All posts by Michael Knox
Chief Economist and Director of Strategy
By Michael Knox
20 December 2017, 2:36 PM
The Fed believes that it can have 3.9% unemployment in 2018 and 2019. We think an inflation surge will result.
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By Michael Knox
14 December 2017, 9:59 AM
I discuss the slow decline in Australian unemployment and that it may be 2019 before wages growth makes the RBA hike rates.
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By Michael Knox
22 November 2017, 12:32 PM
I discuss why a falling US dollar will lead to a new bull market in oil.
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By Michael Knox
15 November 2017, 2:08 PM
I discuss the data on inversion on the US yield curve ahead of the last four US recessions.
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By Michael Knox
07 November 2017, 9:22 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
02 November 2017, 1:30 PM
I take a look at current dollar GDP, as opposed to real GDP
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By Michael Knox
24 October 2017, 10:26 AM
The average US online retail job pays more than twice the average US department store job
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By Michael Knox
19 October 2017, 10:30 AM
I spoke with Senior Analyst Tom Sartor about my views on the US Economy, the Australian dollar and why I see significant upside in Australian equities over the next six months
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By Michael Knox
17 October 2017, 8:10 AM
Betting markets have Kevin Warsh and Jerome Powell as the most favoured candidates to replace Janet Yellen. Warsh would be my choice.
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By Michael Knox
03 October 2017, 2:44 PM
Falling manufacturing employment and rising death rates for the US working class
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