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Morgans Financial Limited and Morgans Financial에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Morgans Financial Limited and Morgans Financial 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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In Her Ellement
1 Bringing Your Whole Self to Work with Port of Rotterdam’s Saskia Mureau 21:38
21:38
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21:38People want to feel supported and safe at work – and inspired to innovate. What can people working at large corporations do to create this kind of environment? Saskia Mureau is the Director of Customer Digital at the Port of Rotterdam where she is harnessing digital systems to reduce emissions. She is passionate about creating inclusive workplaces where psychological safety and collaboration drive meaningful change. In this episode, Kamila sits down with Suchi to talk about why she chose to work at large corporations rather than startups. Saskia also reflects on her personal experiences, including navigating IVF while at work, and discusses how organizations can foster environments where employees feel empowered to bring their whole selves to work. Links: Saskia Mureau on Linkedin WHO infertility research BCG 2024 report on psychological safety in the workplace Suchi Srinivasan on LinkedIn Kamila Rakhimova on LinkedIn About In Her Ellement: In Her Ellement highlights the women and allies leading the charge in digital, business, and technology innovation. Through engaging conversations, the podcast explores their journeys—celebrating successes and acknowledging the balance between work and family. Most importantly, it asks: when was the moment you realized you hadn’t just arrived—you were truly in your element? About The Hosts: Suchi Srinivasan is an expert in AI and digital transformation. Originally from India, her career includes roles at trailblazing organizations like Bell Labs and Microsoft. In 2011, she co-founded the Cleanweb Hackathon, a global initiative driving IT-powered climate solutions with over 10,000 members across 25+ countries. She also advises Women in Cloud, aiming to create $1B in economic opportunities for women entrepreneurs by 2030. Kamila Rakhimova is a fintech leader whose journey took her from Tajikistan to the U.S., where she built a career on her own terms. Leveraging her English proficiency and international relations expertise, she discovered the power of microfinance and moved to the U.S., eventually leading Amazon's Alexa Fund to support underrepresented founders. Subscribe to In Her Ellement on your podcast app of choice to hear meaningful conversations with women in digital, business, and technology.…
Is it the Season to be Bullish? | Michael Knox, Morgans Chief Economist
Manage episode 401064979 series 3381907
Morgans Financial Limited and Morgans Financial에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Morgans Financial Limited and Morgans Financial 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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.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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256 에피소드
Manage episode 401064979 series 3381907
Morgans Financial Limited and Morgans Financial에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Morgans Financial Limited and Morgans Financial 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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.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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256 에피소드
Semua episode
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Michael Knox, Morgans Chief Economist
1 Why RBA Rate Cuts Must Wait | Michael Knox, Morgans Chief Economist 9:31
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9:31Morgans 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.au Check out our latest articles: https://morgans.com.au/insights On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU…
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Michael Knox, Morgans Chief Economist
1 FED Eases Quantitative Tightening | Michael Knox, Morgans Chief Economist 7:46
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7:46Morgans 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.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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Michael Knox, Morgans Chief Economist
1 US GROWTH – Just where the Fed Needs It | Michael Knox, Morgans Chief Economist 5:38
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5:38Our 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.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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Michael Knox, Morgans Chief Economist
1 Australia Needs Higher Unemployment to Push Down Rates | Michael Knox, Morgans Chief Economist 14:24
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14:24A slowing economy and rising unemployment pushes down interest rates. 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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Michael Knox, Morgans Chief Economist
1 Still Room For FED Rate Cuts | Michael Knox, Morgans Chief Economist 6:05
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6:05Morgans 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.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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Michael Knox, Morgans Chief Economist
1 Big US budget deficit is driving the stock market higher | Michael Knox, Morgans Chief Economist 15:35
15:35
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15:35Strong corporate profits drive corporate yields lower and stock prices 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…
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Michael Knox, Morgans Chief Economist
1 Unemployment Must Rise for the Cash Rate to Fall | Michael Knox, Morgans Chief Economist 8:11
8:11
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8:11Inflation 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.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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Michael Knox, Morgans Chief Economist
1 The FED says 'No US Recession' | Michael Knox, Morgans Chief Economist 4:28
4:28
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4:28Morgans 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.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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Michael Knox, Morgans Chief Economist
1 Two Part Paradox at the Federal Reserve | Michael Knox, Morgans Chief Economist 8:35
8:35
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8:35Following 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.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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Michael Knox, Morgans Chief Economist
1 The Reserve Bank of Australia Stands on Stability | Michael Knox, Morgans Chief Economist 3:29
3:29
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3:29Following 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.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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Michael Knox, Morgans Chief Economist
