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All Episodes

Michael Knox, Morgans Chief Economist — 193 episodes

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Title
1

Why Australia Is Likely Facing More Rate Hikes Than Expected

2

Why Higher Power Costs Could Trigger RBA Rate Hikes

3

Beware The US Shutdown - Michael Knox

4

September 10 - A Comparative Outlook on the Fed and RBA - Michael Knox

5

Forecasting RBA Moves - Why Import Prices and Quarterly CPI Matter

6

Why RBA Rate Cuts Must Wait | Michael Knox, Morgans Chief Economist

7

FED Eases Quantitative Tightening | Michael Knox, Morgans Chief Economist

8

US GROWTH – Just where the Fed Needs It | Michael Knox, Morgans Chief Economist

9

Still Room For FED Rate Cuts | Michael Knox, Morgans Chief Economist

10

Big US budget deficit is driving the stock market higher | Michael Knox, Morgans Chief Economist

11

Unemployment Must Rise for the Cash Rate to Fall | Michael Knox, Morgans Chief Economist

12

The FED says 'No US Recession' | Michael Knox, Morgans Chief Economist

13

Two Part Paradox at the Federal Reserve | Michael Knox, Morgans Chief Economist

14

The Reserve Bank of Australia Stands on Stability | Michael Knox, Morgans Chief Economist

15

Wait a minute! Are the RBA Cutting Rates Soon? | Michael Knox, Morgans Chief Economist

16

Is it the Season to be Bullish? | Michael Knox, Morgans Chief Economist

17

Why The Stock Market Is Just So Strong! | Michael Knox, Morgans Chief Economist

18

Don't hold your breath for RBA cash rate cuts! | Michael Knox, Morgans Chief Economist

19

FED - Quantitative Tightening with a Rate Cut Chaser? | Michael Knox, Morgans Chief Economist

20

Our Model for the US Economy is Working! | Michael Knox, Morgans Chief Economist

21

Eight Questions from the Media | Michael Knox, Morgans Chief Economist

22

The FED Says Everything Is “Just Right!” | Michael Knox, Morgans Chief Economist

23

A Better Outlook For 2024? | Michael Knox, Morgans Chief Economist

24

Australian CPI Suggests Another RBA Rate Hike | Michael Knox, Morgans Chief Economist

25

How German saving, finances US debt | Michael Knox, Morgans Chief Economist

26

Why Isn’t Bidenomics More Popular? | Michael Knox, Morgans Chief Economist

27

Upside Inflationary Surprises likely for the RBA! | Michael Knox, Morgans Chief Economist

28

Melbourne Cup Strategy 2023: Michael Knox, Morgans Chief Economist

29

FED – Quantitative Tightening | Michael Knox, Morgans Chief Economist

30

Oil Prices to Rocket! | Michael Knox, Morgans Chief Economist

31

Oil Prices Still Further To Rise! | Michael Knox, Morgans Chief Economist

32

Why Commodity Prices will Bottom in March 2024 | Michael Knox, Morgans Chief Economist

33

Where is the US Recession? | Michael Knox, Morgans Chief Economist

34

Brent Oil US $118 by March 2024? | Michael Knox, Morgans Chief Economist

35

RBA Pauses To Change Command: Michael Knox, Morgans Chief Economist

36

FED plays tough - Next step 5.6% | Michael Knox, Morgans Chief Economist

37

Suffering through a US Soft Landing: Michael Knox, Morgans Chief Economist

38

The New RBA? | Michael Knox, Morgans Chief Economist

39

A New Energy Crisis? | Michael Knox, Morgans Chief Economist

40

The FED shoots for 5.6%! | Michael Knox, Morgans Chief Economist

41

Australian Cash Rates to Peak at 4.85%? | Michael Knox, Morgans Chief Economist

42

The FED has still more work to do! | Michael Knox, Morgans Chief Economist

43

Why Oil must rise over $US 100 per Barrel: Michael Knox, Morgans Chief Economist

44

Shutdown! Recession! Default? | Michael Knox, Morgans Chief Economist

45

Australian Federal Budget 2023: What does it mean for you?

