Morgans Financial Limited Podcasts

Morgans AM: Friday, 29 September 2023 by Morgans FinancialΑπό τον Morgans Financial

US equity markets settled little changed after a volatile session once again headlined by rising oil prices and Treasury yields - Dow eased -69-points or -0.20%, having been up as much as +113-points earlier in the session. Caterpillar Inc (up +3.19%) and Chevron Corp (+3.24%) were the leading performers in the 30-stock index, both gaining over >3%…

US equity markets retreated amid a fresh rise in longer dated Treasury yields, and as investors digested the lates home sales and consumer confidence data - Dow fell -388-points or -1.14%, logging its largest one day point and percentage decline since 22 March. The 30 stock index also fell below its 200-day moving average, with the index last break…

This podcast is partnered with Morgans Financial Limited, Australia’s largest full-service stockbroking and wealth management network.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: …

The benchmark US equity indices logged their first advance in five sessions, rebounding from their lowest settlements since early June last Friday (22 September) and shaking off fresh multi-year highs for longer dated Treasury yields - Dow added +-43 points or +0.13%, underpinned by gains for Dow Inc (up +1.67%) and energy majors Chevron Corp (+1.4…

US equity markets logged modest declines, capping a week in which equities were dragged down by the effects of rising oil prices and growing expectations that interest rates will stay higher for longer - Dow fell -107-points or -0.31%, with Walgreens Boots Alliance (down -1.54%) and Walt Disney Co (-1.79) both falling over >1.5%.…

US equity markets fell sharply, with the S&P 500 and Nasdaq posting their lowest settlements since June as Treasury yields continued to climb in the wake of the hawkish pronouncements at the conclusion of Federal Reserve’s latest monetary policy meeting. Losses intensified following news that House Republican leaders sent the chamber into recess ov…

Morgans Senior Analyst Belinda Moore gives a reporting season wrap-up for the travel 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 Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU…

Morgans Research Analyst Liam Schofield wraps up this reporting season for the Industrials stocks under his coverage; Goodman Group (GMG), Wagners (WGN), MAAS Group (MGH), DGL Group (DGL), and Ventia Services (VNT).Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.fa…

Morgans Senior Analyst Nick Harris summarises the key takeaways, investment view changes and key picks following the completion of August 2023 reporting season for the Technology 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 Insta…

US equity markets retreated as investors digested the latest interest rate decision and monetary policy pronouncements from the Federal Reserve that saw short dated Treasury yields hit fresh 17-year highs - Dow eased -77-points or -0.22%. Intel Corp (down -4.54%) was the worst performing Dow component for a second straight session after the company…

Morgans Head of Research Alex Mees gives a reporting season wrap-up with the earnings of discretionary retailers generally exceeding our expectations during the FY23 reporting season, driving a positive inflexion in share prices. Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn F…

Morgans Chief economist Michael Knox explains how the Saudis "'manage up'' the oil price.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, logging their lowest close September to date as Treasury yields climbed ahead of the conclusion of the Federal Reserve’s two-day monetary policy meeting - Dow fell -107-points or -0.31%. Walt Disney Co fell -3.62% after announcing plans to nearly double its investment in its cruise and parks business.…

This podcast is partnered with Morgans Financial Limited, Australia’s largest full-service stockbroking and wealth management network.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: …

US equity markets eked out slight gains in volatile trade as investors eyed the latest advance in crude prices and looked ahead to a busy week of central bank meetings including interest-rate decisions from the Federal Reserve, Bank of England and Bank of Japan - Dow eked out a +6-points gain.Από τον Morgans Financial

US equity markets retreated on Friday (15 September), with technology stocks under pressure - Dow fell -289-points or -0.83%. Cisco Systems Inc (down -0.59%) announced another round of job cuts, with the networking company announcing that it will lay off 350 employees in Silicon Valley next month. Last year, Cisco announced it would slash ~5% of it…

US equity markets rallied as investors digested strong wholesale prices and retail sales data - Dow gained +332-points or +0.96%, booking its largest daily point and percentage gain since 7 August. The broader S&P500 rose +0.84%, with all of Real Estate (up +1.71%), Utilities (+1.17%), Materials (+1.40%), Energy (+1.26%) and Communication Services …

