Stephen Koukoulas
speaker
2,355 appearances
24 recordings
2 series
first heard Apr 2026
last heard 20 Sep
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
So the US, the UK certainly both reveal who voted up, down, or steady and um.
And it sort of also generates an issue on when those people speak in other forums and other places, oh, they're always voting for rate cuts.
So we can sort of take this speech with a grain of salt 'cause they're always going to be on the dovish side or we hear person sort of talking, Oh, gee, that's really hawkish from a monetary policy board member.
Oh, they're always, you know, fight inflation first and don't worry about the economy.
The short answer is yes.
voice-verified
Uh I think the RBA
voice-verified
is seeing some signs of uh weakness in the economy.
voice-verified
And while the governor was at pains to say that they don't target house prices, uh the fact that house prices are now falling pretty much across across the country, uh means that there is a wealth effect
voice-verified
That impacts us consumers.
voice-verified
We feel a little bit more gloomy when uh the two thirds of us who are lucky enough to have a house either outright or with a mortgage.
voice-verified
When our prices fall, we sort of tend to get a little bit
voice-verified
you know, antsy about it, and we tend to sort of pair back our spending.
voice-verified
And the other thing is that when house prices are falling, this is the RBA's um uh commentary on why they're probably on hold, uh property developers who might have that clear piece of land ready to build on, if they sort of see that uh over the next year or two years that it takes to build that um dwelling or those dwellings on that land, price
voice-verified
prices are going to be down five, ten percent.
voice-verified
Well, their profit margin disappears and they won't build.
voice-verified
Which is negative for GDP, negative for the economy, and negative for housing supply.
voice-verified
So uh that all boils down to the fact that, yeah, I think they're on hold.
voice-verified
The only caveat is if there is any shock on inflation in the next quarter or two, and shock being on the upside, if it's on the downside, hooray, you know, that's great news.
voice-verified
But if there's a shock on the upside on the inflation readings, then as the governor said, uh they they
voice-verified
will high price.
voice-verified
Showing 501–520 of 2,355 · page 26 of 118
← Previous
Next →