All posts by Michael Knox
Chief Economist and Director of Strategy
By Michael Knox
28 August 2019, 2:30 PM
We look at how further Trump tariffs affect the US and Chinese economies. We also look at US and Australian equities.
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By Michael Knox
21 August 2019, 2:29 PM
Trump has two reasons for saying the Fed should cut rates
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By Michael Knox
16 August 2019, 4:05 PM
The inversion of the US yield curve, is suggesting a soft landing for the US economy in 2021.
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By Michael Knox
14 August 2019, 1:45 PM
In 2019 and 2020, Australia will still grow twice as fast as the euro area, twice as fast as Japan and faster than the USA.
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By Michael Knox
06 August 2019, 4:38 PM
In recent days, world capital markets have been convulsed. It is widely said that this is the result of the aggressive trade negotiation that US President Donald Trump is having with China. In this piece, what I want to look at is first the effects of Trump's tariff proposals relative to the size of US GDP. I then want to look at the position of US financial markets, relative to their underlying fundamentals.
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By Michael Knox
12 July 2019, 1:42 PM
The data has changed since May, they say...
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By Michael Knox
11 July 2019, 10:56 AM
The Fed needs to slow the economy to a long term sustainable growth rate, before it can cut rates.
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By Michael Knox
05 July 2019, 12:19 PM
The RBA still needs two more rate cuts in order to support household consumption and lift inflation towards the RBA target.
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By Michael Knox
28 June 2019, 11:33 AM
We think the Fed will leave rates unchanged.
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By Michael Knox
21 June 2019, 1:51 PM
Rate cuts must be followed by structural reform
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