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.
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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.
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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
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By Michael Knox
12 March 2020, 8:30 AM
Both the US and Australian governments and their Central banks will support growth through the year ahead.
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By Andrew Tang
06 March 2020, 12:00 AM
February results were slightly better than expected, particularly among large-cap leaders, which should give investors some comfort amidst the ongoing volatility. We believe investors will be rewarded for holding their nerve through current
uncertainty.
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By Michael Knox
05 March 2020, 11:06 AM
The economy of China is sick, but the stronger US economy will support world capital markets. Morgans Chief Economist, Michel Knox, discusses his perspective on the current macro situation with the Morgans network.
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By Michael Knox
17 February 2020, 9:50 AM
Individual tax cuts and rising real wages means more Americans are seeking work.
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By Michael Knox
05 February 2020, 11:58 AM
Where might it have come from; how fast is it growing; what are its effects on the Australian Economy?
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By Michael Knox
04 February 2020, 4:13 PM
In January I attended presentations by Robert Kaplan, President of the Dallas Fed, and Ben Bernake, former Chairman of the Fed. Kaplan outlined a stable short term view. Bernake discussed the long term...
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By Michael Knox
19 December 2019, 2:10 PM
Growth will be solid. The US dollar should weaken.
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