By Michael Knox
11 October 2019, 3:46 PM
Oil fundamentals are good. The problem is the $US has been rising.
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By Michael Knox
11 October 2019, 11:34 AM
The RBA needs to get unemployment down to 4.00%, before it can raise core inflation to 2.5%.
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By Michael Knox
10 October 2019, 5:50 PM
The Fed being wrong is about growth, especially in 2021. Next year, perhaps earlier, they will need to cut rates further.
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By Michael Knox
30 September 2019, 9:00 AM
The major effects of the trade war seem not to be on trade but on the currency and bond markets.
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By Michael Knox
18 September 2019, 2:55 PM
I discuss the likelihood of US intervention considering the latest attacks on Saudi oil refineries.
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By Michael Knox
16 September 2019, 11:25 AM
The distance between Yemen and eastern Saudi Arabia suggests that an attack by Yemeni rebels is implausible.
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By Michael Knox
28 August 2019, 2:30 PM
We look at how further Trump tariffs affect the US and Chinese economies. We also look at US and Australian equities.
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By Michael Knox
21 August 2019, 2:29 PM
Trump has two reasons for saying the Fed should cut rates
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By Michael Knox
16 August 2019, 4:05 PM
The inversion of the US yield curve, is suggesting a soft landing for the US economy in 2021.
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By Michael Knox
14 August 2019, 1:45 PM
In 2019 and 2020, Australia will still grow twice as fast as the euro area, twice as fast as Japan and faster than the USA.
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