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...
Podcast: One more Australian rate cut, then quantitative easing By Michael Knox 11 October 2019, 11:34 AM The RBA needs to get unemployment down to 4.00%, before it can raise core inflation to 2.5%. Read more...
Why the Fed is wrong By Michael Knox 10 October 2019, 5:50 PM The Fed being wrong is about growth, especially in 2021. Next year, perhaps earlier, they will need to cut rates further. Read more...
How the US China trade war caused the bond bubble By Michael Knox 30 September 2019, 9:00 AM The major effects of the trade war seem not to be on trade but on the currency and bond markets. Read more...
Podcast: The likely US response to Iran attacks By Michael Knox 18 September 2019, 2:55 PM I discuss the likelihood of US intervention considering the latest attacks on Saudi oil refineries. Read more...