The Australian “V” shaped recovery

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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US risk and US opportunity

By Michael Knox

10 December 2020, 11:50 AM

The US economy is strong, but Biden's tax policy could derail earnings.

Morgans Chief Economist, Michael Knox, touches on how he believes the Biden program may influence both the US economy and after-tax earnings in 2021.

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