Economics and markets
12
October
2025
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min read
RBA Rate Expectations & Market Outlook
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
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.
30
October
2025
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min read
Why the RBA's Next Move Could Surprise You
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
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.
30
October
2025
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min read
Fed Neutral Move to Lift Trade
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
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.
20
September
2025
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min read
A Comparative Outlook on the Fed and RBA
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
In recent days, several people have asked for my updated view on the Federal Reserve and the Fed funds rate, as well as the outlook for the Australian cash rate. I thought I’d walk through our model for the Fed funds rate and explain our approach to the RBA’s cash rate.
12
September
2025
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min read
Stablecoins & Crypto: What Drives Bitcoin and Ether?
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
The Wall Street Journal of 21 August 2025 carried an article which noted that Ether, a cryptocurrency long overshadowed by Bitcoin has surged in price in August
17
September
2025
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min read
In The Spotlight: Akeeko Medical
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Damon Kitney
Journalist
Uncover the journey of Joseph Ischia from elite athlete to urologist to medtech founder as he leads Akeeko Medical in transforming kidney stone care with a fast and cost saving stent device.
30
August
2025
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min read
What Really Happened at Jackson Hole
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
Uncover insights from Jackson Hole: Jay Powell’s rate cut hints, Fed’s soft landing concerns, and dire demographic trends. Analysis by Morgans’ Chief Economist.
12
August
2025
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min read
Why the RBA Will Cut in November, Not September
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
Michael Knox, Chief Economist explains how the RBA sets interest rates to achieve its 2.5% inflation target, predicting a cash rate reduction to 3.35% by November when inflation is expected to reach 2.5%, based on a historical average real rate of 0.85%.
30
July
2025
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min read
One Big Beautiful Bill: Averting an Economic Disaster
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
Michael Knox, Chief Economist looks at what might have happened in January 2026 if the cuts in corporate tax rates in Trumps first term were not renewed and extended in the One Big Beautiful Bill
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