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
Look, the board meet next week, Monday and Tuesday.
I think the market pricing is a very, very low probability of a rate hike.
I'm more likely to open the batting for Australia this summer than the rate hike to be delivered, and that ain't going to happen.
So I think the bank, and Michelle Bullock gave a speech last week at the Anika Foundation.
This was before the inflation numbers came out.
And again, she was all hawkish, anti-inflation, we've got to fight inflation, and absolutely spot on, as she should have been.
But I think even she would have been pleasantly surprised that that fight is being won, and that when we look at things like the labour market, the unemployment rate, which is sort of creeping up a little bit,
House prices, and again, Ms.
Bullock made the point that they don't target house prices.
However, they do look at the effect of changes in house prices on we consumers, the bank balance sheets, because we don't want house prices to be sort of undermining the financial health of our banks.
Yep.
And all of this sort of says, look, just be on hold for this particular meeting.
They meet again at the end of September.
There'll be another round of numbers coming through the economy that they can then contemplate.
And it says we've got a hawkish bias.
If there is a move, it'll be up, not down.
But we don't need to move them at this meeting.
That is it.
It's global is the biggest threat that can upset the apple cart there.
And again, the oil price, my goodness, it's fluctuating $5 and $10 a day now.
Showing 781–800 of 2,355 · page 40 of 118
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