Economics and markets

Explore Michael Knox’s November 2025 economic outlook: global growth trends, Australian inflation, interest rates, commodities, and equity insights.

Discover Bruce Nicholson's journey as Fleetwood CEO, from engineering roots to leading ASX:FWD's turnaround in modular construction Australia. Explore trends in prefab buildings, ESG benefits, and investment opportunities with Morgans Financial advice.

A detailed comparison of US productivity and global growth forecasts, highlighting key differences with Australia.

Australia's trimmed mean inflation hit 3%, driven by surging electricity prices and the end of federal subsidies, signalling the end of the rate-cut cycle.

The US government shutdown that began on 1 October 2025 has deep political roots and significant economic implications. This article explores the Medicaid funding debate, the strategic moves by both parties, and the broader impact on GDP, healthcare, and public sentiment.

Investment Watch is a quarterly publication offering insights into equity and economic strategy. This edition explores expected interest rate trends, their impact on asset allocation, and highlights key Australian sectors and tactical opportunities.

Michael Knox outlines his expectations for the RBA’s next move, suggesting a final rate cut to 3.35% could occur by year-end—if trimmed mean inflation falls to 2.5% in the October quarterly statement.

Michael Knox discusses the RBA’s decision to hold rates in September and outlines the conditions under which a November rate cut could occur, based on trimmed mean inflation data.

Michael Knox discusses how weakening US labour market conditions have prompted the Fed to begin easing, with expectations for further cuts to a neutral rate that could stimulate Indo-Pacific trade.