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
My hunch is that they're pretty well contained, because remember, the numbers are only up to June and
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the house price declines only are really gathering momentum now.
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So my hunch is that the provisioning for bad and outfitts will be nice and low.
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But watch this space.
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Is he going to be a little bit more cautious and worried given that CBA have the vast bulk of their profits from uh the mortgage market?
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We're not quite out of the woods, but we can see an exit out of the woods if that doesn't talk to the cliché too much.
But again, inflation came in a tenth or two lower than the market was expecting, and indeed, more importantly, than the Reserve Bank were expecting.
So even though that only sounds like a relatively small difference, like 3.6% for the annual trim mean as opposed to 3.8%,
First of all, the error was in the right direction, nearer the target, and that's good.
The momentum that we saw from the monthly numbers, and I think as we discussed last week, the monthly numbers contain a within-quarter trend.
You get the April, May, and June numbers rather than the average of the June quarter.
They're both important, but...
looking at the intra-quarter movements, it does look as if that momentum on inflation is decelerating into the September quarter.
Now, I don't want to sort of over-egg this, but it does look as if the price momentum, the inflation momentum is decelerating
at a pace that would be a little bit more sharper than the RBA was thinking.
And that's good news.
The inflation, still a problem, still too high.
We're not out of the woods, as you're saying, but you can see a path that over the next 12, maybe 18 months, we'll get inflation back on track.
The next move is sideways.
That's my cop-out.
Showing 761–780 of 2,355 · page 39 of 118
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