Podcast di Morgans Financial Limited

Morgans AM: Tuesday, 21 March 2023 by Morgans FinancialDi Morgans Financial

Following a volatile week in global banking, Morgans Equity Strategist Andrew Tang gives us three scenarios for how the troubles in the financial sector will evolve. Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.c…

On the 15th of March 2023, Morgans Financial was joined by Neil McDonald, Managing Director & Luke Titus, Technical Director of Gold Hydrogen who presented at the monthly Morgans Business Breakfast about their upcoming Natural Hydrogen project in South Australia.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our …

US equity markets retreated as concerns re-emerged around the stability of the banking sector - Dow fell -385-points or -1.19%, The broader S&P500 -1.10%, with Financials (down -3.29%) leading all eleven primary sectors lower on Friday 17 March). FedEx Corporation rallied +7.97% after the economic bellwether posted fiscal third quarter earnings aft…

US equity markets rallied as an agreement by a group of big banks to deposit US$30B with troubled lender First Republic Bank helped soothe fears of a rolling banking crisis - Dow gained +372-points or +1.2%, The broader S&P500 rose +1.80%, with Information Technology (up +2.82%) and Communication Services (+2.77%) rallying over >2.5% to lead nine o…

US equity markets retreated as concerns around a banking crisis spread to Europe - Dow fell -281-points or -0.87%, paring an earlier decline of as much as 725-points. The broader S&P500 lost -0.70%, with the Energy sector (down -5.42%) under fresh pressure and leading six of the eleven primary sectors lower. Materials (down -3.28), Financials (-2.9…

This audio comes from an interview with Michael Knox by ABC Radio presenter Steve Austin on the 8th March 2023.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU…

In this episode Chris speaks to Zeller CEO and co-founder Ben Pfisterer. Zeller offers a payment processing service aiming to simplify financial management for small to medium sized Australian businesses. This podcast is partnered with Morgans Financial Limited, Australia’s largest full-service stockbroking and wealth management network.Check out m…

US equity markets climbed and bonds retreated as some semblance of calm returned in the wake of the collapse of Silicon Valley Bank (SVB) late last week, and as investors parsed the latest monthly inflation figures - Dow gained +336-points or +1.06%, snapping a five session losing streak. The broader S&P500 +1.68%, with Communication Services (up +…

US equity markets weaker as the collapse of SVB Financial Group ‘s Silicon Valley Bank (SVB) continued to reverberate, and with investors eyeing tonight’s AEST inflation figures - Dow fell -91-points or -0.28%, extending declines into a fifth straight session but paring an earlier decline of ~284-points. Boeing Co added +0.15%, with the Wall Street…

US equity markets as regulators closed SVB Financial Group ‘s Silicon Valley Bank (SVB) and the Federal Deposit Insurance Corp took control on Friday (10 March), marking the largest demise of a U.S. bank since the 2008 financial crisis. The news somewhat overshadowed the latest monthly jobs report - Dow fell -345-points or -1.07%, its fourth straig…

Why the further rate hikes in the US and Australia are driven by budget deficits.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU…

US equity markets declined as investors turned their attention to tonight’s AEST latest official jobs figures - Dow fell -544-points or -1.66% to 32,255, closing below its 200-day moving average for the first time since 9 November last year The broader S&P500 -1.85%, Financials (down -4.17%) led all eleven primary sectors lower, with the sector pos…

Morgans Equity Strategists Andrew Tang and Tom Sartor review the February 2023 Reporting Season; it's key themes, winners, losers, and outlook for the rest of FY23. We think investors can take comfort from an overall resilient earnings outlook, and that the conservatism which has been built into market expectations since the pandemic appears to rem…

US equity markets settled modestly higher as markets digested further remarks from Federal Reserve chair Jerome Powell on the pace and duration of higher interest rate rises to fight inflation.- Dow eased -58-points or -0.18%, with Merck & Co Inc (down -2.68%) and Travelers Companies Inc (-1.44%) The broader S&P500 edged +0.14% higher, with Real Es…

China's recovery makes an Australian recession close to impossible.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU…

