Michael Knox, Morgans Chief Economist cover art

All Episodes

Michael Knox, Morgans Chief Economist — 161 episodes

#
Title
1

When Will the Tightening End? | Michael Knox, Morgans Chief Economist

2

US RECESSION 2023: Michael Knox, Morgans Chief Economist

3

Why The Australian Cash Rate may peak at 4.85%: Michael Knox, Morgans Chief Economist

4

The Bond Rally: Michael Knox, Morgans Chief Economist

5

Why the ASX 200 is still worth 7200 points: Michael Knox, Morgans Chief Economist

6

The FED Gets More Aggressive: Michael Knox, Morgans Chief Economist

7

Melbourne Cup Strategy 2022: Michael Knox, Morgans Chief Economist

8

A Rich and Confident Country: Michael Knox, Morgans Chief Economist

9

The LNG Price Boom: Michael Knox, Morgans Chief Economist

10

The Australian Current Account Boom: Michael Knox, Morgans Chief Economist

11

Jay Plays Tough: Michael Knox, Morgans Chief Economist

12

RBA Lifts Interest Rates to 2.35%: Michael Knox, Morgans Chief Economist

13

Why the ASX 200 is worth 7200 points: Michael Knox, Morgans Chief Economist

14

Why the S&P 500 is worth 4000 points: Michael Knox, Morgans Chief Economist

15

RBA Says Inflation Falls in 2023: Michael Knox, Morgans Chief Economist

16

FED Rate Hikes Hard, But Still No Recession: Michael Knox, Morgans Chief Economist

17

Why the RBA will lift rates to 3.5%: Michael Knox, Morgans Chief Economist

18

Strong US Employment will lead to a July Rate Hike: Michael Knox, Morgans Chief Economist

19

RBA Rapid Fire Rate Hikes: Michael Knox, Morgans Chief Economist

20

The US Recession That Isn't There: Michael Knox, Morgans Chief Economist

21

Why the ASX 200 is worth 7100 points: Michael Knox, Morgans Chief Economist

22

The FED Shock Rate Hike: Michael Knox, Morgans Chief Economist

23

Why The RBA Cash Rate Must Rise: Michael Knox, Morgans Chief Economist

24

How to see a US Recession??? | Michael Knox, Morgans Chief Economist

25

US Economy's "Soft Landing?" | Michael Knox, Morgans Chief Economist

26

Why the RBA cash rate may rise to 3.7%: Michael Knox, Morgans Chief Economist

27

Is the US heading for recession? | Michael Knox, Morgans Chief Economist

28

Powerful Fed Tools will rein in US Inflation: Michael Knox, Morgans Chief Economist

29

Will the Commodities Boom ever rest?: Michael Knox, Morgans Chief Economist

30

Boom Time Budget: Michael Knox, Morgans Chief Economist

31

How Budget Deficits Caused US Inflation: Michael Knox, Morgans Chief Economist

32

Food, Oil, War Risk: Michael Knox, Morgans Chief Economist

33

The Ukraine Crisis: Michael Knox, Morgans Chief Economist

34

The Fed, the RBA and Market Sentiment: Michael Knox, Morgans Chief Economist

35

Why high inflation is misery: Michael Knox, Morgans Chief Economist

36

Fed Team Player Powell Gets A Second Term: Michael Knox, Morgans Chief Economist

37

Why The Market Is Still So Strong: Michael Knox, Morgans Chief Economist

38

Why The RBA is right to believe that inflation will fall: Michael Knox, Morgans Chief Economist

39

Soft construction brings a weak 3rd quarter for Chinese GDP: Michael Knox, Morgans Chief Economist

40

Australia's strong recovery from shutdown: Michael Knox, Morgans Chief Economist

41

Misunderstanding monetary policy: Michael Knox, Morgans Chief Economist

42

Why the ASX 200 is worth 7.180 points: Michael Knox, Morgans Chief Economist

43

Biden’s oil and gas lease pause, adds $US 13.00 per barrel to West Texas intermediate grade.

44

GDP and jobs in the face of shutdown: Michael Knox, Morgans Chief Economist

45

Will Evergrande cause a global financial crisis?: Michael Knox, Morgans Chief Economist

46

US corporate tax increases: Michael Knox, Morgans Chief Economist

47

The Australian economy enters a world trade boom: Michael Knox, Morgans Chief Economist

48

Iron ore falls back near fair value: Michael Knox, Morgans Chief Economist

49

US deficits, commodities and the Aussie dollar: Michael Knox, Morgans Chief Economist

50

US retail demand still supports strong US growth: Michael Knox, Morgans Chief Economist

51

Australia's second wave commodities boom: Michael Knox, Morgans Chief Economist

52

How rising commodity prices support real wages: Michael Knox, Morgans Chief Economist

