By Michael Knox
31 March 2021, 2:25 PM
Very high US growth in 2021 could help Australia to outperform. Morgans Chief Economist Michael Knox answers questions from the Morgans network, regarding Australia's growth in 2021.
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By Michael Knox
16 March 2021, 1:50 PM
The Covid-19 rescue bill contains sweeping reforms to the US social safety net. The problem is how they pay for it.
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By Michael Knox
03 March 2021, 4:00 PM
Increasing real demand for credit means that real bond yields must rise as investment rises.
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By Michael Knox
24 February 2021, 2:30 PM
The US deficit (almost the largest since WW2) will drive a boom in international trade in 2021 and 2022.
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By Michael Knox
17 February 2021, 2:05 PM
The US budget deficits of 2020 and 2021 drive the US dollar down and commodity prices up.
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By Michael Knox
10 February 2021, 11:40 AM
The Fed now intends to run inflation above 2% for some time. But what does this mean for the bond market in two to three years' time?
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By Michael Knox
04 February 2021, 8:30 AM
Why is the decline of US feedstock oil allowing a rise in oil prices? Morgans Chief Economist, Michael Knox, shares his insights with the Morgans network.
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By Michael Knox
27 January 2021, 2:12 PM
We estimate the Australian GDP grew by 2.7% in Q4 2020. Michael Knox, Morgans Chief Economist discusses how the Australian economy is recovering, following the Covid-19 pandemic in 2020.
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By Michael Knox
19 January 2021, 9:00 AM
Movement in hours worked during 2020 shows that a rapid fall in output was followed by an equally rapid “V” shaped recovery. Surprising strength in hours worked in the second half of 2020 suggests surprising strength in GDP.
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By Michael Knox
18 January 2021, 2:26 PM
In this issue, I would like to talk about five questions that give us an updated view of where we think the Australian economy is going.
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