Morgans Financial Limited
Michael Knox, Morgans Chief Economist
Morgans Chief Economist Michael Knox provides macro economic updates and details the implications for investors.
Author
Morgans Financial Limited
Category
Podcast website
Latest episode
Feb 5, 2026
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Episodes
US advance retail sales: Michael Knox, Morgans Chief Economist 22.07.2020 7:11
A rapid recovery in US advanced retail sales suggests a more rapid recovery for the US economy.
The expansion of the US budget deficit and commodity prices: Michael Knox, Morgans Chief Economist 15.07.2020 10:24
Michael Knox Morgans Chief Economist, discusses how just as in the previous business cycle, expansion in the US budget deficit should see a fall in the US dollar and a rise in commodity prices.
Recovery from the pandemic: Michael Knox, Morgans Chief Economist 08.07.2020 14:10
Michael Knox, Morgans Chief Economist discusses how the Australian and US economies will recover rapidly, but the US equities market has moved too far ahead.
Questions to the RBA: Michael Knox, Morgans Chief Economist 01.07.2020 16:07
Morgans Chief Economist Michael Knox, discusses how he prepared 4 questions for the RBA Deputy Governor Guy Debelle, at an event hosted by the Economic Society of Australia (QLD) and Morgans Financial on 30 June 2020. The Governor's answers, surprised our Chief Economist.
Why is the Australian dollar so strong? Michael Knox, Morgans Chief Economist 24.06.2020 6:43
Aggressive rate cuts by the Fed led the US dollar to fall and the Australian dollar to rise.
Whatever we can and as long as it takes: Michael Knox, Morgans Chief Economist 17.06.2020 9:10
Morgans Chief Economist Michael Knox discusses the road ahead for the Fed.
A third quarter correction in the S&P 500?: Michael Knox, Morgans Chief Economist 10.06.2020 11:57
Morgans Chief Economist Michael Knox discusses how the second-quarter earnings will likely disappoint.
Why the Fed and the RBA won't follow Europe into negative interest rates: Michael Knox, Morgans Chief Economist 04.06.2020 11:13
Morgans Chief Economist Michael Knox, discusses how Fed research show that negative interest rates damage the ability of the banking system to provide liquidity in times of crisis. They also damage the return on assets of banks even in normal times.
Chinese Industry Recovers: Michael Knox, Morgans Chief Economist 26.05.2020 6:35
Chinese crude steel production is up 0.2% over a year ago. The output of steel products is up by 3.6%
The congressional budget office and the crisis: Michael Knox, Morgans Chief Economist 21.05.2020 8:22
Rapid recovery begins in the US in Q3 2020.
Turning points in the US economy: Michael Knox, Morgans Chief Economist 13.05.2020 10:55
Morgans Chief Economist Michael Knox, discusses how a horrific fall in US GDP in Q2 of 2020 will be followed by stability and a little growth in Q3. Growth then rapidly accelerates as we move into 2021.
When oil hits bottom: Michael Knox, Morgans Chief Economist 29.04.2020 10:49
Morgans Chief Economoist Michael Knox discusses how a recovery in the Chinese and US economies, will generate an increase in oil demand and begin a recovery in the oil price.
China bets they have beaten the pandemic: Michael Knox, Morgans Chief Economist 22.04.2020 9:17
Michael Knox Morgans Chief Economist discusses how the Chinese economy is almost back to full production, based on the view that they have already overcome the pandemic.
Why the "bang for the buck" for fiscal spending now, is twice as large as in the GFC: Michael Knox 15.04.2020 10:52
Morgans Chief Economist, Michael Knox, discusses how the Australian fiscal multiplier, is twice as large. Well, it is all because interest rates are near zero.
The outlook for the US economy for the year ahead: Michael Knox, Morgans Chief Economist 08.04.2020 9:25
Morgans Chief Economist Michael Knox, discusses how 2020 will be tough, 2021 and 2022 will be boom years.
How Scott Morrison's Job Keeper Allowance, supports the Australian economy: Michael Knox 31.03.2020 7:20
Morgans Chief Economist Michael Knox discusses how Keeping workers employed now, should enable a rapid recovery of the Australian economy in the second half of calendar 2020.
Why The Fed Can Make U.S 4 Trillion Dollars Of New Commercial Loans: Michael Knox 30.03.2020 4:49
Michael Knox, Morgans Chief Economist discusses how an extra USD 454 Billion of Treasury Reserve, dramatically expands the Fed lending ability.
Can the government spend our way out of trouble? Michael Knox, Morgans Chief Economist 24.03.2020 6:41
Fiscal expansion in both Australia and the US should support the economy in an otherwise bad second calendar quarter. Morgans Chief Economist, Michael Knox, details the impact of current government intervention in both Australia and the United States of America.
RBA Aggressive Expansion: Michael Knox, Morgans Chief Economist 20.03.2020 5:58
The RBA has cut rates, started Quantitative Easing and begun a funding for lending program to support bank lending to business
The Fed catches a falling S&P 500: Michael Knox, Morgans Chief Economist 17.03.2020 7:29
US Health Czar Dr. Anthony Fauci tells us that July is the longest this emergency can last. Morgans Chief Economist, Michael Knox, touches on this and the Fed's most recent decisions in an attempt to extinguish the ongoing effect of COVID-19.
The revenge of the machines: Michael Knox, Morgans Chief Economist 13.03.2020 3:45
The market is being sold down by machine trading programs focused on momentum. This fall will be brought to an end by a surge in Fed Liquidity.
Defending the economy against pandemic: Michael Knox, Morgans Chief Economist 11.03.2020 8:18
Both the US and Australian governments and their Central banks will support growth through the year ahead.
The China panic: Michael Knox, Morgans Chief Economist 05.03.2020 6:30
The economy of China is sick, but the stronger US economy will support world capital markets. Morgans Chief Economist, Michel Knox, discusses his perspective on the current macro situation with the Morgans network.
Why is US employment so strong? Michael Knox, Morgans Chief Economist 14.02.2020 5:57
Individual tax cuts and rising real wages mean more Americans are seeking work.
Wuhan Coronavirus: Michael Knox, Morgans Chief Economist 05.02.2020 7:47
Where might it have come from; how fast is it growing; what are its effects on the Australian Economy?
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