Stephen Koukoulas
speaker
2,355 appearances
24 recordings
2 series
first heard Apr 2026
last heard 6d ago
Stephen Koukoulas’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 24 in all, peaking in May 2026 with 6.
Appearances
The big growth is data centers.
And in fact, we're we're looking for a bit of a pullback in uh in investment in the June quarter.
The last two quarters have been plus six percent, plus six percent, predominantly data centers driving that.
And I don't think there's a new data center that I'm aware of, any substance coming through in the June quarter.
So it could pull back about three percent, but that's after two stellar quarters of growth.
Look, there are there are hints of uh capex going on in other parts of the economy.
A lot of firms, of course, are just keeping up with the AI revolution, and they're maintaining their capacity to uh implement AI, which and the um software that's needed to do that.
So there's going to be some uh machinery and equipment type uh capex coming through.
Buildings and structures is another one that doesn't tend to change.
change quickly, but we know that warehouses are strong.
Universities are building uh accommodation on campus for their student numbers, which is part of the housing supply problem being resolved.
So that should be resilient.
So even though it might be a minus three percent quarter on quarter, the trend will still be moving, you know, quite nicely high, which is, you know, part of our
Essential ingredient for improving productivity.
We know that the cost of living pressures are seeing household
Consumption and spending patterns change.
We've had people well, just as a small example, you know, JB Hi Fi last week put out its results and there's a there's a clear moderation in demand for the products that they sell, which I think is sort of indicative of uh the household sector more generally.
However, things like petrol.
Yeah, people sort of panicking to fill up their cars have created a hugely volatile reading on this household spending number.
And indeed, motor vehicle purchases in June were very strong.
Showing 461–480 of 2,355 · page 24 of 118
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