Morgans AM: Thursday, 10 October 2024

Morgans Financial Limited

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The Final Flight of Captain Forrester

1
The Final Flight of Captain Forrester 4:38

för 8 dagar sedan4:38

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4:38

A woman’s search for her father—a pilot who disappeared during a mission in Vietnam—collides with the fight over what we owe those who never returned from war. From the producers of "America's Girls" and "Tom Brown's Body," and hosted by Texas Monthly writer Josh Alvarez, the show debuts April 2025. Texas Monthly Audio subscribers get early access to the show, plus bonus episodes and more subscriber-only audio. Visit texasmonthly.com/audio to learn more.…

för ungefär ett år sedan 6:14

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US equity markets built on the previous session’s solid gains, with the S&P 500 and Dow logging fresh record closing highs ahead of key inflation figures tonight AEST and third quarter earnings season moving into gear - Dow rallied +432-points or +1.03% to 42,512 . Honeywell International Inc +3.24% Boeing Co (down -3.41%) was the worst performing Dow component overnight after the aircraft manufacturer withdrew its contract offer to the striking International Association of Machinists, observing that "the union did not seriously consider our proposals," and instead made "non-negotiable demands" that the company could not meet. Meanwhile, S&P Global warned the strike was "increasing financial risk for the company," and estimated Boeing will have a US$10B cash outflow this year as a result. The ratings agency put its ratings on Boeing's debt on "CreditWatch with negative implications."

3335 episoder

#Business #Morgans Financial Limited #Michael Knox

Morgans Financial Limited

Morgans AM: Thursday, 10 October 2024

Morgans Financial Limited

18 subscribers

published för ungefär ett år sedan

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MP3•Episod hem

3335 episoder

#Business #Morgans Financial Limited #Michael Knox

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Morgans Financial Limited

1
Morgans AM - Wednesday, 23 April 2025 7:22

för 6 hours sedan7:22

7:22

US equity markets rebounded strongly, more than recouping the previous session’s sharp declines as investors digested a busy corporate earnings calendar and comments from Treasury Secretary Scott Bessent - Dow rose +1,017-points or +2.66%, with all 30 index components advancing. Nvidia Corp +2.04% after Amazon.com Inc (+3.50%) pushed back against reports that it was pulling back on building artificial-intelligence (AI) infrastructure. “This is routine capacity management, and there haven’t been any recent fundamental changes in our expansion plans,” wrote Kevin Miller, vice president of global data centres (DC) at Amazon Web Services (AWS), in a post on LinkedIn late Monday (21 April) in response to reports that the Cloud business delayed several new DC leases. Boeing Co rose +2.00% after the aerospace company agreed to sell portions of its Digital Aviation Solutions business to private-equity firm Thoma Bravo in a deal worth US$10.55B.…

Morgans Financial Limited

1
Morgans AM - Tuesday, 22 April 2025 7:27

för 1 day sedan7:27

7:27

US equity markets resumed trading following the Good Friday holiday with steep losses, with the so-called ‘Magnificent Seven’ cohort of large capitalisation technology stocks under particular pressure - Dow shed -972-points or -2.48%, extending its decline into a fourth consecutive session. UnitedHealth Group Inc (down -6.34%) was the worst performing Dow component overnight, extending the health insurer’s two-day decline to -27.3% - the stock’s worst two-day performance since 7 August, 1998 – after releasing its first quarter result last Thursday (17 April) and lowering its annual profit forecast on expectations of high medical costs for the rest of the year. Nvidia Corp lost -4.51% after Reuters reported that Huawei Technologies planned to begin mass shipments of an advanced artificial intelligence (AI) chip to customers in China as early as next month. Meanwhile, Chief Executive Officer (CEO) Jensen Huang met Japanese Prime Minister Shigeru Ishiba on Monday (21 April), following a meeting with Chinese leaders in Beijing last Thursday (17 April). Nike Inc (up +0.65%) was the only Dow component to advance overnight.…

Morgans Financial Limited

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Morgans AM - Thursday, 17 April 2025 8:50

för 6 dagar sedan8:50

8:50

US equity markets tumbled as investors digested news of U.S. restrictions on chip exports to China and Federal Reserve Chair Jerome Powell's latest assessment of the economy - Dow dropped -700 or -1.73% Nvidia Corp -6.87% after disclosing in a filing with the Securities and Exchange Commission (SEC) after the close of the previous session that sales of its H20 chips to China would require licenses from the Department of Commerce “for the indefinite future”. The chipmaker said it would record charges in its fiscal first quarter of up to US$5.5B for inventory and cancelled sales.…

