Morgans Financial Limited
Michael Knox, Morgans Chief Economist
Morgans Chief Economist Michael Knox provides macro economic updates and details the implications for investors.
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Morgans Financial Limited
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5. Feb 2026
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The Fed at War with the Budget Deficit: Michael Knox, Morgans Chief Economist 10.03.2023 5:55
Why the further rate hikes in the US and Australia are driven by budget deficits. 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
The China Rebound: Michael Knox, Morgans Chief Economist 08.03.2023 5:54
China's recovery makes an Australian recession close to impossible. 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
The Coming Oil Crunch: Michael Knox, Morgans Chief Economist 01.03.2023 6:59
Why the Saudis and the Emirates control the oil price from the second half of 2023. 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
Why Hasn't the US Recession Happened Yet? | Michael Knox, Morgans Chief Economist 22.02.2023 5:50
We think that a shallow US recession has already begun and will continue through the first two quarters of 2023. 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
The Confidence Game That Inflation Will Fall: Michael Knox, Morgans Chief Economist 17.02.2023 25:55
In an ABC Radio interview with Steve Austin, Morgans Chief Economist Michael Knox discusses the Australian economy, interest rate rises, and how the Fed and the RBA are trying to outwit the market. 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. Au...
When Will the Tightening End? | Michael Knox, Morgans Chief Economist 20.12.2022 10:31
How the Fed and the European Central Bank may avoid a sovereign crisis. 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
US RECESSION 2023: Michael Knox, Morgans Chief Economist 14.12.2022 7:32
A US housing slump in the first half of 2023 should be followed in the second half by an oil and gas boom. 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
Why The Australian Cash Rate may peak at 4.85%: Michael Knox, Morgans Chief Economist 08.12.2022 5:58
Morgans Chief Economist Michael Knox explains why the Australian Economy can keep growing when other countries have recessions. 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
The Bond Rally: Michael Knox, Morgans Chief Economist 23.11.2022 8:12
A high US dollar and the prospect of falling inflation are encouraging investment in Australian and Canadian bonds. 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
Why the ASX 200 is still worth 7200 points: Michael Knox, Morgans Chief Economist 16.11.2022 7:54
Back in September, we said the ASX 200 would rally as we came into October and November. Now we can again say why. 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
The FED Gets More Aggressive: Michael Knox, Morgans Chief Economist 09.11.2022 8:32
Morgans Chief Economist Michael Knox thinks the FED funds rate will peak at 5.35% in March 2023. Meanwhile, the RBA continues to slowly follow the FED. 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
Melbourne Cup Strategy 2022: Michael Knox, Morgans Chief Economist 31.10.2022 5:18
Young Werther and Gold Trip are our best-value bets. 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: twi...
A Rich and Confident Country: Michael Knox, Morgans Chief Economist 26.10.2022 9:49
The treasurer's main problem is distributing the benefits of the commodities boom. 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
The LNG Price Boom: Michael Knox, Morgans Chief Economist 19.10.2022 8:41
Strong growth in energy demand in the Indo Pacific not just Europe is driving up the LNG price. 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
The Australian Current Account Boom: Michael Knox, Morgans Chief Economist 12.10.2022 8:21
Rapid growth in the Indo Pacific is generating strong demand for Australian energy exports. 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
RBA Lifts Interest Rates to 2.35%: Michael Knox, Morgans Chief Economist 08.09.2022 9:10
The RBA will continue to tighten rates into our Australian Resources Boom. 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
Why the ASX 200 is worth 7200 points: Michael Knox, Morgans Chief Economist 31.08.2022 5:09
Likely seasonal weakness at the end of September should be followed by a stronger equities market in the final quarter. 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
Why the S&P 500 is worth 4000 points: Michael Knox, Morgans Chief Economist 11.08.2022 9:57
A peak in core inflation allows an easing of bond yields which together with improved earnings support US equities. 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
RBA Says Inflation Falls in 2023: Michael Knox, Morgans Chief Economist 03.08.2022 8:09
More rate hikes are still to come this year, but the RBA is confident they will master inflation in 2023 and 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
FED Rate Hikes Hard, But Still No Recession: Michael Knox, Morgans Chief Economist 28.07.2022 10:06
The FED lifted interest rates by 75 basis points and says that further rises will continue. 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
Why the RBA will lift rates to 3.5%: Michael Knox, Morgans Chief Economist 21.07.2022 9:50
Michele Bullock has suggested that the real neutral rate is one to one and a half percent. 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
Strong US Employment will lead to a July Rate Hike: Michael Knox, Morgans Chief Economist 13.07.2022 7:58
The FED needs to slow employment growth from 372,00 per month to 100,000 per month. This will likely lead to another 75 basis point rate hike in July 2022. 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
RBA Rapid Fire Rate Hikes: Michael Knox, Morgans Chief Economist 06.07.2022 5:23
The Fed and the RBA are pulling Pandemic support as rapidly as they dare. 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
The US Recession That Isn't There: Michael Knox, Morgans Chief Economist 29.06.2022 13:35
US slowdown, Australian boom. Chicago FED National Activity Index: https://www.chicagofed.org/research/data/cfnai/current-data 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
Why the ASX 200 is worth 7100 points: Michael Knox, Morgans Chief Economist 21.06.2022 9:12
The ASX 200 is the most undervalued it's been since 2012 and 2013. It needs time to base. A strong rally is likely by the end of 2022. 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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