13.10.26 Jack Stickley, Morgans

Podcast: ausbiz a.m · ausbiz

Opublikowano: 2026-10-12

The conversation discusses the current state of global and Australian markets, focusing on the impact of geopolitical events, energy prices, and upcoming earnings reports. Jack Stickley from Morgans provides insights into various sectors, including technology, banking, and resources, while highlighting the importance of consumer health and inflation. He discusses Glencore's debut on the ASX and previews this week's Morgan's Conference. Chapters 00:00 Global Market Overview02:58 US Earnings Season Insights06:11 Local Market Dynamics09:03 Sector-Specific Trends and Opportunities12:05 Looking Ahead: Market Outlook