All posts by Michael Knox
Chief Economist and Director of Strategy
By Michael Knox
12 March 2020, 8:30 AM
Both the US and Australian governments and their Central banks will support growth through the year ahead.
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By Michael Knox
05 March 2020, 11:06 AM
The economy of China is sick, but the stronger US economy will support world capital markets. Morgans Chief Economist, Michel Knox, discusses his perspective on the current macro situation with the Morgans network.
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By Michael Knox
17 February 2020, 9:50 AM
Individual tax cuts and rising real wages means more Americans are seeking work.
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By Michael Knox
05 February 2020, 11:58 AM
Where might it have come from; how fast is it growing; what are its effects on the Australian Economy?
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By Michael Knox
04 February 2020, 4:13 PM
In January I attended presentations by Robert Kaplan, President of the Dallas Fed, and Ben Bernake, former Chairman of the Fed. Kaplan outlined a stable short term view. Bernake discussed the long term...
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By Michael Knox
19 December 2019, 2:10 PM
Growth will be solid. The US dollar should weaken.
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By Michael Knox
13 December 2019, 4:28 PM
An armistice in the US China trade war has allowed an easing US dollar and a rise in oil prices.
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By Michael Knox
13 December 2019, 10:24 AM
What the RBA has told us about the conditions which will lead it to begin quantitative easing.
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By Michael Knox
20 November 2019, 10:01 AM
It can be observed that changes in the structure of the US economy have changed the structure of US earnings.
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By Michael Knox
15 November 2019, 11:20 AM
We think the RBA will begin to refinance part of the stock of Commonwealth debt as it rolls over, to lift Australian inflation to its 2-3% target.
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