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المحتوى المقدم من Morgans Financial Limited and Morgans Financial. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Morgans Financial Limited and Morgans Financial أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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Mind The Business: Small Business Success Stories


1 Pushing Past Stagnation & Business Plateaus 30:21
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Hitting plateaus is a common milestone in business, but there’s a difference between stability and a rut. In the last installment of this season, we’ll dive into the ways small business owners push beyond plateaus and find new ways to achieve revenue growth. Jannese and Austin wrap up their time in Nashville, Tennessee with a wonderful visit to N.B. Goods to speak with owner Camille Alston . Camille details the times where she hit a wall with profits, the strategies she implemented to increase revenue, what worked, what didn’t, and the important lessons she learned in the process. You won’t want to miss this informative final chapter! Learn more about how QuickBooks can help you grow your business: QuickBooks.com See omnystudio.com/listener for privacy information.…
Morgans AM: Wednesday, 13 November 2024
Manage episode 449867816 series 1086780
المحتوى المقدم من Morgans Financial Limited and Morgans Financial. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Morgans Financial Limited and Morgans Financial أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Morgans AM: Wednesday, 13 November 2024 by Morgans Financial
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3333 حلقات
Manage episode 449867816 series 1086780
المحتوى المقدم من Morgans Financial Limited and Morgans Financial. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Morgans Financial Limited and Morgans Financial أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Morgans AM: Wednesday, 13 November 2024 by Morgans Financial
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×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.…
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.…
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.…
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.…
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.…
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%.…
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%)…

1 Why We Misunderstand Trumps Tariffs - Michael Knox (ABC Radio) 9:53
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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
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.…
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.…
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.
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.…
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.…
The US stock market was mixed overnight. The Dow closed up 1% to 42,001 points.
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.
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Morgans Financial Limited

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%.…
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Morgans Financial Limited

1 Michael Knox - The Federal Budget Fallout (ABC Radio) 5:27
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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.…
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Morgans Financial Limited

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%…
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Morgans Financial Limited

• 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.…
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Morgans Financial Limited

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

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.…
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Morgans Financial Limited

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.…
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Morgans Financial Limited

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%.…
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Morgans Financial Limited

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.
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Morgans Financial Limited

Morgans AM - Wednesday, 19 March 2025 by Morgans Financial
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Morgans Financial Limited

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.
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Morgans Financial Limited

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%.…
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Morgans Financial Limited

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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Morgans Financial Limited

US equity markets mixed on Wednesday, select beaten up tech names in the green, while large Consumer Staples continued to pull back, as US annual inflation rate fell to 2.8% in February, below forecasts of 2.9%. The core rate, which excludes volatile food and energy prices, was 3.1% versus expectations of 3.2%.…
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Morgans Financial Limited

US equity markets were again weaker on Tuesday, tariffs (both actual and threatened) making investors skittish. The Dow fell 478 points or -1.14%.
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Morgans Financial Limited

US equity markets were again weaker on Monday, investors worried that tariff policy uncertainty would tip the economy into a recession, something President Donald Trump did not rule out over the weekend in an interview. 'Risk-off' sentiment can definitely be seen in US market trading. The Dow fell 890 points or -2.08%, the 30-stock index dragged down by Nvidia, Goldman Sachs and Apple, down -5.07%, 5%, and 4.85% respectively.…
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Morgans Financial Limited

US equity markets advanced, recovering from steep losses earlier in the session following a lacklustre jobs report and after Federal Reserve Chair Jerome Powell said the economy remains in good shape. The Dow was up 222 points or 0.52%, the 30-stock index led by IBM (up 5.1%), and Verizon Communications (up 4.14%) leading the charge.…
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Morgans Financial Limited

U.S. equity markets were down overnight as the market digests Trumps whipsawing tariff decisions. The Dow was down -0.92% to 42,612 points. Nvidia was the main drag, falling -5.52% after CFO Colette Kress stated it would take some time for them to meet demand for their Blackwell chips.
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Morgans Financial Limited

