Michael Knox, Morgans Chief Economist episodes:

• October 03, 2019One more Australian rate cut, then quantitative easing: Michael Knox, Morgans Chief Economist

  The RBA needs to get unemployment down to 4.00%, before it can raise core inflation to 2.5%

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• September 25, 2019Why the Fed is wrong: Michael Knox, Morgans Chief Economist

  The Fed is vastly underestimating the possibility of an economic slump in 2021.

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• September 18, 2019The likely US response to Iran attacks: Michael Knox, Morgans Chief Economist

  The US will likely maintain sanctions but attack Iran's capacity to conduct such strikes in the future.

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• September 16, 2019Initial response to the attack on Saudi oil refineries: Michael Knox, Morgans Chief Economist

  The distance between Yemen and eastern Saudi Arabia suggests that an attack by Yemeni rebels is implausible.

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• September 11, 2019How a Chinese RMB crisis caused the bond bubble: Michael Knox, Morgans Chief Economist

  Rising US tariffs on Chinese imports have caused a falling Chinese RMB,

  which in turn has lead to a flight of Chinese capital into US Treasury bonds.

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• August 28, 2019The new Trump / China tariffs: Michael Knox, Morgans Chief Economist

  We look at how further Trump tariffs affect the US and Chinese economies. We also look at US and Australian equities.

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• August 21, 2019Trump and the Fed: Michael Knox Morgans Chief Economist

  Trump has two reasons for saying the Fed should cut rates:

  The first is political;

  The second is that, he is right.

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• August 16, 2019The US yield curve and the US recession: Michael Knox, Morgans Chief Economist

  The inversion of the US yield curve, is suggesting a soft landing for the US economy in 2021.

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• August 14, 2019The outlook for the USA, the euro area, Japan and Australia: Michael Knox, Morgans Chief Economist

  In 2019 and 2020, Australia will grow twice as fast as the euro area, twice as fast as Japan and faster than the USA.

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• August 08, 2019Trump Tariffs China: Michael Knox, Morgans Chief Economist

  The US economy is slowing because of the Fed, not because of the dispute with China.

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