Podcast: USMCA – The United States-Mexico-Canada Agreement By Michael Knox 04 October 2018, 3:15 PM How Donald Trump out-bargained the Canadians, squeezed the Chinese out of Mexico and gave American auto workers what they wanted. Read more...
Podcast: What the Fed changes and the Fed doesn't By Michael Knox 01 October 2018, 11:10 AM The Fed tells us that US growth this year will be higher at 3.1% but rates will still peak at 3.4% in 2020. Read more...
Podcast: Booming Chinese Steel Production By Michael Knox 27 September 2018, 1:30 PM The past 15 months have seen the biggest rise in Chinese steel production since 2009. This lifts demand for Australian metallurgical coal and iron ore. Read more...
Podcast: The European Central Bank is ending Quantitative Easing By Michael Knox 21 September 2018, 1:57 PM I discuss how an end to QE in December should put upward pressure on the Euro. Read more...
Podcast: Three Unbelievable Things By Michael Knox 14 September 2018, 2:46 PM By the beginning of 2020 the US dollar should be much lower, and the Oil price and US bond yields should be much, much higher. Read more...
Podcast: Why the people who caused the Financial Crisis never went to jail By Michael Knox 13 September 2018, 12:23 PM How both sides of US Congress supported a strategy which led to the Financial Crisis. Read more...
Podcast: Why oil prices will get stronger By Michael Knox 03 September 2018, 2:24 PM Strong growth in world demand for refined petroleum product will put upward pressure on oil prices. Read more...
Podcast: Why the S&P 500 is so strong By Michael Knox 30 August 2018, 10:51 AM We look at the improving path of US corporate earnings and its heady rise since 2016. Read more...
Podcast: The US dollar is far too high By Michael Knox 17 August 2018, 3:59 PM The Euro is extremely oversold and the Aussie dollar is moderately oversold. By year end we expect the Euro to go up followed by the Aussie. Read more...
Podcast: Trump vs China By Michael Knox 15 August 2018, 1:22 PM We believe that Trump has three major objectives in his trade dispute with China. The first has already been achieved. Read more...