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...
Podcast: Full Time jobs growth for the year to March 2019 was 3.0% By Michael Knox 24 April 2019, 12:44 PM This is more than twice the average growth rate of full time employment since January 2008. Read more...
Why the Australian cash rate will not fall By Michael Knox 23 April 2019, 11:30 AM Rising export commodity prices will beat out falling house prices and make the economy stronger than expected. Read more...
Podcast: The strange case of the Australian dollar By Michael Knox 10 April 2019, 1:01 PM Usually when commodity prices go up, the Australian dollar goes up. Strangely, now that commodity prices have gone up, the Australian dollar has gone down. Read more...
Federal Budget 2019 By Michael Knox 04 April 2019, 11:00 AM While no one was looking, rising commodity prices were generating rising tax revenue. Read more...
The objectives of the Federal Reserve By Michael Knox 27 March 2019, 7:45 AM The Open Market Committee of the Federal Reserve now believes it has achieved its objective of a 2% inflation target and full employment. Read more...
Podcast: Why the Fed now has a Symmetric Inflation target By Michael Knox 20 March 2019, 2:41 PM Keeping rates stable as inflation rises provides support for the US economy to guard against a hard landing or actual recession. Read more...