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Michael Knox, Morgans Chief Economist
Tout marquer comme (non) lu
Manage series 3381907
Contenu fourni par Morgans Financial Limited and Morgans Financial. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Morgans Financial Limited and Morgans Financial ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
…
continue reading
261 episodes
Tout marquer comme (non) lu
Manage series 3381907
Contenu fourni par Morgans Financial Limited and Morgans Financial. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Morgans Financial Limited and Morgans Financial ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
…
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261 episodes
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Michael Knox, Morgans Chief Economist

1 Beware The US Shutdown - Michael Knox 13:08
13:08
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Beginning on the 1st of October 2025, the US government began its current Federal government shutdown. The shutdown occurred because Democratic Party Senators refused to support a Continuing Resolution to provide funding for the US government. At the time of writing, Republican Senators have now put up Continuing Resolutions for funding to the Senate 11 times, and Democrat Senators have refused to support them 11 times.…
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Michael Knox, Morgans Chief Economist

Updated Outlook on the Federal Reserve and Australian Cash Rate 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. So I thought I’d walk through our model for the Fed funds rate and explain our approach to the RBA’s cash rate.…
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Michael Knox, Morgans Chief Economist

On 7 July the AFR published a list of 37 Economists who had answered a poll on when the RBA would next cut rates. 32 of them thought that the RBA would cut on 8 July. Only 5 of them did not believe the RBA would cut on 8 July. I was one of them. The RBA did not cut.
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Michael Knox, Morgans Chief Economist

Michael Knox, Morgans Chief Economist discusses why Trumps moves make sense and how Albanese has been poorly briefed on the matter. Listen in to hear his insights
In this insightful interview, Michael Knox, Chief Economist at Morgans, discusses Australia's growing debt and current account deficit, as outlined in the 2025 federal budget. With projections showing a significant increase in debt over the next few years, Michael explores the implications for future generations and whether the government's economic strategies are sustainable. He also reflects on historical warnings from former Prime Minister Paul Keating about the risk of becoming a "banana republic." Tune in for a deep dive into Australia's financial outlook and the challenges ahead.…
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Michael Knox, Morgans Chief Economist

Morgans Chief Economist Michael Knox says that for the RBA to get inflation down to 2.5%, unemployment must rise above 4.5% in Australia. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our latest articles: https://morgans.com.au/insights On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU…
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Michael Knox, Morgans Chief Economist

Morgans Chief Economist Michael Knox says that though the FED are easing quantitative tightening, US consumer demand is still too healthy to allow rate cuts. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU…
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Michael Knox, Morgans Chief Economist

Our Model of US GDP says steady growth just below trend. Just where the Fed needs it to keep US Inflation falling. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU…
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Michael Knox, Morgans Chief Economist

1 Australia Needs Higher Unemployment to Push Down Rates | Michael Knox, Morgans Chief Economist 14:24
14:24
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A slowing economy and rising unemployment pushes down interest rates. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU…
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Michael Knox, Morgans Chief Economist

Morgans Chief Economist Michael Knox gives an update on the Fed Funds and the RBA Cash Rate. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU…
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Michael Knox, Morgans Chief Economist

1 Big US budget deficit is driving the stock market higher | Michael Knox, Morgans Chief Economist 15:35
15:35
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Strong corporate profits drive corporate yields lower and stock prices higher. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU…
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Michael Knox, Morgans Chief Economist

Inflation tells us why cash rates are where they are, and unemployment tells us where cash rates will be. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU…
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Michael Knox, Morgans Chief Economist

Morgans Chief Economist Michael Knox uses the Chicago Fed National Activity Indicator to model the US economy and explain why there is no incoming US Recession. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU…
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Michael Knox, Morgans Chief Economist

Following the Federal Reserve's latest two-day monetary policy meeting, Morgans Chief Economist Michael Knox says, "yes the FED rates will fall, but only so far." Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU…
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Michael Knox, Morgans Chief Economist

Following the RBA's recent decision to hold interest rates, RBA Governor Michelle Bullock said, "where we are now is where we need to be." Chief Economist Michael Knox gives his comments on this saying that the RBA are giving us stability for the near future. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU…
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Michael Knox, Morgans Chief Economist

Following the latest meeting of the Reserve Bank of Australia (RBA), Morgans Chief Economist Michael Knox explains that the RBA minutes don’t say rate cuts are a shoo in at all. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU…
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Michael Knox, Morgans Chief Economist

Morgans Chief Economist Michael Knox explains how the different dates of international financial years generate seasonal variation in the Australian and US stock markets. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU…
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Michael Knox, Morgans Chief Economist

Michael explains how a boom in US corporate liquidity is driving US and Australian stock markets upwards. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU…
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Michael Knox, Morgans Chief Economist

Michael Knox discusses the February 2024 RBA statement, commenting on monetary policy. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU…
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Michael Knox, Morgans Chief Economist

1 FED - Quantitative Tightening with a Rate Cut Chaser? | Michael Knox, Morgans Chief Economist 6:03
Morgans Chief Economist Michael Knox says that Federal Reserve rate cuts later this year will be shaded by a major program of quantitative tightening. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU…
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Michael Knox, Morgans Chief Economist

Morgans Chief Economist Michael Knox walks us through his model for the US Economy using the Chicago National Activity Indicator, which explains 78% of YoY growth in US GDP. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU…
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Michael Knox, Morgans Chief Economist

Morgans Chief Economist Michael Knox answers eight questions from the media on his current economic outlook, including the Australian Cash Rate. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU…
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Michael Knox, Morgans Chief Economist

1 The FED Says Everything Is “Just Right!” | Michael Knox, Morgans Chief Economist 11:58
11:58
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The Summary of Economic Projections say that rates will fall until 2027. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU…
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Michael Knox, Morgans Chief Economist

1 A Better Outlook For 2024? | Michael Knox, Morgans Chief Economist 10:31
10:31
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Morgans Chief Economist Michael Knox's outlook for the world economy in 2024 is that growth will slow; inflation will fall; and money will flow into Stock Markets. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU…
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Michael Knox, Morgans Chief Economist

Morgans Chief Economist Michael Knox says that core Australian CPI numbers still suggests another RBA rate hike. However, we may not see rates rise until February 2024. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU…
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Michael Knox, Morgans Chief Economist

1 How German saving, finances US debt | Michael Knox, Morgans Chief Economist 13:57
13:57
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Is the US Economy entering Deflation? Morgans Chief Economist Michael Knox responds to that question and says that, the level of the US Bond is now dependent on the German Bond. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU…
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Michael Knox, Morgans Chief Economist

Morgans Chief Economist Michael Knox looks at the key drivers for the lack of a US recession in 2023 and explains why Joe Biden's economic policy isn't more popular. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU…
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Michael Knox, Morgans Chief Economist

Chief Economist Michael Knox comments on Australian monetary policy, following the latest interest rate hike by the RBA. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU…
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Michael Knox, Morgans Chief Economist

Michael Knox, Morgans Chief Economist gives his best value bets for the Melbourne Cup 2023. Our recommendation this year is for an each-way bet on horse no 6, Soulcombe. Remember our recommendation is for the best value bet rather than the highest probability of winning. Gamble responsibly. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU…
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Michael Knox, Morgans Chief Economist

Quantitative Tightening is more powerful than we think. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU
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