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
It at this stage it appears though the the average weekly earnings are usually higher than the wage price index because it does capture people getting promotions and changing jobs and those sorts of things.
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So an increase of around about four percent is likely when we get the numbers later in the week, which puts its nose just above the inflation rate for them.
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moment.
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So uh anything much above that will be you know looked at with a little bit of interest.
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Are we getting a a bit of a wage uh issue here?
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However, with the unemployment rate creeping up over the last six months, it's unlikely to be a a blowaway number on the top side.
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Correct.
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On Friday we get the lending data.
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Yes, as you said, what's happening to the growth in lending?
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Down, I think is the short answer.
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We've got lots of anecdotes from the financial institutions and the banks that mortgage lending has has weakened and weakened sharply with the budget measures on investors.
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Expect a big negative there.
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First home buyers, probably under the weight of interest rate pressures and just a little uncertainty about tax changes, probably down a bit.
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So we're expecting a sort of a pretty chunky decline in um housing finance numbers in in those lending numbers.
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Their database is fantastic.
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And just as a small aside, and a shout out to the CBA, they use a lot of their internal data to produce indicators of household spending and these sorts of things.
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And they do publish those numbers and they're really interesting.
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So from the CBA profit announcement, the reporting season, one thing that the market will be looking at is any change, any meaningful change in production.
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provision for bad and doubtful debts.
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Because of course, that's the poison of the banking sector, the poison of the economy.
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Showing 741–760 of 2,355 · page 38 of 118
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