How the Job Keeper Allowance supports the Australian economy By Michael Knox 31 March 2020, 3:00 PM Chief Economist Michael Knox discusses how keeping workers employed now should enable a rapid recovery of the Australian Economy in the second half of calendar 2020 Read more...
Why the Fed can make $US 4 trillion dollars of new commercial loans By Michael Knox 31 March 2020, 10:30 AM Michael Knox, Morgans Chief Economist discusses how an extra USD 454 Billion of Treasury Reserve, dramatically expands the Fed lending ability. Read more...
Australia Strategy: COVID-19 sector impacts and strategies By Tom Sartor 27 March 2020, 12:25 PM Morgans research analysts reset their sector views, strategies and preferred picks in light of COVID-19 risks to the economy. Read more...
Podcast: Can the government spend our way out of trouble? 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...
Video & Podcast: RBA Aggressive Expansion 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...
Economic Strategy: The current collapse 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...
The Fed catches a falling S&P 500 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...
Podcast: The revenge of the machines By Michael Knox 13 March 2020, 12:40 PM The market is being sold down by machine trading programs focused on momentum. This fall will be brought to an end by a surge in Fed Liquidity. Read more...
Equity Strategy: Federal Government Stimulus By Tom Sartor 12 March 2020, 12:10 PM The Federal Government has today announced $17bn in fiscal stimulus targeted primarily at businesses and households. Our analysts give their first impressions on the impact across relevant sectors. Read more...
Why COVID-19 isn't a GFC By Tom Sartor 12 March 2020, 11:00 AM We draw on the views of leading economists to explain the most likely scenarios for the global economy from here Read more...