Episodios

  • Why Australia Is Likely Facing More Rate Hikes Than Expected

    Why Australia Is Likely Facing More Rate Hikes Than Expected
    Feb 5 2026
    The Reserve Bank of Australia (RBA) has lifted the cash rate by 25 basis points at its latest meeting, signalling the start of a more prolonged tightening cycle. While many economists believe the RBA will need only two more rate hikes, Michael Knox argues that this view does not account for structural inflation pressures already building within the Australian economy.His modelling and economic analysis suggest the real requirement is at least four rate hikes before inflation begins to ease.
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    11 m
  • Why Higher Power Costs Could Trigger RBA Rate Hikes

    Why Higher Power Costs Could Trigger RBA Rate Hikes
    Dec 19 2025
    In this episode, Michael Knox and Stephen Austin from the ABC unpack the economic challenges Australia faces in 2025. With electricity subsidies ending and energy supply constraints persisting, households are bracing for higher power bills and rising inflation. Here’s what’s on the horizon:
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    10 m
  • Beware The US Shutdown - Michael Knox

    Beware The US Shutdown - Michael Knox
    Oct 22 2025
    Beginning on the 1st of October 2025, the US government began its current Federal government shutdown.

    The shutdown occurred because Democratic Party Senators refused to support a Continuing Resolution to provide funding for the US government. At the time of writing, Republican Senators have now put up Continuing Resolutions for funding to the Senate 11 times, and Democrat Senators have refused to support them 11 times.
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    13 m
  • September 10 - A Comparative Outlook on the Fed and RBA - Michael Knox

    September 10 - A Comparative Outlook on the Fed and RBA - Michael Knox
    Sep 24 2025
    8 m
  • Forecasting RBA Moves - Why Import Prices and Quarterly CPI Matter

    Forecasting RBA Moves - Why Import Prices and Quarterly CPI Matter
    Jul 14 2025
    On 7 July the AFR published a list of 37 Economists who had answered a poll on when the RBA would next cut rates. 32 of them thought that the RBA would cut on 8 July. Only 5 of them did not believe the RBA would cut on 8 July. I was one of them. The RBA did not cut.
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    7 m
  • Why RBA Rate Cuts Must Wait | Michael Knox, Morgans Chief Economist

    Why RBA Rate Cuts Must Wait | Michael Knox, Morgans Chief Economist
    May 8 2024
    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.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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    10 m
  • FED Eases Quantitative Tightening | Michael Knox, Morgans Chief Economist

    FED Eases Quantitative Tightening | Michael Knox, Morgans Chief Economist
    May 5 2024
    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.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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    8 m
  • US GROWTH – Just where the Fed Needs It | Michael Knox, Morgans Chief Economist

    US GROWTH – Just where the Fed Needs It | Michael Knox, Morgans Chief Economist
    May 1 2024
    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.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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    6 m