46

No Fat Lady at the FED: Michael Knox, Morgans Chief Economist

47

Why the Oil Price Must Rise! | Michael Knox, Morgans Chief Economist

48

Who Stole My US Recession? | Michael Knox, Morgans Chief Economist

49

RBA Makes Base – Still To Conquer the Peak: Michael Knox, Morgans Chief Economist

50

Only One More FED Rate Hike? | Michael Knox, Morgans Chief Economist

51

The Fed at War with the Budget Deficit: Michael Knox, Morgans Chief Economist

52

The China Rebound: Michael Knox, Morgans Chief Economist

53

The Coming Oil Crunch: Michael Knox, Morgans Chief Economist

54

Why Hasn't the US Recession Happened Yet? | Michael Knox, Morgans Chief Economist

55

The Confidence Game That Inflation Will Fall: Michael Knox, Morgans Chief Economist

56

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

57

US RECESSION 2023: Michael Knox, Morgans Chief Economist

58

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

59

The Bond Rally: Michael Knox, Morgans Chief Economist

60

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

61

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

62

Melbourne Cup Strategy 2022: Michael Knox, Morgans Chief Economist

63

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

64

The LNG Price Boom: Michael Knox, Morgans Chief Economist

65

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

66

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

67

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

68

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

69

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

70

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

71

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

72

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

73

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

74

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

75

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

76

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

77

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

78

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

79

Federal Elections and Stockmarkets: Michael Knox, Morgans Chief Economist

80

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

81

Watch the RBA Copy the FED: Michael Knox, Morgans Chief Economist

82

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

83

Is the ASX 200 a better bet than the S&P 500? | Michael Knox, Morgans Chief Economist

84

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

85

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

86

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

87

Boom Time Budget: Michael Knox, Morgans Chief Economist

88

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

89

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

90

Ukraine Crisis Heightens: Michael Knox, Morgans Chief Economist

91

The Ukraine Crisis: Michael Knox, Morgans Chief Economist

92

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

93

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

94

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

95

Powell at bat: Michael Knox, Morgans Chief Economist

96

The Commodities Boom In Three Pictures: Michael Knox, Morgans Chief Economist

97

Chinese Steel Production Olympic Dive This Year: Michael Knox, Morgans Chief Economist

98

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

99

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

100

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

101

Melbourne Cup Strategy 2021: Michael Knox, Morgans Chief Economist

102

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

103

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

104

Misunderstanding monetary policy: Michael Knox, Morgans Chief Economist

105

Why the ASX 200 is worth 7180 points: Michael Knox, Morgans Chief Economist

106

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

107

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

108

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

109

US corporate tax increases; Michael Knox, Morgans Chief Economist

110

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

111

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

112

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

113

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

114

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

115

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

116

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

117

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

118

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

119

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

120

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

121

The Feds employment boom: Michael Knox, Morgans Chief Economist

122

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

123

The US Boom: Michael Knox, Morgans Chief Economist

124

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

125

Reflation, not Inflation: Michael Knox, Morgans Chief Economist

126

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

127

An American Welfare State: Michael Knox, Morgans Chief Economist

128

US$1.9 trillion spending bill fuels the commodity boom for the year ahead: Michael Knox, Morgans Chief Economist

129

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

130

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

131

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

132

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

133

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

134

The RBA can limit the rise of the Australian dollar but not prevent it: Michael Knox, Morgans Chief Economist

135

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

136

Will oil break upwards?: Michael Knox, Morgans Chief Economist

137

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

138

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

139

Not less than zero: Michael Knox, Morgans Chief Economist

140

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

141

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

142

Zandi versus the Fed: Michael Knox, Morgans Chief Economist

143

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

144

US Initial Jobless claims are not bad: Michael Knox, Morgans Chief Economist

145

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

146

World Recovery from Pandemic: Michael Knox, Morgans Chief Economist

147

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

148

Is the pandemic more like a natural disaster than the Great Recession? Michael Knox, Morgans Chief Economist