1 Wait a minute! Are the RBA Cutting Rates Soon? | Michael Knox, Morgans Chief Economist 5:10
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5:10Following 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.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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Michael Knox, Morgans Chief Economist
1 Is it the Season to be Bullish? | Michael Knox, Morgans Chief Economist 7:22
7:22
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7:22Morgans 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.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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Michael Knox, Morgans Chief Economist
1 Why The Stock Market Is Just So Strong! | Michael Knox, Morgans Chief Economist 7:30
7:30
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7:30Michael 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.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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Michael Knox, Morgans Chief Economist
1 Don't hold your breath for RBA cash rate cuts! | Michael Knox, Morgans Chief Economist 8:13
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8:13Michael Knox discusses the February 2024 RBA statement, commenting on monetary policy. 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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Michael Knox, Morgans Chief Economist
1 FED - Quantitative Tightening with a Rate Cut Chaser? | Michael Knox, Morgans Chief Economist 6:03
6:03
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6:03Morgans 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.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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Michael Knox, Morgans Chief Economist
1 Our Model for the US Economy is Working! | Michael Knox, Morgans Chief Economist 6:29
6:29
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6:29Morgans 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.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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Michael Knox, Morgans Chief Economist
1 Eight Questions from the Media | Michael Knox, Morgans Chief Economist 9:11
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9:11Morgans 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.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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Michael Knox, Morgans Chief Economist
1 The FED Says Everything Is “Just Right!” | Michael Knox, Morgans Chief Economist 11:58
11:58
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11:58The Summary of Economic Projections say that rates will fall until 2027. 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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Michael Knox, Morgans Chief Economist
1 A Better Outlook For 2024? | Michael Knox, Morgans Chief Economist 10:31
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10:31Morgans 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.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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Michael Knox, Morgans Chief Economist
1 Australian CPI Suggests Another RBA Rate Hike | Michael Knox, Morgans Chief Economist 6:40
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6:40Morgans 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.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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Michael Knox, Morgans Chief Economist
1 How German saving, finances US debt | Michael Knox, Morgans Chief Economist 13:57
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13:57Is 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.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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Michael Knox, Morgans Chief Economist
1 Big Budget Deficits, Bigger US Debt! | Michael Knox, Morgans Chief Economist 9:00
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9:00Morgans 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.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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Michael Knox, Morgans Chief Economist
1 Upside Inflationary Surprises likely for the RBA! | Michael Knox, Morgans Chief Economist 9:47
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9:47Chief 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.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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Michael Knox, Morgans Chief Economist
1 Melbourne Cup Strategy 2023: Michael Knox, Morgans Chief Economist 3:47
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3:47Michael 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.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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Michael Knox, Morgans Chief Economist
1 FED – Quantitative Tightening | Michael Knox, Morgans Chief Economist 8:40
8:40
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8:40Quantitative Tightening is more powerful than we think. 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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Michael Knox, Morgans Chief Economist
1 Oil Prices to Rocket! | Michael Knox, Morgans Chief Economist 5:31
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5:31With 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.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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Michael Knox, Morgans Chief Economist
1 Oil Prices Still Further To Rise! | Michael Knox, Morgans Chief Economist 11:04
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11:04Morgans 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.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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Michael Knox, Morgans Chief Economist
1 Why Commodity Prices will Bottom in March 2024 | Michael Knox, Morgans Chief Economist 10:06
10:06
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10:06Morgans 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.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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Michael Knox, Morgans Chief Economist
1 Where is the US Recession? | Michael Knox, Morgans Chief Economist 6:41
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6:41Morgans 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.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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Michael Knox, Morgans Chief Economist
1 Brent Oil US $118 by March 2024? | Michael Knox, Morgans Chief Economist 7:30
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7:30IEA numbers suggest a tight market for oil. 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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Michael Knox, Morgans Chief Economist
1 RBA Pauses To Change Command: Michael Knox, Morgans Chief Economist 8:43
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8:43Morgans 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.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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Michael Knox, Morgans Chief Economist
