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Exchanges with Evan Lucas

Exchanges with Stephen Koukoulas: Insights of a reformer

10 Jun 2025

Description

This week, Stephen Koukoulas, Managing Director at Market Economics joins Exchanges on what’s keeping him up at night, Trump-era tariffs on global trade, the impact on the Australia–China relationship, business confidence, and consumer sentiment.Stephen also unloads his insights into the structural challenges facing the Australian economy particularly inflation, energy prices, and the pressing need for tax and superannuation reform to support more equitable wealth distribution.Follow Stephen here:LinkedIn: https://www.linkedin.com/in/stephen-koukoulas-39177142/Website: https://thekouk.com/X:@TheKoukFollow Evan here:LinkedIn: linkedin.com/in/evan-lucas-44a25316Instagram: https://www.instagram.com/evanlucas_/Website: evanlucas.com.au Chapters00:00 Global Trade and Tariffs Impact02:52 Consumer Confidence and Economic Growth05:44 Energy Prices and Inflation Concerns08:54 Taxation and Structural Changes12:53 Superannuation and Wealth Distribution19:30 Capital Growth and Tax Implications20:52 Superannuation and Retirement Funding23:56 Fiscal Policy vs. Monetary Policy24:41 Interest Rate Projections27:50 RBA's Conservative Approach30:41 Global Comparisons in Monetary Policy32:53 A Day in Charge: Economic Reforms Hosted on Acast. See acast.com/privacy for more information.

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