All posts by Michael Knox
Chief Economist and Director of Strategy
By Michael Knox
05 November 2019, 9:45 AM
Our recommendation this year is for an each-way bet on Finche. Remember our recommendation is for the best value bet rather than for the highest probability of winning.
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By Michael Knox
31 October 2019, 10:55 AM
US earnings are beginning to grow more rapidly.
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By Michael Knox
24 October 2019, 1:15 PM
China's growth is now driven by services not manufacturing.
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By Michael Knox
14 October 2019, 3:31 PM
Oil fundamentals are good. The problem is the $US has been rising.
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By Michael Knox
11 October 2019, 3:46 PM
Oil fundamentals are good. The problem is the $US has been rising.
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By Michael Knox
11 October 2019, 11:34 AM
The RBA needs to get unemployment down to 4.00%, before it can raise core inflation to 2.5%.
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By Michael Knox
10 October 2019, 5:50 PM
The Fed being wrong is about growth, especially in 2021. Next year, perhaps earlier, they will need to cut rates further.
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By Michael Knox
30 September 2019, 9:00 AM
The major effects of the trade war seem not to be on trade but on the currency and bond markets.
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By Michael Knox
18 September 2019, 2:55 PM
I discuss the likelihood of US intervention considering the latest attacks on Saudi oil refineries.
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By Michael Knox
16 September 2019, 11:25 AM
The distance between Yemen and eastern Saudi Arabia suggests that an attack by Yemeni rebels is implausible.
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