1 FED plays tough - Next step 5.6% | Michael Knox, Morgans Chief Economist 7:56
7:56
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7:56When 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.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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Michael Knox, Morgans Chief Economist
1 Suffering through a US Soft Landing: Michael Knox, Morgans Chief Economist 7:07
7:07
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7:07People 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.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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Michael Knox, Morgans Chief Economist
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.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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Michael Knox, Morgans Chief Economist
1 A New Energy Crisis? | Michael Knox, Morgans Chief Economist 8:11
8:11
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8:11Our 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.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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Michael Knox, Morgans Chief Economist
1 The FED shoots for 5.6%! | Michael Knox, Morgans Chief Economist 4:11
4:11
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4:11The 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.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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Michael Knox, Morgans Chief Economist
1 Australian Cash Rates to Peak at 4.85%? | Michael Knox, Morgans Chief Economist 7:43
7:43
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7:43It'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.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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Michael Knox, Morgans Chief Economist
1 The FED has still more work to do! | Michael Knox, Morgans Chief Economist 7:06
7:06
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7:06Morgans 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.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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Michael Knox, Morgans Chief Economist
1 Why Oil must rise over $US 100 per Barrel: Michael Knox, Morgans Chief Economist 7:13
7:13
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7:13The 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.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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Michael Knox, Morgans Chief Economist
1 Shutdown! Recession! Default? | Michael Knox, Morgans Chief Economist 9:30
9:30
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9:30Morgans 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.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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Michael Knox, Morgans Chief Economist
1 No Fat Lady at the FED: Michael Knox, Morgans Chief Economist 6:36
6:36
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6:36A 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.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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Michael Knox, Morgans Chief Economist
1 Why the Oil Price Must Rise! | Michael Knox, Morgans Chief Economist 7:36
7:36
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7:36The 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.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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Michael Knox, Morgans Chief Economist
1 Who Stole My US Recession? | Michael Knox, Morgans Chief Economist 4:24
4:24
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4:24A 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.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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Michael Knox, Morgans Chief Economist
1 RBA Makes Base – Still To Conquer the Peak: Michael Knox, Morgans Chief Economist 9:49
9:49
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9:49Morgans 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.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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Michael Knox, Morgans Chief Economist
1 Only One More FED Rate Hike? | Michael Knox, Morgans Chief Economist 7:42
7:42
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7:42New FED facility backs small banks and surges FED assets. 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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Michael Knox, Morgans Chief Economist
1 Why the RBA must stop inflation NOW! | Michael Knox, Morgans Chief Economist 7:32
7:32
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7:32This 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.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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Michael Knox, Morgans Chief Economist
1 The Fed at War with the Budget Deficit: Michael Knox, Morgans Chief Economist 5:54
5:54
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5:54Why 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…
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Michael Knox, Morgans Chief Economist
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…
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Michael Knox, Morgans Chief Economist
1 The Coming Oil Crunch: Michael Knox, Morgans Chief Economist 6:58
6:58
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6:58Why 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…
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Michael Knox, Morgans Chief Economist
1 Why Hasn't the US Recession Happened Yet? | Michael Knox, Morgans Chief Economist 5:49
5:49
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5:49We 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…
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Michael Knox, Morgans Chief Economist
1 The Confidence Game That Inflation Will Fall: Michael Knox, Morgans Chief Economist 25:54
25:54
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25:54In 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.Australia On Twitter: twitter.com/MorgansAU…
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Michael Knox, Morgans Chief Economist
1 When Will the Tightening End? | Michael Knox, Morgans Chief Economist 10:30
10:30
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10:30How 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…
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Michael Knox, Morgans Chief Economist
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…
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Michael Knox, Morgans Chief Economist
1 Why The Australian Cash Rate may peak at 4.85%: Michael Knox, Morgans Chief Economist 5:57
5:57
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5:57Morgans 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…
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Michael Knox, Morgans Chief Economist
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…
