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
Uh still spending a bit.
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A lot of it was in discretionary spending, holidays, these sorts of things.
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Petrol, of course, because that's still extremely volatile as we top up our tanks for fear of the price going up or, you know, heaven forbid shortages occurring.
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So the numbers were actually okay, not strong.
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They weren't weak.
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And so they're probably just a smidge stronger than uh most were expecting, and that just sort of
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keeps the on hole decision in play.
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About five days before the start of each board meeting, so probably in the latter part of last week, the Reserve Bank staff would have prepared what they call the RBA board papers.
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Which is the last time I saw them, which was many moons ago to be honest, but assuming it's still a similar process, that's a big comprehensive analysis of different parts of the economy.
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And they send it to each of the nine members on the RBA monetary policy board.
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And it usually has a recommendation attached to it, like on hold, we gotta we we recommend a hike and these sorts of things.
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But it's not not locked in concrete, far from it nowadays, particularly with the board uh being comprised the way that it is.
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But it'll talk about the C plus I plus G plus X minus M, which is the GDP framework, consumption plus uh investment plus exports minus imports, plus government demand.
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They'll have a segment on our inflation, the RBA inflation uh forecasts, the labour market forecasts, wages unemployment, and that'll go to all the board members who read it before the board meeting, which as you said started or starts today and continues to tomorrow.
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And the nine members of the RBA Monetary Policy Board uh will sit around the board table on the Monday, as far as we can work out, because the RBA have disclosed some of this, they'll have a discussion on what is the hot topic du jour.
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Now, a little while ago that might have been the uh tariffs, the tariff war around the world.
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It might have then moved on to the oil shock in
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Late February, early March
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Today I suspect it's something like ongoing inflation.
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Showing 661–680 of 2,355 · page 34 of 118
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