All posts by Michael Knox
Chief Economist and Director of Strategy
By Michael Knox
27 January 2022, 8:00 AM
The Fed is supporting the US economy first and fighting US inflation second; ASX 200 fair value is 7350.
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By Michael Knox
22 December 2021, 7:30 AM
Jay Powell takes the long handle to strike inflation.
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By Michael Knox
15 December 2021, 7:30 AM
We see the expansion of the US budget deficit which leads to the boom in Australian export prices and discover the best is yet to come.
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By Michael Knox
10 December 2021, 7:30 AM
Chinese steel production Olympic dive this year, rebound next year. Iron ore prices fell with steel production this year. Both will rise next year.
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By Michael Knox
26 November 2021, 7:30 AM
Brainard is brilliant, but Powell a better leader.
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By Michael Knox
18 November 2021, 7:30 AM
We look at the US credit market to find two indicators of stock market health.
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By Michael Knox
10 November 2021, 12:20 PM
We look at the RBA statement on monetary policy for November, where growth is strong but inflation is not.
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By Michael Knox
02 November 2021, 10:50 AM
Our recommendation this year is for an each-way bet on No.4 Verry Elleegant. Remember our recommendation is for the best value bet rather than for the highest probability of winning.
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By Michael Knox
26 October 2021, 12:00 PM
We think GDP fell 0.8% in Q3 2021 but will be up by 5% in the year to Q3 2022.
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By Michael Knox
18 October 2021, 12:00 PM
There is more to monetary policy than just increasing the cash rate. Chief Economist Michael Knox discusses how there are many more variable elements to consider when understanding monetary policy.
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