Morgans Financial Limited

1
Morgans AM - Wednesday, 16 April 2025 5:58

för 7 dagar sedan5:58

5:58

US equity markets retreated in muted trading - Dow fell -156-points or -0.38% Boeing Co fell -2.36% and was the worst performer in the 30-stock index after a Bloomberg report said China ordered its airlines not to take any further deliveries of the company’s jets, marking the latest escalation in the trade war between Washington and Beijing.…

Morgans Financial Limited

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Morgans AM - Tuesday, 15 April 2025 6:22

för 8 dagar sedan6:22

6:22

US equity markets advanced after another choppy session following another flurry of tariff-related headlines, but settled well off their session highs - Dow rose +312-points or +0.78% to 40,524.79. Apple Inc rose +2.21%, paring an earlier gain of as much as +7.5% after the US administration that some consumer electronics and computer hardware would be exempt from the reciprocal 125% trade tariffs placed on China. Nvidia Corp (down -0.20%) said it would for the first time make artificial-intelligence (AI) supercomputers entirely in the United States. Nvidia said it expects to produce up to US$500B in AI infrastructure in the U.S. with its partners within the next four years.…

Morgans Financial Limited

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Morgans AM - Monday, 14 April 2025 13:00

för 9 dagar sedan13:00

13:00

US equity markets advanced as investors digested another busy slate of information including the latest developments in a trade war with China, earnings reports from major banks and economic data - Dow rose +619-points or +1.56%, with the 30-stock index trading in an 1,150 point range after swinging more than >2,000 points between its high and low for the day in each of the preceding four (4) trading sessions. Apple Inc (up +4.06%) was the leading Dow component on Friday (11 April) amid growing optimism the iPhone maker could win an exemption from the Trump administration’s tariffs. Nvidia Corp, which outsources manufacturing to Taiwan Semiconductor Manufacturing Company (TSMC) Ltd (up +3.94% on the New York Stock Exchange), gained +3.12% after the China Semiconductor Industry Association said chips made by U.S. firms with outsourced manufacturing operations would not be subject to tariffs on U.S. goods. Meta Platforms Inc (up +7.7%) and the Federal Trade Commission face off tonight AEST over antitrust allegations which could force the social media giant to unwind its acquisition of messaging platform WhatsApp and photo-sharing app Instagram. Chief Executive Officer (CEO) Mark Zuckerberg is expected to appear in the witness stand.…

Morgans Financial Limited

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Morgans AM - Friday, 11 April 2025 7:01

för 12 dagar sedan7:01

7:01

US equity markets retreated, handing back a portion of the huge gains logged in the previous session’s near record breaking rebound. Losses accelerated after the White House confirmed that the cumulative tariff rate on China would actually total 145% (consisting of the new 125% duty on goods, on top of the 20% rate levied in response to the fentanyl crisis), overshadowing cooler-than-expected inflation figures.…

Morgans Financial Limited

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Morgans AM - Thursday, 10 April 2025 6:11

för 13 dagar sedan6:11

6:11

US equity markets soared, arresting a four-session slide after President Trump’s decision to delay some of the tariffs announced last week for 90 days, effective immediately, unleashed a flood of buying - Dow rallied +2,963-points or +7.87% biggest percentage advance since March 2020. Nvidia Corp soared +18.72% to lead all 30 index components higher, while Apple Inc (+15.33%, logging its best daily performance since January 1998 and adding more than >US$400B in market capitalisation) and Boeing Co (+15.37%) both jumped over >15%.…

Morgans Financial Limited

1
Morgans AM - Wednesday, 9 April 2025 7:04

för 14 dagar sedan7:04

7:04

A late session slide erased earlier strong gains on US equity markets to cap another volatile session after Beijing vowed to "fight to the end" in response to President Trump's threat of imposing new 50% tariffs unless China rapidly removed its retaliatory measures - Dow settled -320-points or -0.84% lower, having been up as much as +1,461-points or +3.85% at its session peak – marking the biggest erased percentage gain since April 2020. Apple Inc (down -4.98%) extended its decline into a fourth straight session, with White House press secretary Karoline Leavitt saying that President Trump “absolutely” wants iPhones to be manufactured in the U.S. (the company currently assembles a large majority of its products in China). The Times of India reported that Apple transported five planes full of iPhones and other products from India to the US in just three-days during the final week of March to avoid a 10% reciprocal tariff that took effect on 5 April. Nike Inc (-4.21%) also fell over >4%. Nvidia Corp (fell -1.37%)…

