By Tom Sartor
21 January 2019, 2:47 PM
We identify key potential impacts to the housing market, the consumer, energy and healthcare
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By Michael Knox
24 December 2018, 9:23 AM
The world economy will continue to produce healthy growth in 2019
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By Michael Knox
24 December 2018, 9:13 AM
A more modest outlook for US growth and US inflation has reduced the number of rate hikes the Fed needs to make.
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By Michael Knox
17 December 2018, 3:09 PM
The Fed will need to slow the US economy and lift US unemployment from 3.7% now, up to around 4.6%, if it wants to stabilize US inflation in the long term.
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By Michael Knox
19 October 2018, 10:38 AM
How understanding statistics teaches us about US politics and why stock markets are cheap
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By Michael Knox
04 October 2018, 3:15 PM
How Donald Trump out-bargained the Canadians, squeezed the Chinese out of Mexico and gave American auto workers what they wanted.
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By Michael Knox
01 October 2018, 11:10 AM
The Fed tells us that US growth this year will be higher at 3.1% but rates will still peak at 3.4% in 2020.
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By Michael Knox
27 September 2018, 1:30 PM
The past 15 months have seen the biggest rise in Chinese steel production since 2009. This lifts demand for Australian metallurgical coal and iron ore.
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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.
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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.
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