Economics and markets
30
March
2024
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min read
Australian Retail Sales: February 2024
Alexander Mees (AR: 001289080)
Head of Research
Understand February 2024's Australian retail sales and their implications for market trends and investments.
30
March
2024
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min read
Equity Sector Strategies: Autumn 2024
Tom Sartor (AR: 000306431)
Senior Analyst/Strategist
Morgans research analysts re-set their sector views, strategies and best ideas as dynamic forces continue to challenge markets.
30
March
2024
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min read
Investment Strategy 2024 Q2 Update
Andrew Tang (AR: 001007335)
Equity Strategist
Recent months have seen some mixed economic data but we are seeing clearer guidance from central banks.
30
March
2024
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min read
The FED Says 'No US Recession'
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
Morgans Chief Economist Michael Knox uses the Chicago Fed National Activity Indicator to model the US economy and explain why there is no incoming US Recession.
30
March
2024
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min read
Two-Part Paradox at the Federal Reserve
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
Following the Federal Reserve's latest two-day monetary policy meeting, Morgans Chief Economist Michael Knox says, "yes the FED rates will fall, but only so far."
19
March
2024
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min read
The Reserve Bank of Australia Stands on Stability
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
30
February
2023
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min read
Best Calls to Action: Wednesday, 22 February 2023
Andrew Tang (AR: 001007335)
Equity Strategist
Today, Wednesday the 22nd of February, we are happy to buy Coles Group (ASX:COL), SEEK Limited (ASX:SEK), HUB24 Ltd (ASX:HUB) Monash IVF Group (ASX:MVF), and Peter Warren (ASX:PWR).
30
March
2020
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min read
Why COVID-19 Isn't a GFC
Tom Sartor (AR: 000306431)
Senior Analyst/Strategist
Exploring the differences between the COVID-19 pandemic's economic impact and the Global Financial Crisis.
30
March
2020
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min read
Reporting Season Review - February 2020
Andrew Tang (AR: 001007335)
Equity Strategist
February results were slightly better than expected, particularly among large-cap leaders, which should give investors some comfort amidst the ongoing volatility.
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