149

Recovery in the Euro area: Michael Knox, Morgans Chief Economist

150

A statement of recovery: Michael Knox, Morgans Chief Economist

151

US advance retail sales: Michael Knox, Morgans Chief Economist

152

The expansion of the US budget deficit and commodity prices: Michael Knox, Morgans Chief Economist

153

Recovery from the pandemic: Michael Knox, Morgans Chief Economist

154

Questions to the RBA: Michael Knox, Morgans Chief Economist

155

Why is the Australian dollar so strong? Michael Knox, Morgans Chief Economist

156

Whatever we can and as long as it takes: Michael Knox, Morgans Chief Economist

157

A third quarter correction in the S&P 500?: Michael Knox, Morgans Chief Economist

158

Why the Fed and the RBA won't follow Europe into negative interest rates: Michael Knox

159

Chinese Industry Recovers: Michael Knox, Morgans Chief Economist

160

The congressional budget office and the crisis: Michael Knox, Morgans Chief Economist

161

Turning points in the US economy: Michael Knox, Morgans Chief Economist

162

When oil hits bottom: Michael Knox, Morgans Chief Economist

163

China bets they have beaten the pandemic: Michael Knox, Morgans Chief Economist

164

Why the "bang for the buck" for fiscal spending now, is twice as large as in the GFC Michael Knox

165

The outlook for the US economy for the year ahead: Michael Knox, Morgans Chief Economist

166

How Scott Morrison's Job Keeper Allowance, supports the Australian economy: Michael Knox

167

Why The Fed Can Make U.S 4 Trillion Dollars Of New Commercial Loans: Michael Knox

168

Can the government spend our way out of trouble? Michael Knox, Morgans Chief Economist

169

RBA Aggressive Expansion: Michael Knox, Morgans Chief Economist

170

The Fed catches a falling S&P 500: Michael Knox, Morgans Chief Economist

171

The revenge of the machines: Michael Knox Morgans Chief Economist

172

Defending the economy against pandemic: Michael Knox, Morgans Chief Economist

173

The China panic: Michael Knox, Morgans Chief Economist

174

Why is US employment so strong? Michael Knox, Morgans Chief Economist

175

Wuhan Coronavirus, Michael Knox, Morgans Chief Economist

176

How the Fed sees the future: Michael Knox, Morgans Chief Economist

177

The US, China and Australia in 2020: Michael Knox, Morgans Chief Economist

178

When peace breaks out in the China trade war: Michael Knox, Morgans Chief Economist

179

The RBA path to quantitative easing: Michael Knox, Morgans Chief Economist

180

The S&P 500: Why are equity markets volatile? Michael Knox, Morgans Chief Economist

181

A close look at the S&P 500: Michael Knox, Morgans Chief Economist

182

Why Unconventional Monetary Policy is Really Conventional: Michael Knox, Morgans Chief Economist

183

Melbourne Cup Strategy: Michael Knox, Morgans Chief Economist

184

The S&P500 and the ASX 200: What are they worth? Michael Knox, Morgans Chief Economist

185

China's economy changes shape: Michael Knox, Morgans Chief Economist

186

Why China had to negotiate with Trump: Michael Knox, Morgans Chief Economist

187

A deep dive on stock market corrections: Michael Knox, Morgans Chief Economist

188

Oil and where it is going: Michael Knox, Morgans Chief Economist

189

One more Australian rate cut, then quantitative easing: Michael Knox, Morgans Chief Economist

190

Why the Fed is wrong: Michael Knox, Morgans Chief Economist

191

The likely US response to Iran attacks: Michael Knox, Morgans Chief Economist

192

Initial response to the attack on Saudi oil refineries: Michael Knox, Morgans Chief Economist

193

How a Chinese RMB crisis caused the bond bubble: Michael Knox, Morgans Chief Economist