All posts by Michael Knox
Chief Economist and Director of Strategy
By Michael Knox
20 September 2023, 12:00 PM
Morgans Chief Economist Michael Knox explains how the Saudis "'manage up'' the oil price.
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By Michael Knox
23 August 2023, 12:00 PM
Morgans Chief Economist Michael Knox says that big swings in the US budget deficit are driving big swings in commodities.
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By Michael Knox
18 August 2023, 8:30 AM
Morgans Chief Economist Michael Knox explains that faster than expected US growth is driving US bond yields higher.
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By Michael Knox
10 August 2023, 9:00 AM
Morgans Chief Economist Michael Knox says the IEA numbers suggest a tight market for oil.
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By Michael Knox
03 August 2023, 9:00 AM
Morgans Chief Economist Michael Knox thinks the RBA has paused rate hikes to allow time for Michelle Bullock to calmly take up the role of Governor from Philip Lowe.
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By Michael Knox
27 July 2023, 9:00 AM
Morgans Chief Economist Michael Knox says there are still more hikes to come following the FED rate hike of 25 points in July. Another 25-point hike is expected in September.
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By Michael Knox
19 July 2023, 9:00 AM
Morgans Chief Economist Michael Knox says people who hoped for a US soft landing should be careful what they wish for.
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By Michael Knox
13 July 2023, 9:00 AM
Morgans Chief Economist Michael Knox gives us a debrief from the Economics Society of Australia's business lunch; where the RBA governor Philip Lowe announced changes following the RBA review, which creates "A Federal Reserve With Australian Characteristics.”
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By Michael Knox
06 July 2023, 9:00 AM
Morgans Chief Economist Michael Knox says our oil price model, based on the International Energy Agency's (IEA) estimates, suggests an oil price of $US113 per barrel in Q2 2024.
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By Michael Knox
15 June 2023, 9:00 AM
The summary of economic projections for June suggests there will be two more rate hikes from the Federal Reserve. One in July and another in September. Morgans Chief Economist discusses when we may see a reduction in interest rates.
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