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Michael Knox, Morgans Chief Economist
1 Why the ASX 200 is still worth 7200 points: Michael Knox, Morgans Chief Economist 7:53
7:53
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7:53Back 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…
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Michael Knox, Morgans Chief Economist
1 The FED Gets More Aggressive: Michael Knox, Morgans Chief Economist 8:31
8:31
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8:31Morgans 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…
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Michael Knox, Morgans Chief Economist
1 Melbourne Cup Strategy 2022: Michael Knox, Morgans Chief Economist 5:17
5:17
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5:17Young 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: twitter.com/MorgansAU…
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Michael Knox, Morgans Chief Economist
1 A Rich and Confident Country: Michael Knox, Morgans Chief Economist 9:48
9:48
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9:48The 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…
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Michael Knox, Morgans Chief Economist
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…
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Michael Knox, Morgans Chief Economist
1 The Australian Current Account Boom: Michael Knox, Morgans Chief Economist 8:20
8:20
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8:20Rapid 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…
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Michael Knox, Morgans Chief Economist
Jay Plays Tough: Michael Knox, Morgans Chief Economist by Morgans Financial
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Michael Knox, Morgans Chief Economist
1 RBA Lifts Interest Rates to 2.35%: Michael Knox, Morgans Chief Economist 9:09
9:09
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9:09The 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…
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Michael Knox, Morgans Chief Economist
1 Why the ASX 200 is worth 7200 points: Michael Knox, Morgans Chief Economist 5:08
5:08
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5:08Likely 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…
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Michael Knox, Morgans Chief Economist
1 Why the S&P 500 is worth 4000 points: Michael Knox, Morgans Chief Economist 9:56
9:56
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9:56A 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…
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Michael Knox, Morgans Chief Economist
1 RBA Says Inflation Falls in 2023: Michael Knox, Morgans Chief Economist 8:08
8:08
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8:08More 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…
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Michael Knox, Morgans Chief Economist
1 FED Rate Hikes Hard, But Still No Recession: Michael Knox, Morgans Chief Economist 10:05
10:05
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10:05The 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…
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Michael Knox, Morgans Chief Economist
1 Why the RBA will lift rates to 3.5%: Michael Knox, Morgans Chief Economist 9:49
9:49
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9:49Michele 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…
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Michael Knox, Morgans Chief Economist
1 Strong US Employment will lead to a July Rate Hike: Michael Knox, Morgans Chief Economist 7:57
7:57
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7:57The 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…
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Michael Knox, Morgans Chief Economist
1 RBA Rapid Fire Rate Hikes: Michael Knox, Morgans Chief Economist 5:22
5:22
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5:22The 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…
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Michael Knox, Morgans Chief Economist
1 The US Recession That Isn't There: Michael Knox, Morgans Chief Economist 13:34
13:34
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13:34US 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…
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Michael Knox, Morgans Chief Economist
1 Why the ASX 200 is worth 7100 points: Michael Knox, Morgans Chief Economist 9:11
9:11
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9:11The 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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Michael Knox, Morgans Chief Economist
1 The FED Shock Rate Hike: Michael Knox, Morgans Chief Economist 12:30
12:30
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12:30The Federal Reserve hikes rates by 75 basis points and tells us they saved the US economy from recession. 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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Michael Knox, Morgans Chief Economist
1 Why The RBA Cash Rate Must Rise: Michael Knox, Morgans Chief Economist 7:57
7:57
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7:57The Australian cash rate is rising with the US effective fed funds rate as rates “normalise” to remove extraordinary pandemic stimulus. 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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Michael Knox, Morgans Chief Economist
1 How to see a US Recession??? | Michael Knox, Morgans Chief Economist 7:29
7:29
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7:29Michael shows how to use the Chicago Fed National Activity Indicator at chicagofed.org to see if a US recession is near. 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…
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Michael Knox, Morgans Chief Economist
1 US Economy's "Soft Landing?" | Michael Knox, Morgans Chief Economist 5:54
5:54
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5:54US GDP growth should slow but low US unemployment should bring rising living standards. 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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Michael Knox, Morgans Chief Economist
1 Why the RBA cash rate may rise to 3.7%: Michael Knox, Morgans Chief Economist 6:42
6:42
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6:42The RBA forecast for core inflation has risen to 4.75% in 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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Michael Knox, Morgans Chief Economist
1 Is the US heading for recession? | Michael Knox, Morgans Chief Economist 6:04
6:04
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6:04We show how to examine the US yield curve to find out when recession is near. 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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Michael Knox, Morgans Chief Economist
1 Powerful Fed Tools will rein in US Inflation: Michael Knox, Morgans Chief Economist 6:29
6:29
