Questions to the RBA

By Michael Knox

01 July 2020, 2:50 PM

I prepared four questions for the RBA Deputy Governor Guy Debelle, at an event hosted by the Economic Society of Australia (QLD) and Morgans on 30 June 2020. The Governor's answers surprised me.

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Podcast: A third quarter correction in the S&P 500?

By Michael Knox

11 June 2020, 11:30 AM

The US equities market has already run to a level in excess of that justified by the stimulus of the Federal Reserve. We think it highly likely that forecasts of US earnings for the second quarter of 2020 will dramatically disappoint. The S&P500 is increasingly vulnerable to a correction.

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