Economics and markets
30
November
2023
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min read
Big Budget Deficits, Bigger US Debt!
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
Morgans Chief Economist Michael Knox discusses the key drivers for the lack of a US recession in 2023 and explains why Joe Biden's economic policy isn't more popular.
30
January
2024
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min read
Our Model for the US Economy is Working!
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
Learn how Morgans’ economic model captures key U.S. trends. Explore insights into GDP growth, inflation, and market performance.
30
February
2024
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min read
Fed: Quantitative Tightening with a Rate Cut Chaser?
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
Morgans Chief Economist Michael Knox says that Federal Reserve rate cuts later this year will be shaded by a major program of quantitative tightening.
30
February
2024
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min read
Is It the Season to Be Bullish?
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
Morgans Chief Economist Michael Knox explains how the different dates of international financial years generate seasonal variation in the Australian and US stock markets.
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