By Michael Knox
06 May 2021, 1:30 PM
Both the RBA and the Fed need to get unemployment much lower to get wages inflation higher. Chief Economist Michael Knox explains why.
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By Michael Knox
29 April 2021, 4:00 PM
Growth surprises on the high side, inflation surprises on the low side. Chief Economist Michael Knox details his perspective with the Morgans network.
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By Michael Knox
15 April 2021, 1:00 PM
Morgans Chief Economist, Michael Knox, discusses why he expects the Australian dollar to be significantly stronger as we move into the second half of the 2021 calendar year.
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By Michael Knox
08 April 2021, 1:00 PM
What does the US budget outlook tell us about the US economic cycle? Chief Economist Michael Knox explains why Biden taxes are not for infrastructure, but for welfare.
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By Michael Knox
31 March 2021, 2:25 PM
Very high US growth in 2021 could help Australia to outperform. Morgans Chief Economist Michael Knox answers questions from the Morgans network, regarding Australia's growth in 2021.
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By Michael Knox
16 March 2021, 1:50 PM
The Covid-19 rescue bill contains sweeping reforms to the US social safety net. The problem is how they pay for it.
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By Michael Knox
03 March 2021, 4:00 PM
Increasing real demand for credit means that real bond yields must rise as investment rises.
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By Michael Knox
24 February 2021, 2:30 PM
The US deficit (almost the largest since WW2) will drive a boom in international trade in 2021 and 2022.
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By Michael Knox
17 February 2021, 2:05 PM
The US budget deficits of 2020 and 2021 drive the US dollar down and commodity prices up.
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By Michael Knox
10 February 2021, 11:40 AM
The Fed now intends to run inflation above 2% for some time. But what does this mean for the bond market in two to three years' time?
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