US equity markets edged higher and Treasury yields declined as investors digested the latest inflation figures - Dow eased -70-points or -0.20%, The broader S&P500 +0.12%, with Utilities (up +1.21%) and Consumer Discretionary (+0.90%) leading seven of the eleven primary sectors higher. Real Estate (down -1.03%) and Energy (-0.76%) sat at the foot o…

US equity markets declined and oil prices hit fresh 2023 highs ahead of the release of the latest monthly inflation figures tonight AEST - Dow dipped -18 points or -0.05%, The broader S&P500 eased -0.57%, with Information Technology (down -1.75%) and Communication Services (-1.06%) falling over >1% to lead eight of the eleven primary sectors lower.…

US equity markets advanced, with both the S&P500 and Nasdaq booking their biggest daily percentage gains since 29 August ahead of US inflation and retail sales figures later in the week - Dow up +87-points or +0.25%. Walt Disney Company rose +1.15% after CNBC reported that the media and entertainment giant has come to an agreement with cable giant …

US equity markets advanced on Friday (8 September) but settled off their session highs as investors eyed inflation data later this week - Dow up +76-points or +0.22%, Goldman Sachs Group Inc settled +1.11% higher on the news that the investment banking giant would cut underperformers as soon as October - a regular practice that it had paused in dur…

Technology stocks dragged US equity markets lower amid fresh concerns that interest rates could remain elevated for some time, and with investors eyeing the latest inflation data next week - Dow edged +58-points or +0.17% higher. Intel Corp rallied +3.24% to US$38.18, the chipmaker’s highest close since 28 July, 2022 and logging it ninth consecutiv…

Morgans AM: Thursday, 7 September 2023 by Morgans FinancialΑπό τον Morgans Financial

US equity markets resumed trading following the Labor Day long weekend, with value stocks under particular pressure as investors digested some disappointing manufacturing orders data - Dow fell -196-points or -0.6%, The broader S&P500 -0.42%, with Materials (down -1.81%), Industrials (-1.69%) and Utilities (-1.54%) all declining over >1.5% to lead …

US equity and bond markets were CLOSED overnight for the Labor Day holiday. In US economic data, Factory Orders for July are released tonight AEST.Από τον Morgans Financial

US equity markets closed out a strong week on firmer footing after many felt the latest jobs data afforded the Federal Reserve room to hold interest rates steady and put the economy on track for a ‘soft’ landing - Dow rose +116-points or +0.33%, trading more than >250-points higher earlier in the session. Intel Corp up +4.13% was the leading Dow co…

Morgans AM: Friday, 1 September 2023 by Morgans FinancialΑπό τον Morgans Financial

Morgans Senior Analyst Adrian Prendergast comments on this Reporting Season's result from Mineral Resources (ASX:MIN), who delivered a mixed P&L performance (underlying beat but it came with impairments), but impressed with its cash flow and dividend performance.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our …

US equity markets logged modest gains, advancing for a fourth consecutive session and further curtailing August’s losses as investors weighed signs of cooling in the labour market and revised data on economic growth in the second quarter - Dow edged +38-points or +0.11% higher, with Apple Inc gaining +1.92% a day after confirming 12 September as th…

Sub11’s Chris Titley joins Lisa Wade for an update on Digital X. Lisa talks about the progression since 2020 , the ups and the downs of the crypto market as well as how Digital X is unearthing and bullish on new forms of funds managementThis podcast is partnered with Morgans Financial Limited, Australia’s largest full-service stockbroking and wealt…

US equity markets and bonds rallied following data that showed signs of a cooling labour market that could further ease pressure on the Federal Reserve to raise interest rates - Dow up +293-points or +0.85%. The broader S&P500 rallied +1.45% to log its best day since June, with Communication Services (up +2.46%) and Consumer Discretionary (2.35%) r…

Morgans Head of Research Alexander Mees comments on the latest Retail/Consumer sector results for this August 2023 reporting season. Focusing on Lovisa (LOV) & Domino's Pizza (DMP).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: …

