All posts by Michael Knox
Chief Economist and Director of Strategy
By Michael Knox
26 February 2024, 9:00 AM
Following the latest meeting of the Reserve Bank of Australia (RBA), Morgans Chief Economist Michael Knox explains that the RBA minutes don’t say rate cuts are a shoo in at all.
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By Michael Knox
15 February 2024, 9:00 AM
Morgans Chief Economist Michael Knox explains how the different dates of international financial years generate seasonal variation in the Australian and US stock markets.
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By Michael Knox
01 February 2024, 9:00 AM
Morgans Chief Economist Michael Knox says that Federal Reserve rate cuts later this year will be shaded by a major program of quantitative tightening.
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By Michael Knox
30 January 2024, 9:00 AM
Morgans Chief Economist Michael Knox walks us through his model for the US Economy using the Chicago National Activity Indicator, which explains 78% of YoY growth in US GDP.
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By Michael Knox
18 December 2023, 9:00 AM
The Summary of Economic Projections say that rates will fall until 2027.
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By Michael Knox
13 December 2023, 9:00 AM
Morgans Chief Economist Michael Knox's outlook for the world economy in 2024 is that growth will slow; inflation will fall; and money will flow into Stock Markets.
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By Michael Knox
01 December 2023, 9:00 AM
Morgans Chief Economist Michael Knox says that core Australian CPI numbers still suggests another RBA rate hike. However, we may not see rates rise until February 2024.
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By Michael Knox
23 November 2023, 9:00 AM
Morgans Chief Economist Michael Knox discusses the key drivers for the lack of a US recession in 2023 and explains why Joe Biden's economic policy isn't more popular.
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By Michael Knox
14 November 2023, 9:00 AM
Chief Economist Michael Knox comments on Australian monetary policy, following the latest interest rate hike by the RBA.
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By Michael Knox
07 November 2023, 8:00 AM
Our recommendation this year is for an each-way bet on horse no 6, Soulcombe. Remember our recommendation is for the best value bet rather than the highest probability of winning. Gamble responsibly.
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