By Michael Knox
16 March 2021, 1:50 PM
The Covid-19 rescue bill contains sweeping reforms to the US social safety net. The problem is how they pay for it.
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By Michael Knox
24 February 2021, 2:30 PM
The US deficit (almost the largest since WW2) will drive a boom in international trade in 2021 and 2022.
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By Josephine (Jo) Little
13 January 2021, 9:00 AM
Universal Store Holdings (ASX:UNI) has seen a very strong resurgence of demand/sales in the wake of COVID-19 as restrictions eased. We think the group can sustain a 15x+ multiple based on a superior growth profile with multiple levers and strong cash generation.
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By Tom Sartor
23 November 2020, 2:25 PM
The dominant global technology and consumer franchises are leveraging COVID inspired structural shifts and continue to lead the market recovery.
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By Andrew Tang
12 November 2020, 5:10 PM
We highlight opportunities to rebalance your portfolio – stocks you could potentially trim to provide a funding source for the re-opening trade.
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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.
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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.
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By Dr Derek Jellinek
13 October 2020, 4:45 PM
Morgans Senior Analyst, Dr. Derek Jellinek, provides a comprehensive update on the Covid-19 Vaccine. Additionally, Derek breaks down the key stakeholders within the race, and how they are currently positioned.
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By Michael Knox
27 August 2020, 10:50 AM
It took enormous work by both Central Banks and Governments to stop the Pandemic turning into an extended financial crisis.
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By Tom Sartor
24 August 2020, 11:55 AM
August has been a story of cyclical and consumer-facing stocks in particular in terms of 1) surprising overly fearful expectations, and/or; 2) being well supported by the market even if they didn’t. Whether this can continue when fiscal support scales down will be a key question as we exit August.
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