All posts by Michael Knox
Chief Economist and Director of Strategy
By Michael Knox
25 June 2018, 10:58 AM
The difference between US 10 year bond yields and US 90 Day Treasury Bill yields has fallen below 100 basis points.
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By Michael Knox
22 June 2018, 3:31 PM
I discuss different kinds of demand for the US dollar: investment demand, precautionary demand and transactions demand.
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By Michael Knox
18 June 2018, 10:05 AM
We have said previously there will be four rate hikes because growth was so strong, the Fed now thinks we were right.
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By Michael Knox
04 June 2018, 10:55 AM
The political crisis in Italy has driven the Euro down to near long term support. We expect the Euro will begin to bottom out in coming weeks.
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By Michael Knox
24 May 2018, 10:00 AM
A short-term stock build could lead to a seasonal correction in the bull market for oil in August and September.
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By Michael Knox
16 May 2018, 1:43 PM
The US Dollar will drown under the weight of its own debt
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By Michael Knox
14 May 2018, 10:19 AM
Volatility is falling as the ASX 200 rises toward a fair value of 6165 points.
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By Michael Knox
09 May 2018, 1:05 PM
The budget combines good luck with good management
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By Michael Knox
07 May 2018, 9:03 AM
The European Central Bank concentrates on growth, while the Federal Reserve concentrates on inflation.
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By Michael Knox
27 April 2018, 2:59 PM
US growth is still strong and so are earnings
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