53

GDP Growth in June Quarter should be a strong 1.4%: Michael Knox, Morgans Chief Economist

54

Headline inflation means headlines. Trimmed mean means Policy: Michael Knox, Morgans Chief Economist

55

Why the RBA must drive up real wages: Michael Knox, Morgans Chief Economist

56

Why quantitative easing must continue: Michael Knox, Morgans Chief Economist

57

When will the RBA end quantitative easing? Michael Knox, Morgans Chief Economist

58

An old timey model of the Aussie Dollar: Michael Knox, Morgans Chief Economist

59

The Feds employment boom: Michael Knox, Morgans Chief Economist

60

Australian GDP and the iron ore price: Michael Knox, Morgans Chief Economist

61

The US Boom: Michael Knox, Morgans Chief Economist

62

Is the US CPI a shock? Michael Knox, Morgans Chief Economist

63

Why the RBA July meeting in Brisbane is so important: Michael Knox, Morgans Chief Economist

64

Reflation, not Inflation: Michael Knox, Morgans Chief Economist

65

A stronger Australian dollar: Michael Knox, Morgans Chief Economist

66

Taxes are the wall this US expansion will run into: Michael Knox, Morgans Chief Economist

67

Is the outlook for the Australian economy good or better than good? Michael Knox, Chief Economist

68

Why the Fed won’t lift the fed funds rate any time soon: Michael Knox, Morgans Chief Economist

69

An American Welfare State: Michael Knox, Morgans Chief Economist

70

US$1.9 trillion spending bill fuels the commodity boom for the year ahead

71

The two biggest US budget deficits since WW2: Michael Knox, Morgans Chief Economist

72

The FED – allowing the economy to run hot: Michael Knox, Morgans Chief Economist

73

Why is the oil price rising? Michael Knox, Morgans Chief Economist

74

The Australian V-shape recovery continues: Michael Knox, Morgans Chief Economist

75

The Australian V shaped recovery: Michael Knox, Morgans Chief Economist

76

The RBA can limit the rise of the Australian Dollar but not prevent it: Michael Knox

77

US risk and US opportunity: Michael Knox, Morgans Chief Economist

78

Will oil break upwards? Michael Knox, Morgans Chief Economist

79

Are emerging economies about to boom? Michael Knox, Morgans Chief Economist

80

US Political risk, stock market risk, commodity opportunity: Michael Knox, Morgans Chief Economist

81

Not less than zero: Michael Knox, Morgans Chief Economist

82

Trump Vs. Biden: Beware of left wing populists bearing gifts: Michael Knox, Morgans Chief Economist

83

The effects on deficit - Trump Vs. Biden: Michael Knox, Morgans Chief Economist

84

Zandi Versus the Fed: Michael Knox Morgans Chief Economist

85

This House stands with you: Michael Knox, Morgans Chief Economist

86

Quantitative easing as a long term strategy: Michael Knox, Morgans Chief Economist

87

Does Trump still have a chance in November: Michael Knox, Morgans Chief Economist

88

US initial jobless claims are not bad: Michael Knox, Morgans Chief Economist

89

World recovery from pandemic: Michael Knox, Morgans Chief Economist

90

Stunning recovery in the US third quarter GDP: Michael Knox Morgans Chief Economist

91

Is the pandemic more like a natural disaster than the Great Recession? Michael Knox

92

Recovery In The Euro Area: Michael Knox, Morgans Chief Economist

93

The S&P 500 a cautionary tale: Michael Knox, Morgans Chief Economist

94

The new Trump / China tariffs: Michael Knox, Morgans Chief Economist

95

Trump and the Fed: Michael Knox Morgans Chief Economist

96

The US yield curve and the US recession: Michael Knox, Morgans Chief Economist

97

The outlook for the USA, the euro area, Japan and Australia: Michael Knox, Morgans Chief Economist

98

Trump Tariffs China: Michael Knox, Morgans Chief Economist

99

The Fed adopts an easing bias: Michael Knox, Morgans Chief Economist

100

Too early for the Fed to cut: Michael Knox, Morgans Chief Economist

101

How many more cuts for the RBA?: Michael Knox, Morgans Chief Economist

102

OK, the US economy is slowing, but will the Fed cut?: Michael Knox, Morgans Chief Economist

103

After the RBA cuts rates to 75 basis points, what then? Michael Knox, Morgans Chief Economist

104

Why the Australian economy is better than how the GDP makes it look: Michael Knox

105

Master of Ceremonies for RBA Governor Philip Lowe: Michael Knox, Morgans Chief Economist

106

The economics of the Federal election result: Michael Knox, Morgans Chief Economist

