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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%, snapping a streak of 36 consecutive sessions...

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.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans. Australia On Twitter: twitter.com/MorgansAU

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 is partnered with Morgans Financial Limited, Austra...

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 +0.69%, with Information Technology (up +2...

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.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans. Australia On Twitter: twitter.com/Morgans...

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.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans. Australia On Twitter: twitter.com/MorgansAU

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.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans. Australia On Twitter: twitter.com/MorgansAU

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 sectors lower. Energy (up +0.94%) sat atop the pr...

Morgans Chief Economist Michal 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.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans. Australia On Twitter: twitter.com/MorgansAU

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%) leading ten of the eleven primary sectors lowe...

Morgans AM: Thursday, 17 August 2023 by Morgans Financial

Morgans Head of Research Alex Mees comments on JBH’s FY23 result, which showed again that it is a very strong retailer, with brand resilience and first class operational execution. FY23 NPAT was 6% higher than forecast due to more resilient sales and gross margins. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: ww...

US equity markets retreated to five week lows and longer term Treasury yields hit their highest levels since October last year as strong retail sales figures stirred concerns that US interest rates could remain higher for longer - Dow fell -361-points or -1.02%, snapping a three session winning streak. The broader S&P500 fell -1.16% to 4,437.86, sliding below its 50-day moving average for the...

Senior Analyst Nathan Lead comments on AZJ's FY23 EBITDA, which in aggregate was as expected, and FY24 EBITDA growth guidance had already been provided. The step-up in interest costs is a negative surprise for the market, as is the decline in dividend franking for income-oriented investors. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.c...

AGL Energy (ASX:AGL) reported a much stronger 2H23 but it is facing structurally higher costs and capital expenditure. For now higher tariffs are supporting higher earnings but we see headwinds returning in the medium term. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www...

US equity markets recovered from earlier session losses, buoyed by a rebound for some megacap technology names and with investors eying earnings reports from some major retailers and along with the latest retail sales figures that could shed some light on the health of the US consumer - Dow edged +26-points or +0.07% higher, The broader S&P500 rose +0.58%, with Information Technology (up +1.85...

Morgans Analyst Steven Sassine comment on REA Group's (ASX:REA) FY23 result, which was small beat vs Visible Alpha consensus. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans. Australia On Twitter: twitter.com/MorgansAU

The S&P500 and Nasdaq fell on Friday (11 August) and posted their second straight weekly losses, as hotter-than-expected U.S. producer prices data pushed Treasury yields higher and pressured rate-sensitive megacap growth stocks – Dow rose +105-points or +0.30%, with energy giant Chevron Corp (up +2.06%) and pharmaceutical major Merck & Co (+1.77%) The broader S&P500 slipped -0.11% to 4...

In this episode, we chat with Joseph Healy from Judo Bank. Our previous episode was recorded in August 2020. Since then, the company has been listed on the ASX and raised significantly more capital alongside enormous loan growth. Joseph talks about his vision of becoming a world-class SME bank, the challenges, the opportunities, and what makes him proud. This podcast is partnered with Morgans Fina...

US equity markets settled little changed, with all three benchmark indices relinquishing earlier gains of over >1% as investors balanced softer inflation figures against a weaker-than-expected 30-year bond auction - Dow eked out a +3-point gain to 35,126.12, paring an earlier rally of as much as +450-points. Walt Disney Co rallied +4.88% despite a mixed fiscal third quarter result released afte...

Morgans Research Analyst Max Vickerson interviews Dougal Elder of Sayona Mining (SYA). SYA is an emerging leader in the supply of lithium for North America's electrification. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans. Australia On Twitter: twi...

Morgans Senior Analyst Nathan Lead comments on the Commonwealth Bank (ASX:CBA)reporting season results, saying, while CBA delivered a mild beat of expectations for 2H23 (declining) earnings, the continuing asset quality strength and capital management initiatives (material uplift in dividend, new $1bn share buyback) were also noteworthy. Check out more from Morgans: Visit the Morgans website: www....

Morgans Senior Analyst Tom Sartor sits down with Adriatic Metals Managing Director and CEO Paul Cronin. Adriatic Metals is in the final phase of construction at its world-class Vares polymetallic project in Bosnia & Herzegovina, Central Europe. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/Mo...