All posts by Michael Knox
Chief Economist and Director of Strategy
By Michael Knox
04 May 2022, 9:00 AM
Chief Economist, Michael Knox updates us after the RBA forecast for core inflation has risen to 4.75% in 2022.
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By Michael Knox
28 April 2022, 9:00 AM
We update our models of US and Australian equities for the selloff in the US and Australian bonds.
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By Michael Knox
20 April 2022, 9:00 AM
Chief Economist, Michael Knox shows how to examine the US yield curve to find out when recession is near.
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By Michael Knox
13 April 2022, 9:00 AM
The Fed intends to Sell $US720 billion of Treasury bonds and $US420 billion of Mortgage-backed securities per year, to force up US long-term yields and slow the US Economy.
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By Michael Knox
06 April 2022, 9:00 AM
Chief Economist Michael Knox believes that US budget deficits have driven the Australian commodities boom.
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By Michael Knox
30 March 2022, 9:22 AM
Chief Economist Michael Knox believes that Australia has now emerged from the COVID crisis at rocket speed. Unemployment has fallen to levels not seen for many years.
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By Michael Knox
23 March 2022, 12:00 PM
The Feds Rate Hikes and quantitative tightening haul down US inflation says Chief Economist Michael Knox.
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By Michael Knox
09 March 2022, 8:00 AM
Chief Economist Michael Knox believes that Russians have an incentive to end the war sooner rather than later.
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By Michael Knox
23 February 2022, 8:00 AM
Chief Economist Michael Knox believes that Ukraine crisis should temper Fed tightening.
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By Michael Knox
16 February 2022, 11:00 AM
Chief Economist Michael Knox believes that the Germans are the important players not the Americans.
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