All posts by Michael Knox
Chief Economist and Director of Strategy
By Michael Knox
16 November 2018, 12:16 PM
It is currency, not fundamentals, which have caused the oil price to correct.
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By Michael Knox
14 November 2018, 1:59 PM
Low levels of unemployment that have not been seen since six months in 1968 and 1969 could be sustained right through 2019 and 2020.
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By Michael Knox
09 November 2018, 11:45 AM
US markets have a history of performing well after midterms.
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By Michael Knox
06 November 2018, 8:40 AM
Economists generally have enough sense to know that they know nothing about horse races. There are people who do.
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By Michael Knox
26 October 2018, 2:16 PM
Panic selling of US stocks and buying of US bonds have made US equities the cheapest since August 2013.
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By Michael Knox
19 October 2018, 10:38 AM
How understanding statistics teaches us about US politics and why stock markets are cheap
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By Michael Knox
12 October 2018, 10:47 AM
We are now in a bull market correction.
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By Michael Knox
04 October 2018, 3:15 PM
How Donald Trump out-bargained the Canadians, squeezed the Chinese out of Mexico and gave American auto workers what they wanted.
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By Michael Knox
01 October 2018, 11:10 AM
The Fed tells us that US growth this year will be higher at 3.1% but rates will still peak at 3.4% in 2020.
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By Michael Knox
27 September 2018, 1:30 PM
The past 15 months have seen the biggest rise in Chinese steel production since 2009. This lifts demand for Australian metallurgical coal and iron ore.
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