Morgans AM: Wednesday, 8 March 2023 by Morgans FinancialDi Morgans Financial

In the first episode of Bank to the Future 2.0 we talk to Dom Pym the co-founder of Up. Dom was also the first guest of the original Bank to the Future, back in July of 2020. Up banking is a digital bank created as a collaboration between software development company Ferocia and Bendigo & Adelaide Bank. Dom gives us an update as to where Up has gon…

US equity markets mixed, relinquishing earlier session gains as investors eyed a busy week on the economic calendar - Dow added +40-points or +0.12%, paring an earlier gain of as much as +181-points. Merck & Co Inc rallied +3.95% after the Food and Drug Administration (FDA) approved the addition of the intramuscular (IM) route of administration for…

US equity markets rallied, recording their biggest one-day gains in at least a month on Friday (3 March) after Treasury yields retreated from recent highs ahead of a week that sees the US labour market take centra stage - Dow gained +387-points or +1.17%, The broader S&P500 rose +1.61%, with Information Technology (up +2.14%), Consumer Discretionar…

US equity markets climbed despite economic data exacerbating concerns that interest rates are set to stay higher for longer than previously forecast - Dow gained +342-points or +1.05% to 33,003.57. Salesforce Inc jumped +11.50% after the cloud client relationship management software group comfortably exceeded fourth quarter earnings per share (EPS)…

A mixed start to March for US equity markets - Dow inched +5-points higher. 3M Co gained +2.29%, rebounding from a five month low after the maker of consumer, industrial and healthcare products said the U.S. Department of Defence’s records show that the “vast majority” of the 175,000 claimants in litigation over the company’s Combat Arms earplugs h…

Why the Saudis and the Emirates control the oil price from the second half of 2023.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU…

The benchmark US indices retreated to round out a tough month for equity markets - Dow fell -232-points or -0.71% to 32,656.70, settling at its lowest level of 2023 to date (and logging its lowest close since 9 November). Goldman Sachs Group Inc fell -3.80% after hosting their 2023 investor day, with Chief Executive David Solomon acknowledging mist…

US equity markets settled with modest gains after the benchmark indices recorded their worst weekly performance of 2023 last week - Dow added +72-points or +0.22%, The broader S&P500 gained +0.31%, with Consumer Discretionary (up +1.18%) and Industrials (+0.83%) leading seven of the eleven primary sectors higher overnight. More defensive sectors un…

US equity markets fell on Friday (24 February) to wrap up their worst weekly performance of 2023 as the latest economic data was seen cementing expectations the Federal Reserve will continue lifting its key interest rate above >5% in its effort to bring down inflation - Dow down -337-points or -1.02%, dropping over >500-points at its session lows o…

US equity markets advanced, with the S&P500 snapping a four session losing streak after a choppy session as investors continued to weight the path of Federal Reserve interest rate hikes - Dow up +109-points or +0.33%, Boeing Co fell over >2.5% in extended trading (after a +1.15% gain in the regular session) after the company and the Federal Aviatio…

Morgans Co-head of Research Alex Mees updates us following the results of DMP and LOV this February reporting season. DMP disappointed the market with 1H23 EBIT that fell 5% short of our forecast and 7% short of consensus. LOV reported NPAT 1% higher than our forecast. Sales growth was 45%, driven by store rollout and +12.5% LFL sales growth.Check …

Morgans Analyst Max Vickerson gives us an update following Origin's 1H result, which was well below expectations as a result of the very tight wholesale electricity market, increase in APLNG operating costs, and higher tax burden on cash distributions. Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.…

US equity markets modesty weaker as investors digested the minutes of the Federal Reserve’s most recent monetary policy meeting - Dow eased -85-points or -0.26%, The broader S&P500 slipped -0.16% to extend losses into a fourth straight session, with Real Estate (down -1.02%) and Energy (-0.77%) leading nine of the eleven primary sectors lower. Mate…

We think that a shallow US recession has already begun and will continue through the first two quarters of 2023.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU…

US equity markets resumed trading following the Presidents Day holiday and booked their worst single session declines since 15 December last year as a fresh rise in Treasury yields continued to pressure market sentiment - Dow fell -697-points or -2.06%, The broader S&P500 -2.00% to 3,997.34, falling for a third consecutive session and erasing all o…

US equity and bond markets were CLOSED overnight in observance of the Presidents Day holiday. On the geopolitical front, tensions between the US and China were ratcheted up as US Secretary of State Antony Blinken warned top Chinese diplomat Wang Yi of consequences should Beijing provide material support to Russia's invasion of Ukraine after the men…

