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
Uh so Australia's not alone in the inflation problem.
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Again, last week saw the RBNZ hike interest rates.
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There have been interest rate hikes in Canada over the last six or nine months.
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Japan's hiking interest rates.
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The bond market globally is sort of uh I'll be melodramatic, is blowing up because of uh incredible levels of government debt, particularly in the US.
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And central banks are hiking interest rates, but
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We do have the information coming through that global economic growth is quite resilient.
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Australia does rely on about 20 to 25% of its GDP on exports.
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So to the extent that the global economy is chugging along reasonably smoothly, it's helping our export sector kick in there.
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And in fact, on Friday last we saw the international trade numbers.
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Exports in trend terms are starting to recover and starting to grow quite nicely.
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So that's just um a bit of a shot in the arm for those uh businesses that are exposed to the
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the exports m export market, particularly mining of course, some agriculture, but also the niche um uh exporters out there, they're probably doing pretty well because the global economy's has got a bit of momentum behind it.
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Yeah, look, I I think I think so.
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I threw in the towel about a week or two ago, particularly as we were saying, on some of these things that we've just spoken about, which are good for business, you know, resilient household spending, resilient economic growth, the uh a stronger world economy, yeah, that we're part of that.
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So I think that the RBA who have been who had been very vocal about sort of how close they were at the last meeting to to pushing rates higher.
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even though it was a nine to nil vote to keep them steady, Michelle Bullock at her press conference was talking about, oh, inflation risks are too sticky.
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Rather or sorry, I should say rather inflation, in addition to the inflation numbers, it's some of the things some of these things that we've spoken about.
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Economic growth has surprised on the upside.
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The Reserve Bank will be rushing around, like most of us economists, revising up their GDP forecasts.
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Showing 241–260 of 2,355 · page 13 of 118
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