Podcast: Per capita GDP recessions and other children's stories By Michael Knox 15 March 2019, 2:45 PM On the more reliable Trend measure, there was no per capita GDP recession in Australia last year; although there was one in 2008. Read more...
Podcast: The Aussie dollar is cheap By Michael Knox 22 February 2019, 11:14 AM The US dollar is overbought against both the Euro and the Aussie Dollar. US bonds are also overbought. Rising inflationary expectations will cause a sell off in the US dollar and in US Bonds. Read more...
Podcast: Update on Oil prices By Michael Knox 18 February 2019, 1:25 PM A decline in the stocks to consumption ratio for refined products puts upward pressure on the oil price. Read more...
2019 will be better than expected By Michael Knox 24 December 2018, 9:23 AM The world economy will continue to produce healthy growth in 2019 Read more...
Podcast: The Fed cuts the number of rate hikes By Michael Knox 24 December 2018, 9:13 AM A more modest outlook for US growth and US inflation has reduced the number of rate hikes the Fed needs to make. Read more...
Podcast: Inflation and what The Fed can do about it By Michael Knox 17 December 2018, 3:09 PM The Fed will need to slow the US economy and lift US unemployment from 3.7% now, up to around 4.6%, if it wants to stabilize US inflation in the long term. Read more...
Podcast: Why Iron Ore Is $US70 Per Tonne By Michael Knox 30 November 2018, 1:47 PM A declining stocks to consumption ration of iron ore in China will put upward pressure on the price. Read more...
Podcast: Why the ASX200 is worth 5920 points By Michael Knox 29 November 2018, 12:00 PM The equities market is moderately cheap and should rally from here. Still, continual Fed tightening is slowly squeezing fundamentals. Read more...
Podcast: Why the S&P500 can expect modest but solid gains By Michael Knox 23 November 2018, 2:09 PM Spectacular growth in earnings per share for the S&P500 are giving way to slower but solid growth. Read more...
Podcast: Oil Market Fundamentals Still Strong By Michael Knox 16 November 2018, 12:16 PM It is currency, not fundamentals, which have caused the oil price to correct. Read more...