Morgans Blog | Morgans

Are emerging economies about to boom?

29 November 2020, 10:44 AM

A falling US Dollar and cheap US rates should generate increased US dollar finance for trade in emerging economy exports.

Will oil break upwards?

By Michael Knox

25 November 2020, 11:30 AM

Michael Knox discusses how the falling US oil stock levels and a falling US dollar will help oil trade upwards over the next quarter.

RBA says no negative rates for Australia

By Michael Knox

12 November 2020, 10:35 AM

The RBA has now cut the cash rate to an all-time low. The cash rate can’t go any lower than zero because the RBA is against negative interest rates. They want to keep the three-year bond yields low. Rates will stay low for an extended period of three years or so.

US Political risk, stock market risk, commodity opportunity

By Michael Knox

11 November 2020, 10:55 AM

US Election still subject to recounts and court action, Equities blind to value risk, but big US Budget Deficit will drive US Dollar down and commodity prices up. Morgans Chief Economist, Michael Knox analyses what could possibly happen in the US economy, following the presidential election.

US Election: Cut through the noise

By Andrew Tang

05 November 2020, 11:04 AM

While we share the same concerns in the near term, we think equity markets will invariably look past the risks and focus on how the economy can heal. In this piece, I outline below our reasons for why we believe the market will eventually trend higher over the next 6-12 months.

Trump Vs Biden: Beware of left wing populists bearing gifts

By Michael Knox

30 October 2020, 4:00 PM

With the US presidential election taking place next week, Morgans Chief Economist Michael Knox explains how both Trump and Biden's programs aim to produce large stimulus however, the Biden program includes large business taxes and business regulations which could potentially damage employment, GDP, and living standards.

The effects on deficit: Trump vs Biden

By Michael Knox

22 October 2020, 11:45 AM

Trump cuts Tax, Biden lifts Tax: both add deficit stimulus. Morgans Chief Economist, Michael Knox details the implications on the US deficit by either potentially elected presidential candidate.