All posts by Michael Knox
Chief Economist and Director of Strategy
By Michael Knox
24 September 2020, 9:16 AM
President Trump has an 89.6% chance of getting re-elected according to Chief Economist Michael Knox. Listen to the podcast to find out why.
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By Michael Knox
27 August 2020, 10:50 AM
It took enormous work by both Central Banks and Governments to stop the Pandemic turning into an extended financial crisis.
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By Michael Knox
20 August 2020, 11:45 AM
The sharp fall in initial jobless claims, record high retail sales and the stunningly high nowcast of US third quarter GDP all suggest that this crisis was a natural disaster not a recession.
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By Michael Knox
17 August 2020, 1:35 PM
Two researchers from the New York Fed have found the economic effect of the pandemic has had a similar impact as that of hurricane Katrina in August 2005.
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By Michael Knox
10 August 2020, 12:00 PM
The rise in the Euro Area Economic Sentiment Indicators suggests a strong Q3.
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By Michael Knox
03 August 2020, 4:05 PM
I explain the reason why I believe the government will outperform its own estimates for both 2020 and 2021.
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By Michael Knox
30 July 2020, 4:45 PM
What are the biggest drivers on the Aussie dollar over the next few years?
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By Michael Knox
23 July 2020, 12:05 PM
A rapid recovery in US advanced retail sales, suggests a more rapid recovery for the US economy.
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By Michael Knox
16 July 2020, 12:00 AM
In this piece, I discuss how just as in the previous business cycle, expansion in the US budget deficit should see a fall in the US dollar and a rise in commodity prices.
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By Michael Knox
08 July 2020, 3:50 PM
The Australian and US economies will recover rapidly, but the US equities market has moved too far ahead.
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