Morgans Blog | Morgans

Australia’s strong recovery from shutdown

26 October 2021, 12:00 PM

We think GDP fell 0.8% in Q3 2021 but will be up by 5% in the year to Q3 2022.

Misunderstanding monetary policy

18 October 2021, 12:00 PM

There is more to monetary policy than just increasing the cash rate. Chief Economist Michael Knox discusses how there are many more variable elements to consider when understanding monetary policy.

Why the ASX 200 is worth 7,180 points

By Michael Knox

15 October 2021, 8:00 AM

US corporate tax payments and US political uncertainty are generating a modest equity market correction that could continue in November. Michael Knox discusses his views with the Morgans network.

Biden’s oil and gas lease pause, adds $US 13.00 per barrel to West Texas intermediate grade

By Michael Knox

07 October 2021, 12:00 PM

Our Model of the US oil price is based on EIA oil stocks, and the pause announcement. The chance of the pause announcement having no impact on the oil price is 2 chances in 10,000. Michael Knox discusses with the Morgans network.

Australia Strategy: Equity sector strategies - Spring 2021

By Tom Sartor

01 October 2021, 9:00 AM

Morgans research analysts re-set their equity sector views, strategies and best stock ideas as the global economy eases pandemic restrictions.

GDP and jobs in the face of shutdown

By Michael Knox

30 September 2021, 9:00 AM

The Australian economy will accelerate out of this shutdown with very strong growth in 2022. Michael Knox discusses with the Morgans network.

Will Evergrande cause a global financial crisis?

By Michael Knox

24 September 2021, 8:30 AM

We think Chinese currency regulation is a firewall for the world against the Chinese domestic crisis. We also think iron ore prices should recover after February next year.