All posts by Michael Knox
Chief Economist and Director of Strategy
By Michael Knox
26 October 2021, 12:00 PM
We think GDP fell 0.8% in Q3 2021 but will be up by 5% in the year to Q3 2022.
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By Michael Knox
18 October 2021, 12:00 PM
There is more to monetary policy than just increasing the cash rate. Chief Economist Michael Knox discusses how there are many more variable elements to consider when understanding monetary policy.
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By Michael Knox
15 October 2021, 8:00 AM
US corporate tax payments and US political uncertainty are generating a modest equity market correction that could continue in November. Michael Knox discusses his views with the Morgans network.
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By Michael Knox
07 October 2021, 12:00 PM
Our Model of the US oil price is based on EIA oil stocks, and the pause announcement. The chance of the pause announcement having no impact on the oil price is 2 chances in 10,000. Michael Knox discusses with the Morgans network.
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By Michael Knox
30 September 2021, 9:00 AM
The Australian economy will accelerate out of this shutdown with very strong growth in 2022. Michael Knox discusses with the Morgans network.
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By Michael Knox
24 September 2021, 8:30 AM
We think Chinese currency regulation is a firewall for the world against the Chinese domestic crisis. We also think iron ore prices should recover after February next year.
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By Michael Knox
16 September 2021, 8:30 AM
The US is considering big hikes in corporate tax rates in the coming weeks. Will the market take fright?
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By Michael Knox
09 September 2021, 8:30 AM
High prices for Australian metals and farm exports will generate higher living standards, and lower unemployment over the next three years.
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By Michael Knox
02 September 2021, 8:30 AM
Morgans Chief Economist Michael Knox discusses how lower iron ore stocks relative to Chinese consumption, should support iron ore prices around the current value.
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By Michael Knox
25 August 2021, 8:30 AM
Chief Economist Michael Knox says the Aussie dollar will move higher. He estimates current fair value is just over 90 US cents, which is 20 cents higher than where it is currently trading.
What does this mean for your investment strategy?
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