Morgans Financial Limited

1
Why We Misunderstand Trumps Tariffs - Michael Knox (ABC Radio) 9:53

för 15 dagar sedan9:53

9:53

Michael Knox, Morgans Chief Economist discusses why Trumps moves make sense and how Albanese has been poorly briefed on the matter. Listen in to hear his insights

Morgans Financial Limited

1
Morgans AM - Tuesday, 8 April 2025 6:16

för 15 dagar sedan6:16

6:16

US equity markets mixed after another volatile as the sweeping Trump administration tariff measures continued to reverberate, with the president threatening even higher rates against China and the White House denying reports that they were considering a 90-day tariff pause on all countries except China - Dow fell -349-points or -0.91%, spiking as much as +2.3% during a brief morning session surge. The Dow swung more than >2,500 points between its intra-day low and high, its largest intra-day points swing on record and all within the opening hour of trading. Apple Inc fell -3.67% after declining -7.3% last Friday (4 April) and was the worst performing Dow component overnight. The iPhone maker, which assembles a large majority of its products in China, slumped -13.6% last week to see US$443.5B wiped off its market capitalisation, the largest weekly market cap decline on record, according to Dow Jones Market Data. Home Depot Inc (down -3.5%) and Travelers Companies Inc (-3.48%) both fell ~3.5%. Nvidia Corp (up +3.53%) was the leading performer in the 30-stock index.…

Morgans Financial Limited

1
Morgans AM - Monday, 7 April 2025 6:18

för 16 dagar sedan6:18

6:18

Friday (4 April) marked another brutal session for US equity markets as China responded in kind to the Trump administration’s tariff measures and further fanned recession fears - Dow dropped -2,231-points or -5.50% , with Boeing Co (down -9.49%) and 3M Co (-9.18%) both fell over >9% to lead all 30-index components lower with the exception of Nike Inc (up +3%). The latter was buoyed by a friendly social-media post from President Trump about Vietnam, a country Nike relies on heavily to manufacture their products. China’s finance ministry announced its own 34% tariff on all US imports, effective 10 April. The levy matches the 34% import duty the White House said it would impose on Chinese products slated to go into effect no later than 9 April. Beijing said Trump's tariffs were "inconsistent with international trade rules, seriously undermines China's legitimate rights and interests, and is a typical unilateral bullying practice." In addition to the tariffs, China imposed export bans on select rare earth materials and added two US drone manufacturers to its "unreliable entities" list, effectively restricting their access to Chinese components. It also expanded its “unreliable entity list” by 11 American companies and launched an anti-dumping investigation into imports of medical CT tubes from the U.S. and India.…

Morgans Financial Limited

1
Morgans AM - Friday, 4 April 2025 6:31

för 19 dagar sedan6:31

6:31

US markets tumbled overnight as fears around a potential recession pick up. The US markets appearing to be the biggest losers after the tariff announcement.

Morgans Financial Limited

1
Morgans AM - Thursday, 3 April 2025 5:55

för 20 dagar sedan5:55

5:55

The US stock market turned up late overnight, as investors await Trumps so called “Liberation Day” tariffs. However, since the announcement the markets have dropped in aftermarket trading, with the Dow futures down -1.8%, S&P500 futures down > -3%, and the Nasdaq futures down > -4%. So far Trump has promised a minimum 10% tariff on all countries, with larger tariffs on certain countries and industries. So far the major tariffs are 34% on China, 20% on the EU, 26% on India, and 10% on Australia and the UK.…

Morgans Financial Limited

1
Morgans AM - Wednesday, 2 April 2025 6:13

för 21 dagar sedan6:13

6:13

The US stock was mixed overnight. The Dow closed mostly flat, down -0.03% to 41,989 points. Nike was the top performer, up 2.02%. While pharma companies were all sold off, with the three worst performing stocks including Johnson & Johnson down -7.59%, Merck down -2.94%, and Amgen down -1.49%. Johnson & Johnson has just had a federal judge reject a $10b class action settlement over cancer claims relating to its baby powder.…

Morgans Financial Limited

1
Morgans AM - Tuesday, 1 April 2025 5:36

för 22 dagar sedan5:36

5:36

The US stock market was mixed overnight. The Dow closed up 1% to 42,001 points.

