Najlepsze podcasty z kategorii: Michael Morgan (2024)

1
Why RBA Rate Cuts Must Wait | Michael Knox, Morgans Chief Economist 9:31

7M ago9:31

9:31

Morgans Chief Economist Michael Knox says that for the RBA to get inflation down to 2.5%, unemployment must rise above 4.5% in Australia.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our latest articles: https://morgans.com.au/insightsOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans…

1
FED Eases Quantitative Tightening | Michael Knox, Morgans Chief Economist 7:46

7M ago7:46

7:46

Morgans Chief Economist Michael Knox says that though the FED are easing quantitative tightening, US consumer demand is still too healthy to allow rate cuts.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgan…

1
US GROWTH – Just where the Fed Needs It | Michael Knox, Morgans Chief Economist 5:38

7M ago5:38

5:38

Our Model of US GDP says steady growth just below trend. Just where the Fed needs it to keep US Inflation falling.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansA…

1
Australia Needs Higher Unemployment to Push Down Rates | Michael Knox, Morgans Chief Economist 14:24

7M ago14:24

14:24

A slowing economy and rising unemployment pushes down interest rates.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU…

1
Still Room For FED Rate Cuts | Michael Knox, Morgans Chief Economist 6:05

8M ago6:05

6:05

Morgans Chief Economist Michael Knox gives an update on the Fed Funds and the RBA Cash Rate. Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU…

1
Big US budget deficit is driving the stock market higher | Michael Knox, Morgans Chief Economist 15:35

8M ago15:35

15:35

Strong corporate profits drive corporate yields lower and stock prices higher.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU…

1
Unemployment Must Rise for the Cash Rate to Fall | Michael Knox, Morgans Chief Economist 8:11

8M ago8:11

8:11

Inflation tells us why cash rates are where they are, and unemployment tells us where cash rates will be.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU…

1
The FED says 'No US Recession' | Michael Knox, Morgans Chief Economist 4:28

8M ago4:28

4:28

Morgans Chief Economist Michael Knox uses the Chicago Fed National Activity Indicator to model the US economy and explain why there is no incoming US Recession. Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Mo…

1
Two Part Paradox at the Federal Reserve | Michael Knox, Morgans Chief Economist 8:35

8M ago8:35

8:35

Following the Federal Reserve's latest two-day monetary policy meeting, Morgans Chief Economist Michael Knox says, "yes the FED rates will fall, but only so far."Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/M…

1
The Reserve Bank of Australia Stands on Stability | Michael Knox, Morgans Chief Economist 3:29

9M ago3:29

3:29

Following the RBA's recent decision to hold interest rates, RBA Governor Michelle Bullock said, "where we are now is where we need to be." Chief Economist Michael Knox gives his comments on this saying that the RBA are giving us stability for the near future.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog…

1
Wait a minute! Are the RBA Cutting Rates Soon? | Michael Knox, Morgans Chief Economist 5:10

9M ago5:10

5:10

Following the latest meeting of the Reserve Bank of Australia (RBA), Morgans Chief Economist Michael Knox explains that the RBA minutes don’t say rate cuts are a shoo in at all.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.…

1
Is it the Season to be Bullish? | Michael Knox, Morgans Chief Economist 7:22

10M ago7:22

7:22

Morgans Chief Economist Michael Knox explains how the different dates of international financial years generate seasonal variation in the Australian and US stock markets.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagr…

1
Why The Stock Market Is Just So Strong! | Michael Knox, Morgans Chief Economist 7:30

10M ago7:30

7:30

Michael explains how a boom in US corporate liquidity is driving US and Australian stock markets upwards.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU…

1
Don't hold your breath for RBA cash rate cuts! | Michael Knox, Morgans Chief Economist 8:13

10M ago8:13

8:13

Michael Knox discusses the February 2024 RBA statement, commenting on monetary policy. Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU…

1
FED - Quantitative Tightening with a Rate Cut Chaser? | Michael Knox, Morgans Chief Economist 6:03

10M ago6:03

6:03

Morgans Chief Economist Michael Knox says that Federal Reserve rate cuts later this year will be shaded by a major program of quantitative tightening.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.Austr…

1
Our Model for the US Economy is Working! | Michael Knox, Morgans Chief Economist 6:29

10M ago6:29

6:29

Morgans Chief Economist Michael Knox walks us through his model for the US Economy using the Chicago National Activity Indicator, which explains 78% of YoY growth in US GDP.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.inst…

