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
parts of the economy, important as they are.
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But the Treasury Secretary also knows right up to date what revenue's coming in.
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Is there being a slowdown in PAYG tax revenue, which is indicative of a slower uh labour market?
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GST sort of booming because that's indicative of a high level of consumer spending, or is it weakening?
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So what they bring to the table.
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is quite different to the RBA analysis of the, you know, macro statistics on consumer spending on exports and imports and uh building approvals and CapEx, all these sorts of things.
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So I think it's important, even though the Treasury of uh Secretary is a representative, if you like, or reflects some of the views, many of the views of the incumbent government, I think that there's enough maturity, uh, that uh
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the Treasury Secretary will vote to hike rates if that's in fact needed, cut them if it's needed and leave them steady if it's needed.
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So I don't have a huge concern about the lack of independence because if if the RBA makes a mistake, the capital markets will certainly punish them and punish them severely.
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It does.
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Uh, Nab do a survey of uh mainly big businesses every month and they ask about business conditions and business confidence.
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And so they're the sort of relatively easy ones to get a handle on, how a business is feeling.
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And interestingly, business confidence took a big hit when the petrol price went up in March.
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It's recovered a little bit over the last few months.
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Interesting to see whether business confidence is back to neutral.
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Uh it also includes a lot of uh questions on are you expecting to hire more people, a leading indicator of unemployment, how are your profits going, of course, linked to their margins and whether they're being squeezed by cost pressures and the like.
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And then there's a couple of inflation indicators.
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Вот
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Do you think uh you're saying in terms of your input costs to your business?
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Showing 701–720 of 2,355 · page 36 of 118
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