Morgans Financial

Michael Knox, Morgans Chief Economist

Business EN ↓ 263 episodes

Author

Morgans Financial

Category

Business

Podcast website

soundcloud.com

Latest episode

Dec 18, 2025

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Episodes

Biden’s oil and gas lease pause, adds $US 13.00 per barrel to West Texas intermediate grade. 07.10.2021

Our Model of the US oil price is based on EIA oil stocks, and the pause announcement. The chance of the pause announcement having no impact on the oil price is 2 chances in 10,000. Michael Knox Morgans Chief Economist discusses with the network. 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/Morga...

GDP and jobs in the face of shutdown: Michael Knox, Morgans Chief Economist 29.09.2021

The Australian economy will accelerate out of this shutdown with very strong growth in 2022. Michael Knox discusses with the Morgans network. 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 #Economy #GDP...

Will Evergrande cause a global financial crisis?: Michael Knox, Morgans Chief Economist 23.09.2021

We think Chinese currency regulation is a firewall for the world against the Chinese domestic crisis. We also think iron ore prices should recover after February next year. Michael Knox discusses his views with the Morgans network. 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 Instag...

US corporate tax increases: Michael Knox, Morgans Chief Economist 15.09.2021

The US is considering big hikes in corporate tax rates in the coming weeks. Will the market take fright? Michael Knox Morgans Chief Economist.

The Australian economy enters a world trade boom: Michael Knox, Morgans Chief Economist 09.09.2021

High prices for Australian metals and farm exports will generate higher living standards, and lower unemployment over the next three years. 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 #Economy #Trade...

Iron ore falls back near fair value: Michael Knox, Morgans Chief Economist 01.09.2021

Morgans Chief Economist Michael Knox discusses how lower iron ore stocks relative to Chinese consumption, should support iron ore prices around the current value. 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/Mor...

US deficits, commodities and the Aussie dollar: Michael Knox, Morgans Chief Economist 25.08.2021

Strong commodities provide the risk that the Aussie dollar will rise. Michael Knox discusses his views with the Morgans network. 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 #Commodities #AUD #USdefici...

US retail demand still supports strong US growth: Michael Knox, Morgans Chief Economist 19.08.2021

US advance retails sales are drifting down to long-term trend, as US emergency income supports end. Michael Knox, Morgans Chief Economist explains. 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 #Retail...

Australia's second wave commodities boom: Michael Knox, Morgans Chief Economist 11.08.2021

A surge in the demand for Australian resources from Japan and India, boosts commodities as Chinese demand stabilizes. Michael Knox discusses with the Morgans network. 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...

How rising commodity prices support real wages: Michael Knox, Morgans Chief Economist 28.07.2021

Rising commodity prices push up nominal GDP, allowing employers to give more jobs to more people. Michael Knox, Morgans Chief Economist shares his views with the network. 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...

GDP Growth in June Quarter should be a strong 1.4%: Michael Knox, Morgans Chief Economist 21.07.2021

Nowcasting the Australian economy on employment and hours worked shows us the rebound is still strong. Michael Knox discusses his views with the Morgans network. 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/Morg...

Headline inflation means headlines. Trimmed mean means Policy: Michael Knox, Morgans Chief Economist 16.07.2021

The Media publish Headline Inflation. While Central Banks look at the trimmed mean measure of core inflation in order to set policy. Michael Knox discusses his views with the Morgans network. 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. Australi...

Why the RBA must drive up real wages: Michael Knox, Morgans Chief Economist 12.07.2021

The RBA believes it must drive down unemployment, to drive up real wages and hit their inflation target. Michael Knox discusses his views with the Morgans network. 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/Mo...

Why quantitative easing must continue: Michael Knox, Morgans Chief Economist 07.07.2021

Low cash rates and QE are both necessary to keep unemployment low enough to generate wage and price growth. Michael Knox discusses his views with the Morgans network.

When will the RBA end quantitative easing? Michael Knox, Morgans Chief Economist 30.06.2021

The RBA must continue quantitative easing until after unemployment has fallen below 4.5% and after the RBA inflation target is already being hit. Michael Know Morgans Chief Economist discusses with the Morgans network. 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.inst...

An old timey model of the Aussie Dollar: Michael Knox, Morgans Chief Economist 24.06.2021

Michael Knox, Morgans Chief Economist discusses with the Morgans network how the Aussie dollar should rise, to catch up with rises in commodity prices. 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 Feds employment boom: Michael Knox, Morgans Chief Economist 17.06.2021

Jay Powell thinks that rapid US employment growth is the standout issue in the US economy, not inflation. 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 #TheFed #Economy #JayPowell

Australian GDP and the iron ore price: Michael Knox, Morgans Chief Economist 03.06.2021

A tight market for iron ore generates more income to employ more Australians, and lift GDP. Michael Knox discusses with the Morgans network. 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 #GDP #Ironore #...

The US Boom: Michael Knox, Morgans Chief Economist 19.05.2021

US output and inflation for the next four years. 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

Is the US CPI a shock? Michael Knox, Morgans Chief Economist 13.05.2021

The US economy gets moving again. Michael Knox Morgans Chief Economist explains. 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 #USCPI #Economy #USEconomy

Why the RBA July meeting in Brisbane is so important: Michael Knox, Morgans Chief Economist 06.05.2021

Both the RBA and the Fed need to get unemployment much lower to get wages inflation 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

Reflation, not Inflation: Michael Knox, Morgans Chief Economist 29.04.2021

Growth surprises on the high side, inflation surprises on the low side. Michael Knox details his perspective with the Morgans network. 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 #Growth #Inflation #E...

A stronger Australian dollar: Michael Knox, Morgans Chief Economist 15.04.2021

We expect the Australian dollar to be significantly stronger as we move into the second half of calendar 2021 . #Economy #AUD

Taxes are the wall this US expansion will run into: Michael Knox, Morgans Chief Economist 08.04.2021

Chief Economist Michael Knox speaks to the Morgans Network and explains why Biden taxes are not for infrastructure, but for welfare. 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 #Economy #Industry #Bid...

Is the outlook for the Australian economy good or better than good? Michael Knox, Chief Economist 31.03.2021

Very high US growth in 2021 could help Australia to outperform. Morgans Chief Economist Michael Knox discusses and answers questions from the Morgans network, regarding Australia's growth in 2021. 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. Aus...

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