Podcast: The US, China and Australia in 2020 By Michael Knox 19 December 2019, 2:10 PM Growth will be solid. The US dollar should weaken. Read more...
Podcast: When peace breaks out in the China trade war. By Michael Knox 13 December 2019, 4:28 PM An armistice in the US China trade war has allowed an easing US dollar and a rise in oil prices. Read more...
Podcast: The RBA path to quantitative easing By Michael Knox 13 December 2019, 10:24 AM What the RBA has told us about the conditions which will lead it to begin quantitative easing. Read more...
Podcast: A close look at the S&P 500 By Michael Knox 20 November 2019, 10:01 AM It can be observed that changes in the structure of the US economy have changed the structure of US earnings. Read more...
Podcast: Why unconventional monetary policy is really conventional By Michael Knox 15 November 2019, 11:20 AM We think the RBA will begin to refinance part of the stock of Commonwealth debt as it rolls over, to lift Australian inflation to its 2-3% target. Read more...
Melbourne Cup Strategy 2019 By Michael Knox 05 November 2019, 9:45 AM Our recommendation this year is for an each-way bet on Finche. Remember our recommendation is for the best value bet rather than for the highest probability of winning. Read more...
The S&P500 and the ASX 200: What are they worth? By Michael Knox 31 October 2019, 10:55 AM US earnings are beginning to grow more rapidly. Read more...
Podcast: China's economy changes shape By Michael Knox 24 October 2019, 1:15 PM China's growth is now driven by services not manufacturing. Read more...
Podcast: A deep dive on stock market corrections By Michael Knox 14 October 2019, 3:31 PM Oil fundamentals are good. The problem is the $US has been rising. Read more...
Podcast: Oil and where it is going By Michael Knox 11 October 2019, 3:46 PM Oil fundamentals are good. The problem is the $US has been rising. Read more...