent movements in FX rates.
Read more...
By Michael Knox
18 December 2023, 9:00 AM
The Summary of Economic Projections say that rates will fall until 2027.
Read more...
By Michael Knox
13 December 2023, 9:00 AM
Morgans Chief Economist Michael Knox's outlook for the world economy in 2024 is that growth will slow; inflation will fall; and money will flow into Stock Markets.
Read more...
By Nathan Lead
12 December 2023, 8:00 AM
We expect Aurizon Holdings (ASX:AZJ) to deliver strong EBITDA growth in FY24 and to a lesser extent FY25-26.
Read more...
By Nick Harris
12 December 2023, 8:00 AM
We review recent NBN and mobile pricing trends, update our forecasts for recent events including 5G spectrum auction, and highlight our move to a mildly underweight sector view on telecommunications.
Read more...