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6:29The Fed intends to Sell $US720 billion of Treasury bonds and $US420 billion of Mortgage-backed securities per year, to force up US long-term yields and slow the US Economy. 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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Michael Knox, Morgans Chief Economist
1 Will the Commodities Boom ever rest?: Michael Knox, Morgans Chief Economist 6:12
6:12
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6:12How US budget deficits have driven the Australian 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…
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Michael Knox, Morgans Chief Economist
Unemployment is the lowest in decades. Scarce Labour will now drive up real wages. 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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Michael Knox, Morgans Chief Economist
1 How Budget Deficits Caused US Inflation: Michael Knox, Morgans Chief Economist 13:12
13:12
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13:12The Feds Rate Hikes and quantitative tightening haul down US 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…
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Michael Knox, Morgans Chief Economist
War risk makes it impossible for ships to get insurance to load Russian cargo in the northern black sea. This cripples Russian exports of cargoes of Russia’s own oil and its own wheat. Russians have an incentive to end the war sooner rather than later. 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 #Russia #Ukraine…
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Michael Knox, Morgans Chief Economist
1 The Ukraine Crisis: Michael Knox, Morgans Chief Economist 10:45
10:45
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10:45The Germans are the important players not the Americans. 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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Michael Knox, Morgans Chief Economist
1 The Fed, the RBA and Market Sentiment: Michael Knox, Morgans Chief Economist 8:59
8:59
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8:59We analyse how bearish US stock market sentiment in fact suggests heathy stock market returns. 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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Michael Knox, Morgans Chief Economist
1 Why high inflation is misery: Michael Knox, Morgans Chief Economist 9:30
9:30
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9:30High Inflation drives down real wages. The result of all this stimulus is that US unemployment in December fell to 3.9%. This is full employment on any measure. At this level of a low unemployment, the US economy is running out of people to give extra jobs to. 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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Michael Knox, Morgans Chief Economist
1 Fed Team Player Powell Gets A Second Term: Michael Knox, Morgans Chief Economist 8:08
8:08
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8:08Brainard is brilliant, but Powell a better leader. 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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Michael Knox, Morgans Chief Economist
1 Why The Market Is Still So Strong: Michael Knox, Morgans Chief Economist 11:14
11:14
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11:14We look at the US credit market to find two indicators of stock market health. 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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Michael Knox, Morgans Chief Economist
1 Why The RBA is right to believe that inflation will fall: Michael Knox, Morgans Chief Economist 12:19
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12:19We look at the RBA statement on monetary policy for November, where growth is strong but inflation is not. 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 #RBA #Inflation…
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Michael Knox, Morgans Chief Economist
1 Soft construction brings a weak 3rd quarter for Chinese GDP: Michael Knox, Morgans Chief Economist 7:22
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7:22Michael Knox discusses how a slowing Chinese GDP is a structural problem, because of slowing labour force growth. 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 #ChineseGDP #China #Chineselabour #Chineseeconomy…
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Michael Knox, Morgans Chief Economist
1 Australia's strong recovery from shutdown: Michael Knox, Morgans Chief Economist 11:07
11:07
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11:07We think GDP Fell 0.8% in Q3 2021 but will be up by 5% in the year to Q3 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 #Economy #AusGDP #Finance…
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Michael Knox, Morgans Chief Economist
1 Misunderstanding monetary policy: Michael Knox, Morgans Chief Economist 4:36
4:36
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4:36There is more to monetary policy than just increasing the cash rate. Michael Knox discusses how there are many more variable elements to consider when understanding monetary policy. 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 #Quantitativeeasing #Economy #Cashrate…
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Michael Knox, Morgans Chief Economist
1 Why the ASX 200 is worth 7.180 points: Michael Knox, Morgans Chief Economist 6:55
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6:55US corporate tax payments and US political uncertainty are generating a modest equity market correction that could continue in November. 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 #ASX #Economy #USCorporateTax #Form1120…
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Michael Knox, Morgans Chief Economist
1 Biden’s oil and gas lease pause, adds $US 13.00 per barrel to West Texas intermediate grade. 6:11
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6:11Our 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/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU #Oil #Commodities #Economy #Biden…
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Michael Knox, Morgans Chief Economist
1 GDP and jobs in the face of shutdown: Michael Knox, Morgans Chief Economist 6:36
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6:36The 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 #Employment…
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Michael Knox, Morgans Chief Economist
1 Will Evergrande cause a global financial crisis?: Michael Knox, Morgans Chief Economist 10:45
10:45
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10:45We 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 Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU #Currencies #China #Building…
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Michael Knox, Morgans Chief Economist
1 US corporate tax increases: Michael Knox, Morgans Chief Economist 5:15
5:15
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5:15The US is considering big hikes in corporate tax rates in the coming weeks. Will the market take fright? Michael Knox Morgans Chief Economist.
