Stephen Koukoulas
speaker
2,355 appearances
24 recordings
2 series
first heard Apr 2026
last heard 3d ago
Stephen Koukoulas’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 24 in all, peaking in May 2026 with 6.
Appearances
That'd be that'd be the sort of dream thing that's sort of just unfolding, but I like that part of why we should be just a bit optimistic.
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Yeah, well, if we go back to the end of twenty twenty five, so just go back, what was that, nine months or so ago, uh government demand was booming, you know, across the board.
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Commonwealth, state, local was all very, very strong.
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A lot of that was inf infrastructure related spending.
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Uh some of it was the the federal government ramping up.
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It's hiring of people for aged care, childcare, these sorts of things.
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And at the time it was seen to be partly a reason why the inflation momentum reversed in the end of 2025.
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But here we are now, in the last two quarters, so I've got a good six months of data, government demand is actually down, not just growing more slowly.
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It's actually fallen in the first half of
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twenty twenty six.
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Now, why is that important?
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One, it takes pressure off bottom line GDP, which is what the Reserve Bank want to see to get inflation down.
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But for the private sector, they can now go out into the market and if they're um hiring people, they're no longer competing to the same extent with the government.
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If they're looking for resources and things, instead of the government sort of saying, Oh, I'm going to build this uh twenty billion dollar
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uh road tunnel or railway tunnel and I need materials, workers, there those projects have largely come to an end and that's where we've got the government demand falling away, opening the door for the private sector.
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Oh it's it's it's remarkable.
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Under the pressure of higher interest rates, cost of living pressures, the oil price uncertainty generated both in terms of the price and the availability of oil, we consumers, on average, I've got to emphasize on average, are still ramping up our expenditure.
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And that's actually providing resilience to those firms that are in the retail or the hospitality space, that uh it seems to be skewed towards the older.
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generations.
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Showing 201–220 of 2,355 · page 11 of 118
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