1
Eight Questions from the Media | Michael Knox, Morgans Chief Economist 9:11

11M ago9:11

9:11

Morgans Chief Economist Michael Knox answers eight questions from the media on his current economic outlook, including the Australian Cash Rate.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn…

1
The FED Says Everything Is “Just Right!” | Michael Knox, Morgans Chief Economist 11:58

12M ago11:58

11:58

The Summary of Economic Projections say that rates will fall until 2027.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU…

1
A Better Outlook For 2024? | Michael Knox, Morgans Chief Economist 10:31

12M ago10:31

10:31

Morgans Chief Economist Michael Knox's outlook for the world economy in 2024 is that growth will slow; inflation will fall; and money will flow into Stock Markets.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/…

1
Australian CPI Suggests Another RBA Rate Hike | Michael Knox, Morgans Chief Economist 6:40

1y ago6:40

6:40

Morgans Chief Economist Michael Knox says that core Australian CPI numbers still suggests another RBA rate hike. However, we may not see rates rise until February 2024.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram…

1
How German saving, finances US debt | Michael Knox, Morgans Chief Economist 13:57

1y ago13:57

13:57

Is the US Economy entering Deflation? Morgans Chief Economist Michael Knox responds to that question and says that, the level of the US Bond is now dependent on the German Bond.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.…

1
Big Budget Deficits, Bigger US Debt! | Michael Knox, Morgans Chief Economist 9:00

1y ago9:00

9:00

Morgans Chief Economist Michael Knox looks at the key drivers for the lack of a US recession in 2023 and explains why Joe Biden's economic policy isn't more popular.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.co…

1
Upside Inflationary Surprises likely for the RBA! | Michael Knox, Morgans Chief Economist 9:47

1y ago9:47

9:47

Chief Economist Michael Knox comments on Australian monetary policy, following the latest interest rate hike by the RBA.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/Mo…

1
Melbourne Cup Strategy 2023: Michael Knox, Morgans Chief Economist 3:47

1y ago3:47

3:47

Michael Knox, Morgans Chief Economist gives his best value bets for the Melbourne Cup 2023. Our recommendation this year is for an each-way bet on horse no 6, Soulcombe. 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.…

1
FED – Quantitative Tightening | Michael Knox, Morgans Chief Economist 8:40

1y ago8:40

8:40

Quantitative Tightening is more powerful than we think.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAUAutor: Morgans Financial

1
Oil Prices to Rocket! | Michael Knox, Morgans Chief Economist 5:31

1y ago5:31

5:31

With Brent Oil Prices on the rise, Morgans Chief Economist Michael Knox says Europeans will find winter warmth more expensive than anticipated.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn …

1
Oil Prices Still Further To Rise! | Michael Knox, Morgans Chief Economist 11:04

1y ago11:04

11:04

Morgans Chief economist Michael Knox explains how the Saudis "'manage up'' the oil price.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU…

1
Why Commodity Prices will Bottom in March 2024 | Michael Knox, Morgans Chief Economist 10:06

1+ y ago10:06

10:06

Morgans Chief Economist Michael Knox says that big swings in the US budget deficit are driving big swings in commodities.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/M…

1
Where is the US Recession? | Michael Knox, Morgans Chief Economist 6:41

1+ y ago6:41

6:41

Morgans Chief Economist Michael Knox explains that faster than expected US growth is driving US bond yields higher.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/Morgans…

1
Brent Oil US $118 by March 2024? | Michael Knox, Morgans Chief Economist 7:30

1+ y ago7:30

7:30

IEA numbers suggest a tight market for oil.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAUAutor: Morgans Financial

1
RBA Pauses To Change Command: Michael Knox, Morgans Chief Economist 8:43

1+ y ago8:43

8:43

Morgans Chief Economist Michael Knox thinks the RBA has paused rate hikes to allow time for Michelle Bullock to calmly take up the role of Governor from Philip Lowe.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.co…

1
FED plays tough - Next step 5.6% | Michael Knox, Morgans Chief Economist 7:56

1+ y ago7:56

7:56

When will the FED start cutting interest rates? Morgans Chief Economist Michael Knox says there are still more hikes to come, following a FED rate hike of 25 points in July, as expected. Another 25-point hike is expected in September.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/Blog…