US equity markets advanced to kick off the final trading week of August, picking up from where they left off last Friday (25 August) following Federal Reserve Chair Jerome Powell’s speech at the Jackson Hole Economic Symposium. A number of analysts felt that the central bank chief had set a high bar for further interest rate hikes, whilst eyeing ke…

US equity markets advanced after searching for direction earlier in last Friday’s (25 August) session as investors awaited Federal Chair Jerome Powell’s address in Jackson Hole - Dow rose +247-points or +0.73%, having rallied over >300-points at its session peak. Boeing Co (up +2.81%) was the leading Dow component on Friday (25 August) after Bloomb…

Morgans Senior Analyst Scott Power comments on the latest Healthcare sector results for this August 2023 reporting season. Focusing on Sonic Healthcare (SHL) & Ramsay Health Care (RHC).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 Instagr…

Mitchell Services (ASX:MSV) is an ASX listed drilling services provider and is Australia’s most diverse drilling company.The Mitchell brand has successfully operated in the mining and resources sector for over half a century. It currently has 100+ surface and underground rigs, more than 700 experienced employees and a strong track record of perform…

US equity markets logged their biggest drop in three weeks, with losses accelerating into the close as rising Treasury yields and a stronger U.S. dollar weighed on the benchmark indices - Dow dropped -374-points or -1.08%, Boeing Co fell -4.93% after the company warned of potential delivery delays of its 737 MAX jets.…

US equity markets advanced as investors eyed the release of chipmaker Nvidia Corp’s latest quarterly result after the close and the beginning of the Jackson Hole Economic Symposium tonight AEST - Dow gained +184-points or +0.54%, Nike Inc (down -2.67%) fell for a tenth consecutive session, its longest slide on record. The broader S&P500 rose +1.10%…

Morgans Chief Economist Michael Knox says that big swings in the US budget deficit are driving big swings in commodities.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/M…

In this episode, we catch up with Andy Taylor from ASX Listed Douugh (DOU). Our previous episode was recorded in July 2020 when Douugh was a private company. Since then, the company has listed, refined, and is now focusing on the Australian market. Andy gives an update about the company as well as some of the newly launched features. This podcast i…

The Dow and S&P500 logged modest losses as a fresh ratings agency downgrade weighed on the financial sector - Dow fell -175-points or -0.51%. Nike Inc fell -1.36% to log its ninth consecutive session decline, with the latest decline coming following a disappointing quarterly update from Dick’s Sporting Goods.…

US equity markets advanced, led by technology stocks despite longer dated Treasury yields climbing to levels not seen in over a decade - Dow eased -37-points or -0.11%, paring an earlier slide of as much as -252-points. Johnson & Johnson (down -2.98%) and Nike Inc (-1.86%) were the worst performing Dow components overnight. The broader S&P500 rose …

Following their FY23 reporting, Aurizon (AZJ) CFO, George Lippiatt gives some key highlights of the business and key messages from the July 2023 Investor Day.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/Morga…

Morgans Senior Analyst, Nick Harris comments on TLS’s FY23 result and FY24 guidance, which were all largely in-line with expectations. 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:…

Morgans Research Analyst Alex Lu makes his comments on the reporting season results from Orora (ORA), PWR Holdings (PWH) & Endeavour Group (EDV).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.AustraliaO…

US equity markets little changed on Friday (18 August) as gains for more defensive sectors and Energy offset fresh weakness among megacap technology names - Dow edged +26-points or +0.07% higher, snapping a three-session losing streak. The broader S&P500 dipped -0.01%, with Communication Services (down -0.98%) leading five of the eleven primary sec…

Morgans Chief Economist Michael Knox explains that faster than expected US growth is driving US bond yields higher.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/Morgans…

US equity markets retreated, once again selling off late in the session as longer dated Treasury yields continued to climb - Dow fell -291-points or -0.84% to 34,474.83, closing below its 50-day moving average for the first time since 1 July. The broader S&P500 dropped -0.77%, with Consumer Discretionary (down -1.27%) and Consumer Staples (-1.01%) …

Morgans AM: Thursday, 17 August 2023 by Morgans FinancialΑπό τον Morgans Financial