Morgans Financial Limited

1
Morgans AM - Monday 31 March 2025 6:07

för 23 dagar sedan6:07

6:07

The US stock market fell for the third day in a row on Friday – the 2nd worst day for US equities in 2025 due to tariffs expected this week and hotter than anticipated inflation numbers.

Morgans Financial Limited

1
Morgans AM - Friday, 28 March 2025 7:26

för 26 dagar sedan7:26

7:26

The US stock market fell for the second day in a row on Thursday after trading sideways for most of the session. Traders remained cautious ahead of Friday’s release of the Fed’s preferred inflation gauge. Dow fell -155-points to trade below 42,300 points. Shares of Goldman Sachs (-2.61%), 3M co (-2.78%) and NIVIDIA (-2.05%) each contributing to the decline, falling over >2.00%.…

Morgans Financial Limited

1
Michael Knox - The Federal Budget Fallout (ABC Radio) 5:27

för 27 dagar sedan5:27

5:27

In this insightful interview, Michael Knox, Chief Economist at Morgans, discusses Australia's growing debt and current account deficit, as outlined in the 2025 federal budget. With projections showing a significant increase in debt over the next few years, Michael explores the implications for future generations and whether the government's economic strategies are sustainable. He also reflects on historical warnings from former Prime Minister Paul Keating about the risk of becoming a "banana republic." Tune in for a deep dive into Australia's financial outlook and the challenges ahead.…

Morgans Financial Limited

1
Morgans AM - Thursday, 27 March 2025 6:59

för 27 dagar sedan6:59

6:59

All three major U.S. stock indices snapped a three-day winning streak as an imminent tariff announcement from President Trump derailed the recovery from a month-long selloff - Dow fell -132.71-points or 0.31% lower. Nvidia Corp fell -5.74% amid concerns about possible new restrictions on the chipmaker's sales in China. Regulators in China have been discouraging the country’s large technology companies from purchasing Nvidia’s H20 chip - specifically designed to satisfy U.S. sanctions on exports - as it breaches energy-efficiency rules, the Financial Times reported, citing people with knowledge of the matter. Boeing Co fell -2.1% after a federal judge ordered the airplane maker to go to trial in June in a criminal case related to two 737 MAX crashes in 2018 and 2019. The Wall Street Journal reported Monday (24 March) that Boeing sought to withdraw an earlier agreement to plead guilty in the case that blamed it for deceiving regulators before the crashes. The broader S&P500 shed -1.1% and the biggest decline in almost 2 weeks. Consumer staples rose +1.42%, leading five of the eleven primary sectors higher. Information technology was the worst hit -down -2.46% and sat at the foot of the primary sector leaderboard followed by Communication services- down 2.04%…

Morgans Financial Limited

1
Morgans AM - Wednesday, 26 March 2025 6:38

för 28 dagar sedan6:38

6:38

• US equity markets settled with modest gains, boosted by a late rally among large capitalisation technology names and shrugging off some weaker-than-expected consumer confidence data Dow inched +4-points higher. ‘Magnificent Seven’ members Amazon.com Inc (up +1.21%) and Apple Inc (+1.37%), investment banks Goldman Sachs Group Inc (+1.01%) and JPMorgan Chase & Co (+1.24%) and Walt Disney Co (+1.43%) all climbed over >1%. Merck & Co fell -4.81% after the company announced a US$2B commitment for Oral Lipid-Lowering Drug from Chinese Biotech Jiangsu Hengrui.…

Morgans Financial Limited

1
Morgans Business Breakfast - Maas Group (ASX:MGH) 18:15

för 28 dagar sedan18:15

18:15

Founded by Wes Maas with just one Bobcat and a tipper truck, the company has built a strong reputation and now operates across various segments, including Construction Materials, Civil Construction and Hire, Manufacturing and Equipment Sales, and Residential and Commercial Real Estate.

