Podcast: Trump and the Fed By Michael Knox 21 August 2019, 2:29 PM Trump has two reasons for saying the Fed should cut rates Read more...
Podcast: The US yield curve and the US recession By Michael Knox 16 August 2019, 4:05 PM The inversion of the US yield curve, is suggesting a soft landing for the US economy in 2021. Read more...
Podcast: The outlook for the USA, euro area, Japan and Australia By Michael Knox 14 August 2019, 1:45 PM In 2019 and 2020, Australia will still grow twice as fast as the euro area, twice as fast as Japan and faster than the USA. Read more...
Podcast: The Fed adopts an easing bias By Michael Knox 12 July 2019, 1:42 PM The data has changed since May, they say... Read more...
Podcast: Too early for the Fed to cut By Michael Knox 11 July 2019, 10:56 AM The Fed needs to slow the economy to a long term sustainable growth rate, before it can cut rates. Read more...
Podcast: How many more cuts for the RBA? By Michael Knox 05 July 2019, 12:19 PM The RBA still needs two more rate cuts in order to support household consumption and lift inflation towards the RBA target. Read more...
Podcast: OK, the US economy is slowing but will the Fed cut? By Michael Knox 28 June 2019, 11:33 AM We think the Fed will leave rates unchanged. Read more...
Podcast: After the RBA cuts rates to 75 basis points, what then? By Michael Knox 21 June 2019, 1:51 PM Rate cuts must be followed by structural reform Read more...
Podcast: Master of Ceremonies for RBA Governor Philip Lowe By Michael Knox 27 May 2019, 10:15 AM As MC of the RBA presentation I got to ask some questions up close. Read more...
Podcast: RBA rate cut postponed By Michael Knox 08 May 2019, 2:07 PM The RBA is in the same position as the Fed. Employment is strong but inflation is weak. The RBA thinks core inflation will rise. When it falls they will be forced to cut rates. Read more...