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...
Why the Australian economy is better than GDP suggests By Michael Knox 20 June 2019, 3:20 PM The economy is much better than the GDP suggests, but there is much to be done 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...
The economics of the Federal election result By Michael Knox 20 May 2019, 12:00 PM Labor policy of taxing capital to subsidise consumption would have resulted in permanently lower growth. 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...
Podcast: Room for the RBA to cut By Michael Knox 01 May 2019, 1:18 PM The RBA is persistently underachieving its inflation target. It is now time to act. Read more...