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Michael Knox, Morgans Chief Economist
1 The Australian economy enters a world trade boom: Michael Knox, Morgans Chief Economist 6:54
6:54
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6:54High 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 #Resources…
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Michael Knox, Morgans Chief Economist
1 Iron ore falls back near fair value: Michael Knox, Morgans Chief Economist 5:53
5:53
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5:53Morgans 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/MorgansAU #Commodities #ironore #Stocks…
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Michael Knox, Morgans Chief Economist
1 US deficits, commodities and the Aussie dollar: Michael Knox, Morgans Chief Economist 9:30
9:30
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9:30Strong 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 #USdeficit…
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Michael Knox, Morgans Chief Economist
1 US retail demand still supports strong US growth: Michael Knox, Morgans Chief Economist 6:38
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6:38US 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 #Sales #USretail…
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Michael Knox, Morgans Chief Economist
1 Australia's second wave commodities boom: Michael Knox, Morgans Chief Economist 10:26
10:26
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10:26A 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/MorgansAU #Economy #Commodities #Australia…
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Michael Knox, Morgans Chief Economist
1 How rising commodity prices support real wages: Michael Knox, Morgans Chief Economist 7:25
7:25
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7:25Rising 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.com/MorgansAU #Commodities #Wages #Economy…
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Michael Knox, Morgans Chief Economist
1 GDP Growth in June Quarter should be a strong 1.4%: Michael Knox, Morgans Chief Economist 7:00
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7:00Nowcasting 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/MorgansAU #Economy #Employment #Inflation…
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Michael Knox, Morgans Chief Economist
1 Headline inflation means headlines. Trimmed mean means Policy: Michael Knox, Morgans Chief Economist 8:58
8:58
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8:58The 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.Australia On Twitter: twitter.com/MorgansAU #Economy #Employment #Inflation…
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Michael Knox, Morgans Chief Economist
1 Why the RBA must drive up real wages: Michael Knox, Morgans Chief Economist 9:52
9:52
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9:52The 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/MorgansAU…
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Michael Knox, Morgans Chief Economist
1 Why quantitative easing must continue: Michael Knox, Morgans Chief Economist 11:09
11:09
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11:09Low 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.
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Michael Knox, Morgans Chief Economist
1 When will the RBA end quantitative easing? Michael Knox, Morgans Chief Economist 7:12
7:12
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7:12The 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.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU #RBA #Unemployment #Quantitativeasing…
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Michael Knox, Morgans Chief Economist
1 An old timey model of the Aussie Dollar: Michael Knox, Morgans Chief Economist 8:01
8:01
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8:01Michael 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…
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Michael Knox, Morgans Chief Economist
1 The Feds employment boom: Michael Knox, Morgans Chief Economist 10:47
10:47
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10:47Jay 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…
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Michael Knox, Morgans Chief Economist
1 Australian GDP and the iron ore price: Michael Knox, Morgans Chief Economist 8:35
8:35
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8:35A 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 #China…
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Michael Knox, Morgans Chief Economist
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
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Michael Knox, Morgans Chief Economist
1 Is the US CPI a shock? Michael Knox, Morgans Chief Economist 8:49
8:49
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8:49The 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…
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Michael Knox, Morgans Chief Economist
1 Why the RBA July meeting in Brisbane is so important: Michael Knox, Morgans Chief Economist 6:47
6:47
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6:47Both 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…
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Michael Knox, Morgans Chief Economist
1 Reflation, not Inflation: Michael Knox, Morgans Chief Economist 8:01
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8:01Growth 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 #Economy…
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Michael Knox, Morgans Chief Economist
1 A stronger Australian dollar: Michael Knox, Morgans Chief Economist 7:02
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7:02We expect the Australian dollar to be significantly stronger as we move into the second half of calendar 2021 . #Economy #AUD
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Michael Knox, Morgans Chief Economist
1 Taxes are the wall this US expansion will run into: Michael Knox, Morgans Chief Economist 8:47
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8:47Chief 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 #Biden #USEconomy…
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Michael Knox, Morgans Chief Economist
1 Is the outlook for the Australian economy good or better than good? Michael Knox, Chief Economist 15:48
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15:48Very 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.Australia On Twitter: twitter.com/MorgansAU #Economy #USeconomy #Auseconomy…
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Michael Knox, Morgans Chief Economist
1 Why the Fed won’t lift the fed funds rate any time soon: Michael Knox, Morgans Chief Economist 10:08
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10:08Bond yields are going up because growth is so strong, not because of inflation.
