Economics and markets

Examination of the federal budget's key components and their implications for the economy and public services.

FY17 reporting season kicks off in earnest mid-August and according to the latest IBES consensus earnings estimates, EPS growth for the S&P/ASX200 is forecast at 13% in FY17, slightly down from 13.6% at the end of 1H17.

Equity markets remain at the mercy of abnormal macro-economic conditions such as unconventional central bank interest rate settings and heightened political uncertainty.

Morgans research analysts re-set their sector views, strategies and best ideas as dynamic forces continue to challenge markets.

The Reserve Bank maintains the cash rate at 4.10%, analyzing the decision's impact on the economy and borrowers.

The US economy has remained resilient supported by robust job gains and consumer spending. The Fed’s aggressive rate hikes will slow the economy and lead to a slowdown into year-end.

Morgans research analysts re-set their sector views, strategies and best ideas as unfolding forces challenge investors.

A strategic look at asset allocation for Q3 2023, with insights to optimize your portfolio in a changing market.

The 2023-24 Budget largely follows those that have gone before, taking a small step toward balance sheet repair but generally favouring fiscal expansion.