All posts by Michael Knox
Chief Economist and Director of Strategy
By Michael Knox
26 November 2021, 7:30 AM
Brainard is brilliant, but Powell a better leader.
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By Michael Knox
18 November 2021, 7:30 AM
We look at the US credit market to find two indicators of stock market health.
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By Michael Knox
10 November 2021, 12:20 PM
We look at the RBA statement on monetary policy for November, where growth is strong but inflation is not.
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By Michael Knox
02 November 2021, 10:50 AM
Our recommendation this year is for an each-way bet on No.4 Verry Elleegant. Remember our recommendation is for the best value bet rather than for the highest probability of winning.
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By Michael Knox
26 October 2021, 12:00 PM
We think GDP fell 0.8% in Q3 2021 but will be up by 5% in the year to Q3 2022.
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By Michael Knox
18 October 2021, 12:00 PM
There is more to monetary policy than just increasing the cash rate. Chief Economist Michael Knox discusses how there are many more variable elements to consider when understanding monetary policy.
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By Michael Knox
15 October 2021, 8:00 AM
US corporate tax payments and US political uncertainty are generating a modest equity market correction that could continue in November. Michael Knox discusses his views with the Morgans network.
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By Michael Knox
07 October 2021, 12:00 PM
Our Model of the US oil price is based on EIA oil stocks, and the pause announcement. The chance of the pause announcement having no impact on the oil price is 2 chances in 10,000. Michael Knox discusses with the Morgans network.
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By Michael Knox
30 September 2021, 9:00 AM
The Australian economy will accelerate out of this shutdown with very strong growth in 2022. Michael Knox discusses with the Morgans network.
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By Michael Knox
24 September 2021, 8:30 AM
We think Chinese currency regulation is a firewall for the world against the Chinese domestic crisis. We also think iron ore prices should recover after February next year.
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