Video: World Recovery from Pandemic By Michael Knox 27 August 2020, 10:50 AM It took enormous work by both Central Banks and Governments to stop the Pandemic turning into an extended financial crisis. Read more...
Stunning recovery in the US third quarter GDP By Michael Knox 20 August 2020, 11:45 AM The sharp fall in initial jobless claims, record high retail sales and the stunningly high nowcast of US third quarter GDP all suggest that this crisis was a natural disaster not a recession. Read more...
Is the pandemic more like a natural disaster than the Great Recession? By Michael Knox 17 August 2020, 1:35 PM Two researchers from the New York Fed have found the economic effect of the pandemic has had a similar impact as that of hurricane Katrina in August 2005. Read more...
Recovery in the Euro Area By Michael Knox 10 August 2020, 12:00 PM The rise in the Euro Area Economic Sentiment Indicators suggests a strong Q3. Read more...
A statement of recovery By Michael Knox 03 August 2020, 4:05 PM I explain the reason why I believe the government will outperform its own estimates for both 2020 and 2021. Read more...
Aussie dollar heading to over 80 US cents By Michael Knox 30 July 2020, 4:45 PM What are the biggest drivers on the Aussie dollar over the next few years? Read more...
Podcast: US advance retail sales By Michael Knox 23 July 2020, 12:05 PM A rapid recovery in US advanced retail sales, suggests a more rapid recovery for the US economy. Read more...
The expansion of the US budget deficit and commodity prices By Michael Knox 16 July 2020, 12:00 AM In this piece, I discuss how just as in the previous business cycle, expansion in the US budget deficit should see a fall in the US dollar and a rise in commodity prices. Read more...
Podcast: Recovery from the pandemic By Michael Knox 08 July 2020, 3:50 PM The Australian and US economies will recover rapidly, but the US equities market has moved too far ahead. Read more...
Questions to the RBA By Michael Knox 01 July 2020, 2:50 PM I prepared four questions for the RBA Deputy Governor Guy Debelle, at an event hosted by the Economic Society of Australia (QLD) and Morgans on 30 June 2020. The Governor's answers surprised me. Read more...