Podcast: Why the Euro is near its low By Michael Knox 22 June 2018, 3:31 PM I discuss different kinds of demand for the US dollar: investment demand, precautionary demand and transactions demand. Read more...
Podcast: Fed says it is four rate hikes not three By Michael Knox 18 June 2018, 10:05 AM We have said previously there will be four rate hikes because growth was so strong, the Fed now thinks we were right. Read more...
Podcast: The Italian crisis and the Euro By Michael Knox 04 June 2018, 10:55 AM The political crisis in Italy has driven the Euro down to near long term support. We expect the Euro will begin to bottom out in coming weeks. Read more...
Podcast: The bull market in Brent and West Texas By Michael Knox 24 May 2018, 10:00 AM A short-term stock build could lead to a seasonal correction in the bull market for oil in August and September. Read more...
Podcast: The US dollar remains in a long-term bear market By Michael Knox 16 May 2018, 1:43 PM The US Dollar will drown under the weight of its own debt Read more...
Podcast: ASX 200 volatility and fair market value By Michael Knox 14 May 2018, 10:19 AM Volatility is falling as the ASX 200 rises toward a fair value of 6165 points. Read more...
Podcast: The Australian Budget emerges from Dog Days By Michael Knox 09 May 2018, 1:05 PM The budget combines good luck with good management Read more...
The European Central Bank and the Federal Reserve By Michael Knox 07 May 2018, 9:03 AM The European Central Bank concentrates on growth, while the Federal Reserve concentrates on inflation. Read more...
Podcast: The Chicago Fed Activity Indicator By Michael Knox 27 April 2018, 2:59 PM US growth is still strong and so are earnings Read more...
Podcast: Is Trump rational? By Michael Knox 23 April 2018, 1:36 PM Trump's program may be drawn from working class voters Read more...