107

When will the RBA act: Michael Knox, Morgans Chief Economist

108

RBA rate cut postponed: Michael Knox, Morgans Chief Economist

109

Room for the RBA to cut: Michael Knox, Morgans Chief Economist

110

Full Time Jobs Growth For the Year to March 2019 was 3.0%: Michael Knox, Chief Economist

111

Why the Australian cash rate will not fall: Michael Knox, Morgans Chief Economist

112

The strange case of the Australian dollar – Michael Knox: Morgans Chief Economist

113

Budget 2019: Without Increasing Taxes – Michael Knox, Morgans Chief Economist

114

Why the Fed now has a Symmetric Inflation target: Michael Knox, Morgans Chief Economist

115

Per capita GDP recessions and other childrens stories: Michael Knox, Morgans Chief Economist

116

The Ghost Of Trump Appears At The Fed: Michael Knox, Morgans Chief Economist

117

The Aussie Dollar Is Cheap – Michael Knox, Morgans Chief Economist

118

Update On Oil Prices: Michael Knox, Morgans Chief Economist

119

The Iron Ore Price: Michael Knox, Morgans Chief Economist

120

Jay Says These Rates To Stay: Michael Knox, Morgans Chief Economist

121

Jay Powell's Problem: Michael Knox, Morgans Chief Economist

122

The Fed Cuts The Number Of Rate Hikes: Michael Knox, Morgans Chief Economist

123

2019 Will Be Better Than Expected: Michael Knox, Morgans Chief Economist

124

Inflation And What The Fed Can Do About It: Michael Knox, Morgans Chief Economist

125

Why The ASX 200 Is Worth 5920 Points: Michael Knox, Morgans Chief Economist

126

Why the S&P500 can expect modest but solid gains: Michael Knox, Morgans Chief Economist

127

Why Australian interest rates will not rise anytime in the foreseeable future: Michael Knox

128

Oil Market Fundamentals Still Strong: Michael Knox, Chief Economist

129

Next Year US Unemployment Will Fall To 3.4%, The Lowest Level Since 1968

130

Getting Past Midterm Elections Is Good For US Equities – Michael Knox Morgans Chief Economist

131

Melbourne Cup Strategy: Michael Knox, Morgans Chief Economist

132

The Panic Into Quality: Michael Knox, Morgans Chief Economist

133

Trump Is Unpopular – Compared To What? Michael Knox, Chief Economist

134

How to tell between a bear market and a bull market correction, Michael Knox, Chief Economist

135

USMCA – The United States-Mexico-Canada Agreement, Michael Knox, Morgans Chief Economist

136

What the Fed changes and the Fed doesn't: Michael Knox, Morgans Chief Economist

137

Booming Chinese Steel Production: Michael Knox, Morgans Chief Economist

138

The European Central Bank is ending Quantitative Easing: Michael Knox, Morgans Chief Economist

139

Three Unbelievable Things: Michael Knox, Morgans Chief Economist

140

Why The People Who Caused The Financial Crisis Never Went To Jail

141

Why Oil Prices Will Get Stronger: Michael Knox, Morgans Chief Economist

142

Why the S&P500 is so strong

143

The US dollar is far too high: Michael Knox, Morgans Chief Economist

144

Trump vs China: Michael Knox, Morgans Chief Economist

145

The S&P500 and the ASX 200: Michael Knox, Morgans Chief Economist

146

A seasonal fall in oil prices: Michael Knox, Morgans Chief Economist

147

Rising export commodity prices are lifting Australian national income: Michael Knox, Chief Economist

148

Low Wages And Sagging House Prices: Michael Knox, Morgans Chief Economist

149

The US Economy and the ASX 200: Michael Knox, Morgans Chief Economist

150

Why the Euro is near its low: Michael Knox, Morgans Chief Economist

151

Fed says it is four rate hikes not three: Michael Knox, Morgans Chief Economist

152

The Italian Populist Government: Michael Knox, Morgans Chief Economist

153

The Italian crisis and the Euro – Michael Knox, Morgans Chief Economist

154

The Bull Market In Brent and West Texas: Michael Knox, Morgans Chief Economist

155

The US Dollar remains in a long-term bear market – Michael Knox, Morgans Chief Economist

156

ASX 200 Volatility And Fair Value, Michael Knox Morgans Chief Economist

157

The Australian Budget Emerges From "Dog Days" Michael Knox, Morgans Chief Economist

158

The European Central Bank And The Federal Reserve Michael Knox Chief Economist

159

Is Trump Rational? - Michael Knox, Morgans Chief Economist

160

The US Stock Market And The US Economy: Michael Knox, Chief Economist

161

Why Oil Is Going Up: Michael Knox, Morgans Chief Economist