All posts by Michael Knox
Chief Economist and Director of Strategy
By Michael Knox
21 September 2018, 1:57 PM
I discuss how an end to QE in December should put upward pressure on the Euro.
Read more...
By Michael Knox
14 September 2018, 2:46 PM
By the beginning of 2020 the US dollar should be much lower, and the Oil price and US bond yields should be much, much higher.
Read more...
By Michael Knox
13 September 2018, 12:23 PM
How both sides of US Congress supported a strategy which led to the Financial Crisis.
Read more...
By Michael Knox
03 September 2018, 2:24 PM
Strong growth in world demand for refined petroleum product will put upward pressure on oil prices.
Read more...
By Michael Knox
30 August 2018, 10:51 AM
We look at the improving path of US corporate earnings and its heady rise since 2016.
Read more...
By Michael Knox
17 August 2018, 3:59 PM
The Euro is extremely oversold and the Aussie dollar is moderately oversold. By year end we expect the Euro to go up followed by the Aussie.
Read more...
By Michael Knox
15 August 2018, 1:22 PM
We believe that Trump has three major objectives in his trade dispute with China. The first has already been achieved.
Read more...
By Michael Knox
13 August 2018, 11:58 AM
We look at both markets and find that the US market is moderately overvalued and the Australian market is only slightly overvalued. Both can continue at this level for some time.
Read more...
By Michael Knox
09 July 2018, 3:40 PM
We look at seasonal variation in Brent and West Texas oil prices. Both usually begin a seasonal fall after August.
Read more...
By Michael Knox
02 July 2018, 2:57 PM
Household consumption rises are sustainable. They are sustainable because more people are getting jobs.
Read more...