By Michael Knox
20 April 2022, 9:00 AM
Chief Economist, Michael Knox shows how to examine the US yield curve to find out when recession is near.
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19 April 2022, 10:00 AM
Bank of Queensland (ASX:BOQ) has reported 1H22 cash earnings of $268m, 8% better than we expected. The beat was driven by credit loss provision releases and one-off revenue gains through non-interest income. An interim dividend of 22cps (ff) has been declared.
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By Nathan Lead
19 April 2022, 9:30 AM
We review Transurban Group's (ASX:TCL) 3Q22 traffic data and take the opportunity to factor in TCL’s detailed long-term forecasts for its 95 Express Lanes and update our WCX debt modelling for the asset’s recent debt issue and capital release.
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By Max Vickerson
19 April 2022, 9:00 AM
Allkem's (ASX:AKE) 3Q sales at Mt Cattlin were softer than we’d hoped with delayed shipments from the December quarter having less impact than expected.
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14 April 2022, 9:00 AM
IGO has increased its all-cash offer for WSA to A$3.87/share (from A$3.36) reflecting the positive impact of recent nickel price volatility on Western Areas' (ASX:WSA) near-term cash flow and asset values.
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By Alexander Mees
14 April 2022, 8:30 AM
We have updated our model for Domino's Pizza (ASX:DMP) to take account of recent inflationary pressures and a more cautious view on near-term sales growth in Japan.
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By Michael Knox
13 April 2022, 9:00 AM
The Fed intends to Sell $US720 billion of Treasury bonds and $US420 billion of Mortgage-backed securities per year, to force up US long-term yields and slow the US Economy.
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By Belinda Moore
13 April 2022, 8:30 AM
Two months after issuing its FY22 guidance in early February, GrainCorp (ASX:GNC) has upgraded guidance which was again materially ahead of consensus expectations.
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By Steven Sassine
07 April 2022, 8:30 AM
Aust Securities Exchange (ASX:ASX) released its monthly trading activity report for March 2022.
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By Michael Knox
06 April 2022, 9:00 AM
Chief Economist Michael Knox believes that US budget deficits have driven the Australian commodities boom.
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