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Michael Knox, Morgans Chief Economist
1 An American Welfare State: Michael Knox, Morgans Chief Economist 8:36
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8:36The 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/MorgansAU #USWelfare #Biden #Covid-19 #USpayments…
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Michael Knox, Morgans Chief Economist
1 US$1.9 trillion spending bill fuels the commodity boom for the year ahead 6:22
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6:22Economic 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…
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Michael Knox, Morgans Chief Economist
1 The two biggest US budget deficits since WW2: Michael Knox, Morgans Chief Economist 5:45
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5:45The 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/MorgansAU #BudgetDeficit #Commodities #Economics…
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Michael Knox, Morgans Chief Economist
1 The FED – allowing the economy to run hot: Michael Knox, Morgans Chief Economist 8:18
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8:18The 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: twitter.com/MorgansAU…
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Michael Knox, Morgans Chief Economist
1 Why is the oil price rising? Michael Knox, Morgans Chief Economist 5:47
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5:47Why 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…
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Michael Knox, Morgans Chief Economist
1 The Australian V-shape recovery continues: Michael Knox, Morgans Chief Economist 5:37
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5:37We 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 Twitter: twitter.com/MorgansAU #GDP #Economy #Morgans #Australia #Unemployment…
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Michael Knox, Morgans Chief Economist
1 The Australian V shaped recovery: Michael Knox, Morgans Chief Economist 3:11
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3:11Surprising 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/MorgansAU #GDP #Economy #Morgans #Australia…
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Michael Knox, Morgans Chief Economist
1 The RBA can limit the rise of the Australian Dollar but not prevent it: Michael Knox 9:12
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9:12The 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.com/morgans.australia On Twitter: https://twitter.com/morgansAU…
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Michael Knox, Morgans Chief Economist
1 US risk and US opportunity: Michael Knox, Morgans Chief Economist 9:10
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9:10The 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.instagram.com/morgans.australia On Twitter: twitter.com/morgansau #TaxPolicy #Risk #Opportunity #Morgans…
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Michael Knox, Morgans Chief Economist
1 Will oil break upwards? Michael Knox, Morgans Chief Economist 6:24
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6:24Michael 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 #OPEC…
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Michael Knox, Morgans Chief Economist
1 Are emerging economies about to boom? Michael Knox, Morgans Chief Economist 10:13
10:13
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10:13A 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…
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Michael Knox, Morgans Chief Economist
1 US Political risk, stock market risk, commodity opportunity: Michael Knox, Morgans Chief Economist 7:19
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7:19US 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.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/morgans.australia On Twitter: twitter.com/morgansau?lang=en…
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Michael Knox, Morgans Chief Economist
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…
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Michael Knox, Morgans Chief Economist
1 Trump Vs. Biden: Beware of left wing populists bearing gifts: Michael Knox, Morgans Chief Economist 9:33
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9:33With 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 out our blog: https://www.morgans.com.au/Blog On Facebook: https://www.facebook.com/MorgansAU On Instagram: https://www.instagram.com/morgans.australia On Twitter: https://twitter.com/morgansau?lang=en…
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Michael Knox, Morgans Chief Economist
1 The effects on deficit - Trump Vs. Biden: Michael Knox, Morgans Chief Economist 8:57
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8:57Trump 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.
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Michael Knox, Morgans Chief Economist
Michael Knox discusses how Mark Zandi of Moodys, estimates that the Biden Program achieves 4.1 % unemployment in 2023.
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