Morgans Financial Limited

1
Morgans AM - Tuesday, 25 March 2025 6:34

för 29 dagar sedan6:34

6:34

US equity markets kicked off the week with sharp gains, buoyed by news reports the Trump administration's plans for reciprocal tariffs will be more targeted than initially feared. Investors are also preparing for a busy week of data, including the Federal Reserve's preferred inflation gauge on Friday. The VIX fell to its lowest in more than a month.…

Morgans Financial Limited

1
Morgans AM - Monday, 24 March 2025 7:27

för 4 weeks sedan7:27

7:27

US equity markets settled with modest gains on Friday (21 March) following a late-session rally, erasing earlier losses after comments from U.S. President Trump provided hope that previously announced tariffs expected to begin in early April may not be as burdensome as feared - Dow edged +32-points or +0.08% higher, with Boeing Co rising +3.06% after the Trump administration awarded the plane maker a contract to build the U.S. Air Force's most sophisticated fighter jet (to be called the F-47), beating out rival Lockheed Martin Corp (down -5.79%). While financial details were not disclosed, The Wall Street Journal estimated that research, development, and acquisition costs could exceed >US$50B. Nike Inc fell -5.42% and was the worst performing Dow component after posting its fiscal third quarter result after the close of the previous session and projected a sharper decline in fourth-quarter revenue than analysts had anticipated.…

Morgans Financial Limited

1
Morgans AM - Friday, 21 March 2025 5:12

för 5 weeks sedan5:12

5:12

US equity market ticked lower on Thursday as uncertainty around the U.S. economy continued to weigh on equities, thwarting the market’s attempts at recovery from a monthlong rout. The Dow Jones closed around the flatline -11.31 points, or 0.03%, closing at 41,953.32. The S&P 500 lost -12.40 points or 0.22%, to close at 5,662.89. The Nasdaq Composite dipped -59.16 points or 0.33% to 17,691.63. The Small-cap Russell 2000 continued the trend losing -0.65%.…

Morgans Financial Limited

1
Morgans AM - Thursday, 20 March 2025 4:34

för 5 weeks sedan4:34

4:34

US equity markets rallied on Wednesday, with the S&P 500 clawing back more of the rout since late February that took the benchmark briefly into correction territory.

Morgans Financial Limited

1
Morgans AM - Wednesday, 19 March 2025 5:28

för 5 weeks sedan5:28

5:28

Morgans AM - Wednesday, 19 March 2025 by Morgans Financial

Morgans Financial Limited

1
Morgans AM - Tuesday, 18 March 2025 4:13

för 5 weeks sedan4:13

4:13

US equity markets rose on Monday, building on their comeback from a four-week rout on Wall Street after mixed economic data and ahead of talks between U.S. President Donald Trump and Russian President Vladimir Putin aimed at ending the Ukraine war.

Morgans Financial Limited

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Morgans AM - Monday, 17 March 2025 6:36

för 5 weeks sedan6:36

6:36

US equity markets rebounded strongly on Friday (14 March), with the S&P 500 and Nasdaq logging their best single session advance of 2025 to date - Dow rose +675-points or +1.66% Nvidia Corp (up +5.27%) was the leading performer in the 30-stock index ahead of the chipmaker’s off its weeklong GPU Technology Conference in San Jose, California kicking off tonight AEST, with a keynote address from Chief Executive Officer (CEO) Jensen Huang on Tuesday night AEST (18 March). American Express Co (+3.59%), investment banks Goldman Sach Group Inc (+3.17%) and JPMorgan Chase & Co (+3.22%) all climbed over >3%.…

Morgans Financial Limited

1
Morgans AM - Friday, 14 March 2025 6:40

för 6 weeks sedan6:40

6:40

US equity markets weaker on Wednesday, big tech continuing to hurt indices, with select Consumer names also being sold off. US PPI came in a touch below expectations, which followed a CPI print below expectations the day prior, but tariffs (and the threat of tariffs) were louder and seemed the focus of market moves. The Dow fell 537 points or -1.30%. Apple continued its negative trajectory, shares down another -3.36%, extending a string of recent losses on concerns over delayed Siri features and the impact of tariffs. The stock fell for the third-straight session after Apple on Friday reportedly pushed back the launch of certain Apple Intelligence features for Siri until 2026. The stock is -20% off its highs set in late December.…

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