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

Why the Fed won’t lift the fed funds rate any time soon: Michael Knox, Morgans Chief Economist 23.03.2021

Bond yields are going up because growth is so strong, not because of inflation.

An American Welfare State: Michael Knox, Morgans Chief Economist 16.03.2021

The Covid-19 rescue bill contains sweeping reforms to the US social safety net. Michael Knox discusses the implications of the bill, 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/Morgans...

US$1.9 trillion spending bill fuels the commodity boom for the year ahead 24.02.2021

Economic Strategist Michael Knox outlines how the US deficit (almost the largest since WW2) will drive a boom in international trade in 2021 and 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

The two biggest US budget deficits since WW2: Michael Knox, Morgans Chief Economist 17.02.2021

The US budget deficits of 2020 and 2021 drive the $US down and commodity prices up. Chief Economist, Michael Knox shares his latest thoughts 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...

The FED – allowing the economy to run hot: Michael Knox, Morgans Chief Economist 10.02.2021

The Fed now intends to run inflation above 2% for some time. Michael Knox Morgans Chief Economist explains what this means for the bond market in two to three years’ time. 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: twitte...

Why is the oil price rising? Michael Knox, Morgans Chief Economist 03.02.2021

Why the decline of US feedstock oil is allowing a rise in oil prices? Michael Knox shares his insights 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

The Australian V-shape recovery continues: Michael Knox, Morgans Chief Economist 26.01.2021

We estimate Australian GDP grew by 2.7% in Q4 2020. Michael Knox, Morgans Chief Economist discusses how the Australian economy is recovering, following the Covid-19 pandemic in 2020. 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 Twit...

The Australian V shaped recovery: Michael Knox, Morgans Chief Economist 19.01.2021

Surprising strength in hours worked, suggest surprising strength in GDP. Michael Knox explains how the recovery in the Australian economy is unfolding post Covid-19. 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/...

The RBA can limit the rise of the Australian Dollar but not prevent it: Michael Knox 17.12.2020

The RBA will need to keep quantitative easing in place for at least three years and probably four. Morgans Chief Economist Michael Knox shares his thoughts with the Morgans network. Check out more from Morgans: Visit the Morgans website: https://www.morgans.com.au Check out our blog: https://www.morgans.com.au/Blog On Facebook: https://www.facebook.com/MorgansAU On Instagram: https://www.instagram...

US risk and US opportunity: Michael Knox, Morgans Chief Economist 10.12.2020

The US economy is strong, but Biden's tax policy could derail earnings. Morgans Chief Economist, Michael Knox, touches on how he believes the Biden program may influence both the US economy and after-tax earnings 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.i...

Will oil break upwards? Michael Knox, Morgans Chief Economist 25.11.2020

Michael Knox discusses how the falling US oil stock levels and a falling US dollar will help oil trade upwards over the next 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/morgans #Oil #Brent #Morgans #OPE...

Are emerging economies about to boom? Michael Knox, Morgans Chief Economist 23.11.2020

A falling US Dollar and cheap US rates should generate increased US dollar finance for trade-in emerging economy 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/morgans

US Political risk, stock market risk, commodity opportunity: Michael Knox, Morgans Chief Economist 11.11.2020

US Election still subject to recounts and court action, Equities blind to value risk, but big US Budget Deficit will drive US Dollar down and commodity prices up. Morgans Chief Economist, Michael Knox analyses what could possibly happen in the US economy, following the presidential election. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans....

Not less than zero: Michael Knox, Morgans Chief Economist 09.11.2020

The RBA tells us that Australian Rates will not go negative, Michael Knox explains 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?lang=en

Trump Vs. Biden: Beware of left wing populists bearing gifts: Michael Knox, Morgans Chief Economist 30.10.2020

With the US presidential election taking place next week, Morgans Chief Economist Michael Knox, explains how both programs -from Trump and Biden- produce large stimulus. Unfortunately, the Biden program includes large business taxes and business regulations. These damage employment, GDP, and living standards. Check out more from Morgans: Visit the Morgans website: https://www.morgans.com.au Check...

The effects on deficit - Trump Vs. Biden: Michael Knox, Morgans Chief Economist 22.10.2020

Trump cuts Tax, Biden lifts Tax: both add deficit stimulus. Morgans Chief Economist, Michael Knox details the implications on the US deficit by either potentially elected presidential candidate.

Zandi Versus the Fed: Michael Knox Morgans Chief Economist 15.10.2020

Michael Knox discusses how Mark Zandi of Moodys, estimates that the Biden Program achieves 4.1 % unemployment in 2023.

This House stands with you: Michael Knox, Morgans Chief Economist 08.10.2020

Flood, drought, fires, and a global pandemic are met with invisible strength but visible support. Morgans Chief Economist, Michael Knox, breaks down the Australian Federal Budget for 2020.

Quantitative easing as a long term strategy: Michael Knox, Morgans Chief Economist 29.09.2020

Chief Economist Michael Knox discusses why Australian Quantitative easing should last at least until 2024.

Does Trump still have a chance in November: Michael Knox, Morgans Chief Economist 23.09.2020

Chief Economist Michael Knox discusses the latest model predictions on the victor of this year's US Presidential election.

US initial jobless claims are not bad: Michael Knox, Morgans Chief Economist 21.09.2020

Michael Know Morgans Chief Economist discusses how the rapid decline in US jobless claims, should signal a faster than expected recovery in US GDP.

World recovery from pandemic: Michael Knox, Morgans Chief Economist 31.08.2020

"It took enormous work by both Central Banks and Governments to stop the Pandemic turning into an extended financial crisis." Morgans Chief Economist, Michael Knox, provides the network with his latest macro-economic perspective.

Stunning recovery in the US third quarter GDP: Michael Knox Morgans Chief Economist 19.08.2020

The sharp fall in initial jobless claims, record high retail sales and the stunningly high nowcast of US third quarter GDP all suggest that this crisis was a natural disaster not a recession.

Is the pandemic more like a natural disaster than the Great Recession? Michael Knox 12.08.2020

Morgans Chief Economist Michael Knox discusses how two researchers from the New York Fed, have found the economic effect of the pandemic has had a similar impact as that of hurricane Katrina in August 2005.

Recovery In The Euro Area: Michael Knox, Morgans Chief Economist 06.08.2020

A rise in the Euro Area Economic Sentiment Index suggests a rapid early lift in Euro Area GDP.

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