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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, Morgans Chief Economist

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