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...
Podcast: Next year US unemployment will fall to 3.4%, the lowest level since 1968 By Michael Knox 14 November 2018, 1:59 PM Low levels of unemployment that have not been seen since six months in 1968 and 1969 could be sustained right through 2019 and 2020. Read more...
Podcast: Getting past midterm elections is good for US equities By Michael Knox 09 November 2018, 11:45 AM US markets have a history of performing well after midterms. Read more...
Melbourne Cup Strategy 2018 By Michael Knox 06 November 2018, 8:40 AM Economists generally have enough sense to know that they know nothing about horse races. There are people who do. Read more...
Podcast: The Panic Into Quality By Michael Knox 26 October 2018, 2:16 PM Panic selling of US stocks and buying of US bonds have made US equities the cheapest since August 2013. Read more...