1
Suffering through a US Soft Landing: Michael Knox, Morgans Chief Economist 7:07

1+ y ago7:07

7:07

People who hoped for a US soft landing should be careful what they wish for.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU…

1
The New RBA? | Michael Knox, Morgans Chief Economist 6:45

1+ y ago6:45

6:45

Morgans Chief Economist Michael Knox gives us a debrief from the Economics Society of Australia's business lunch; where the RBA governor Philip Lowe announced changes following the RBA review, which creates "A Federal Reserve With Australian Characteristics.” Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blo…

1
A New Energy Crisis? | Michael Knox, Morgans Chief Economist 8:11

1+ y ago8:11

8:11

Our model, based on the International Energy Agency's (IEA) estimates, suggests an oil price of $US113 per barrel in Q2 2024.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.c…

1
The FED shoots for 5.6%! | Michael Knox, Morgans Chief Economist 4:11

1+ y ago4:11

4:11

The summary of economic projections for June suggests there will be two more rate hikes from the Federal Reserve. One in July and another in September. Morgans Chief Economist discusses when we may see a reduction in interest rates.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn…

1
Australian Cash Rates to Peak at 4.85%? | Michael Knox, Morgans Chief Economist 7:43

1+ y ago7:43

7:43

It's Labor Governments that tend to finish tightening with the Cash Rate above the Fed funds Rate.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU…

1
The FED has still more work to do! | Michael Knox, Morgans Chief Economist 7:06

1+ y ago7:06

7:06

Morgans Chief Economist Michael Knox says that stubborn inflation means one to two more rate hikes may still be required before the job is done by the Federal Reserve.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.…

1
Why Oil must rise over $US 100 per Barrel: Michael Knox, Morgans Chief Economist 7:13

1+ y ago7:13

7:13

The International Energy Agency (IEA) estimates world oil demand 2 million barrels a day higher than supply in the second half of 2023.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter:…

1
Shutdown! Recession! Default? | Michael Knox, Morgans Chief Economist 9:30

1+ y ago9:30

9:30

Morgans Chief Economist Michael Knox discussed the US economy and the possibility of shutdown by the US Government and what effect that will have for the next several quarters.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.i…

1
No Fat Lady at the FED: Michael Knox, Morgans Chief Economist 6:36

1+ y ago6:36

6:36

A very tight US labour market means another FED rate hike is likely before the FED pauses in June.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU…

1
Why the Oil Price Must Rise! | Michael Knox, Morgans Chief Economist 7:36

1+ y ago7:36

7:36

The International Energy Agency in its April Oil Report tells us why the oil price must rise in the second half of 2023.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/Mo…

1
Who Stole My US Recession? | Michael Knox, Morgans Chief Economist 4:24

1+ y ago4:24

4:24

A consensus of the best US forecasters is that after a fall in output in Q2 2023, US GDP will likely rebound to slow but consistent growth.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twit…

1
RBA Makes Base – Still To Conquer the Peak: Michael Knox, Morgans Chief Economist 9:49

1+ y ago9:49

9:49

Morgans Chief Economist Michael Knox believes that after a pause, RBA rates should still climb toward 4.85%.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU…

1
Only One More FED Rate Hike? | Michael Knox, Morgans Chief Economist 7:42

1+ y ago7:42

7:42

New FED facility backs small banks and surges FED assets.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAUAutor: Morgans Financial

1
Why the RBA must stop inflation NOW! | Michael Knox, Morgans Chief Economist 7:32

1+ y ago7:32

7:32

This audio comes from an interview with Michael Knox by ABC Radio presenter Steve Austin on the 8th March 2023.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU…

1
The Fed at War with the Budget Deficit: Michael Knox, Morgans Chief Economist 5:54

1+ y ago5:54

5:54

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.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU…

1
The China Rebound: Michael Knox, Morgans Chief Economist 5:53

1+ y ago5:53

5:53

China's recovery makes an Australian recession close to impossible.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU…

1
The Coming Oil Crunch: Michael Knox, Morgans Chief Economist 6:58

2y ago6:58

6:58

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.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU…

1
Why Hasn't the US Recession Happened Yet? | Michael Knox, Morgans Chief Economist 5:49

2y ago5:49

5:49

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.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU…

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