By
26 March 2020, 12:00 AM
Morgans Senior Analyst Azib Khan discusses the crucial role banks will play as part of 'Team Australia'.
Read more...
By Michael Knox
24 March 2020, 1:20 PM
Morgans Chief Economist, Michael Knox, details the impact of current fiscal expansion in both Australia and the United States of America.
Read more...
By Terri Bradford
24 March 2020, 12:30 PM
The Government’s economic response is designed to support businesses in managing short-term cash flow challenges, provide support to individuals, severely affected communities and regions, and to ensure the continued flow of credit in the Australian economy.
Read more...
By Terri Bradford
23 March 2020, 10:00 AM
The Federal Government has announced that minimum pension payments for account-based pensions will be reduced by 50% for the 2019/20 and 2020/21 financial years.
Read more...
By Michael Knox
20 March 2020, 11:00 AM
The RBA has cut rates, started Quantitative Easing and begun funding a lending program to support bank lending to business.
Read more...
By Michael Knox
19 March 2020, 3:25 PM
The current collapse in equity markets is not because of a collapse in fundamentals. The physical infrastructure of the US economy, the Chinese economy and the Australian economy, are still the same.
Read more...
By
19 March 2020, 11:45 AM
The spread of COVID-19 is posing a significant threat to the earnings outlook of the banks. Consequently, there is now significant earnings uncertainty over our forecast period. We have downgraded our cash EPS forecasts and dividend forecasts for all four major banks as a result of forecasting lower net interest margins, lower credit growth and more pronounced deterioration in asset quality.
Read more...
By
19 March 2020, 11:30 AM
We recommend treading very carefully with the consumer discretionary space given it is at the pointy end of any economic fallout, has high fixed costs and this situation is changing daily.
Read more...
By Tom Sartor
17 March 2020, 3:00 PM
We offer context and a re-iteration of our strategy for investors during unprecedented volatility.
Read more...
By Michael Knox
17 March 2020, 1:00 PM
US Health Czar Dr Anthony Fauci tells us that July is the longest this emergency can last.
Read more...