Morgans Senior Analyst Chris Brown interviews Malcolm Norris of Sunstone Metals regarding the most recent results from the El Palmar Copper-Gold Project in Ecuador. Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.co…

US equity markets mostly weaker on Friday (17 February) as robust economic data and hawkish commentary from Federal Reserve officials continued to fan investor fears that the Federal Reserve will need to apply a brake to the US economy for longer than anticipated just last month - Dow rose +130-points or +0.39%, with biotechnology company Amgen Inc…

In an ABC Radio interview with Steve Austin, Morgans Chief Economist Michael Knox discusses the Australian economy, interest rate rises, and how the Fed and the RBA are trying to outwit the market.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/Morgans…

Senior Analyst Nick Harris updates us on Telstra's (ASX:TLS) 1H23 result which was broadly in line with expectations and full-year guidance was reiterated, albeit with consumers buying fewer new mobile phone handsets.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.…

US equity markets retreated amid fresh evidence of stubborn inflation, and following some hawkish commentary from Federal Reserve speakers - Dow fell -431-points or -1.3%, Microsoft Corp and Walt Disney Co contributed the most to the Dow’s decline, down -2.66% and -3.12% respectively. The broader S&P500 shed -1.4%, with Consumer Discretionary (down…

Senior Analyst Derek Jellinek gives an update on CSL Limited (ASX:CSL) and Cochlear (ASX:COH) following their recent reporting season results.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn T…

Senior Analyst Nathan Lead gives his comments on the solid result from Commonwealth Bank this reporting season. Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU…

US equity markets advanced as investors digested stronger-than-expected retail sales figures for January, the latest in a string of economic data that has fuelled investor bets that the Federal Reserve will have to raise interest rates further to curb inflation - Dow edged +39-points or +0.11%, rallying more than >250-points from its intrasession l…

US equity markets settled modestly weaker as investors parsed the latest inflation figures - Dow fell -157-points or -0.46%, Boeing Co (up +1.30%) The broader S&P500 dipped -0.03%, with Real Estate (down -1.04%) and Consumer Staples (-0.93%) leading seven of the eleven primary sectors lower. Consumer Discretionary (up +1.18%) sat atop the primary s…

US equity markets advanced as investors’ attention turned to tonight’s AEST January inflation figures - Dow rose +377-points or +1.11%, underpinned by solid gains for Microsoft Corp (up +3.12%), Nike Inc (+2.39%), Salesforce (+2.42%) and Intel Corp (+2.70%). The broader S&P500 climbed +1.14%, with Information Technology (up +1.77%), Consumer Discre…

US equity markets retreated on Friday (10 February) as investors digested mixed corporate earnings and eyed the latest inflation figures later this week - Dow rose +169-points or +0.50%, The broader S&P500 added +0.22%, with Energy (up +3.92%) leading eight of the eleven primary sectors higher. ConocoPhillips rallied +4.67% and ExxonMobil Corp +4.2…

Analyst Max Vickerson gives his comments on the disappointing result of AGL Energy this reporting season.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU…

US equity markets retreated, reversing earlier session gains - Dow fell -249-points or -0.73%, unwinding an earlier rally of over >300-points. Walt Disney Co fell -1.27% after the entertainment giant topped fiscal first-quarter expectations, and Chief Executive Bob Iger announced significant restructuring plans after the close of the previous sessi…

Morgans' Analyst Alex Lu gives us an update covering the Industrials Sector stocks under coverage for this coming Reporting Season.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twi…

Morgans Senior Analysts Nathan Lead, Richard Coles, and Scoot Murdoch present on each of their sub-sectors of financials heading into this reporting season. Including; Banks, insurance, and diversified financials. Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.fac…

US equity markets retreated as investors continued to ponder the latest observations from Federal Reserve Chair Jerome Powell delivered a day earlier, and comments from a parade of central bank officials overnight - Dow fell -208-points or -0.61%. Salesforce Inc rose ~0.8% in extending trading (after falling -0.96% in regular trading) following rep…

Morgans' Analyst Steven Sassine and Senior Analyst Nick Harris give us a rundown of the Technology Sector heading into this reporting season, as well as some key stock picks from the sector.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn In…