US equity markets advanced following two session of heavy losses as investors eyed a near term reprieve for the automotive sector from President Trump’ tariff measures that may be a portent of further concessions - Dow rose +486-points or +1.14% Microsoft Corp (up +3.23%) and Caterpillar Inc (+3.59%) both rallied over >3% to be the leading performers in the 30-stock index.…
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Morgans Financial Limited

Morgans AM - Wednesday, 5 March 2025 by Morgans Financial
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Morgans Financial Limited

US equity markets fell sharply, unwinding opening gains as President Trump said that tariffs against Mexico and Canada will go ahead as planned tonight AEST (and also signed an action to impose an additional 10% duty on China, according to an administration official), while investors also digested signs of a fresh spike in inflation pressures - Dow dropped -650-points or -1.48%. Nvidia Corp fell 8.81% to US$114.22 to be the worst performer in the 30-stock index overnight, with the stock falling into official correction territory after settling more than >20% below its record all-time closing high of US$149.43 set on 6 January. There were reports that Nvidia and Broadcom Inc (-6.05%) are testing Intel Corp’s (-4.17%) chip manufacturing process. Separately, The Wall Street Journal reported on Sunday (2 March) that Chinese buyers were finding ways to buy Nvidia’s chips despite President Trump’s attempts to limit sales to Beijing. Elsewhere, Amazon.com Inc (down -3.42%), Caterpillar Inc (-3.46%) and Chevron Corp (-3.49%) all fell over >3%.…
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Morgans Financial Limited

Benchmark US equity indices settled with solid gains on Friday (28 February) on heavy volume to close out a dreary February on a brighter note, with investors digesting the latest inflation figures that pushed US Treasury yields to fresh multi-month lows - Dow rose +601-points or +1.39%, with 26 of 30 index components advancing.…
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Morgans Financial Limited

Wall Street trading got off to a negative start on Thursday following earnings from AI-darling Nvidia overnight and an update from Donald Trump regarding his proposed tariffs on a number of America's largest trading partners.
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Morgans Financial Limited

US equity markets were mixed again on Wednesday trading with The DOW falling 188 Points or -0.43% The broader S&P500 was virtually unchanged settling one point higher at 5,956 points.
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Morgans Financial Limited

US equity markets were mixed again on Tuesdays trading with The DOW up 159 Points or +0.37%. The broader S&P500 was negative losing 27 Points or 0.45% to settle at 5,955 points. And again, the Nasdaq was the worst performing index falling 260 points or -1.35% to 19,026 points. The Nasdaq’s loss today pushing it to a 4-day loss of around 5% the most since Sept 2024…
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Morgans Financial Limited

1 Morgans AM - Tuesday, 25 February 2025 10:58
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The S&P 500 and Nasdaq extended last week’s sharp declines, led by fresh falls for large capitalisation technology names - Dow edged +33-points or +0.55%, steadying after posting its worst weekly performance since the stretch ended 25 October last year last week (down -2.51%) and wiping out all its post presidential inauguration gains.…
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Morgans Financial Limited

US equity markets retreated heavily on Friday The DOW down 750 Points or -1.7% amid reports of increased volatility and a potential correction sited by Goldman Sacs as being related to some 2.7 Trillion in derivatives that are set to expire. Only the consumer staples sector was positive during the session up 1% whilst Consumer discretionary was the worst sector down 2.77%. The Energy, IT and Industrials sectors all falling 2% or more.…
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Morgans Financial Limited

Stocks declined on Thursday after two consecutive record highs for the S&P 500, as investors sold off popular stocks following Walmart’s cautious forecast, raising concerns about the broader economic outlook. It was red across the board with all four major US indices closing down.
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Morgans Financial Limited

US markets closed up slightly overnight, as investors looked beyond continued tariff threats by the Trump administration. The S&P 500 closed at yet another record high. Notably, the last two ‘record all time highs’ have been without the help of the Magnificent 7.
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Morgans Financial Limited

1 Morning Meeting - Wednesday, 19 February 2025 6:27
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US Equity markets: The S%P 500 set a fresh record high on Tuesday as stocks rallied into the close. Energy was the best performing sector, rising 1.9% whilst Consumer Discretionary pulled back 1%. At the close:
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