Stephen Koukoulas

82.9K posts

Stephen Koukoulas banner
Stephen Koukoulas

Stephen Koukoulas

@TheKouk

Federal Treasury, Head of Global Strategy TD London, Advisor to PM, punter. Speaker. MD Market Economics.

Katılım Mayıs 2009
2K Takip Edilen64.7K Takipçiler
Sabitlenmiş Tweet
Stephen Koukoulas
Stephen Koukoulas@TheKouk·
My 2026 forecasts: GDP H1 lifts to 2.5%; sub 2.0% in H2 Unemployment rate to 5% Inflation eases 2.0 to 2.25% Wages growth soggy at 3% RBA cuts to 3.10% 10 yr bonds 4.00% AUD lifts to 75 c House prices – no change, downside risks ASX200 – below 8,000 youtube.com/watch?v=u6007K…
YouTube video
YouTube
English
81
22
99
124.8K
Stephen Koukoulas
Stephen Koukoulas@TheKouk·
My favourite company to avoid, Freelancer, down to a fresh low - down 30% in the last month. Down 95% from its peak.
Stephen Koukoulas tweet media
English
50
8
85
14.4K
Stephen Koukoulas retweetledi
Bernard Keane
Bernard Keane@BernardKeane·
Hey @jessigardner maybe you can do a piece in which Richard Coppleson apologises for his idiot comments about bonds and the budget last week?
Bernard Keane tweet media
English
1
7
27
3.3K
Stephen Koukoulas
Stephen Koukoulas@TheKouk·
Fabulous news... should deliver a nice kick lower to inflation It is looking like the RBA tightening cycle is over
ABC News@abcnews

#BREAKING: Surging levels of renewable energy and better reliability from coal-fired generators are set to give consumers a break, with benchmark power prices to fall up to 10 per cent for consumers and more for small businesses. ab.co/4dFNSir

English
85
63
266
29.7K
Stephen Koukoulas
Stephen Koukoulas@TheKouk·
Interesting moves in the aftermath of the budget: ASX up Bond yields and market pricing for interest rate hikes down AUD a few bits and bobs down / up - little changed
English
26
10
92
8.6K
Stephen Koukoulas
Stephen Koukoulas@TheKouk·
It's a nice little rally in the bond market: Implied yield from futures: 3 year 4.51% 10 year 4.89% - this down from a recent peak of 5.12%
English
0
4
21
5.1K
TheSwingState
TheSwingState@The_SwingState·
@TheKouk business that created something and employed people?
English
5
0
12
1.1K
Stephen Koukoulas
Stephen Koukoulas@TheKouk·
Number of new company starts up has boomed over the last few years. It's likely to slow in line with the economic downturn sparked by high interest rates, oil and fiscal tightening
Stephen Koukoulas tweet media
English
53
27
88
9.4K
Stephen Koukoulas
Stephen Koukoulas@TheKouk·
It's a huge week ahead for local data: Monthly inflation, household spending, construction work and the all important CAPEX.
English
6
6
25
5K
farmercate
farmercate@farmercate2·
@TheKouk Just like they were irrelevant in Farrer. 🥴
English
1
0
21
524
Stephen Koukoulas
Stephen Koukoulas@TheKouk·
If an election was being held today, we would have had 6 weeks of an election campaign, a year or more of the govt working to build its support and the opinion polls we are now seeing would be totally irrelevant
English
96
28
195
10.9K
Stephen Koukoulas
Stephen Koukoulas@TheKouk·
Even Demétre Chiparus' dancer is getting ready for Scott Pendlebury 433 #GoPies
Stephen Koukoulas tweet media
English
1
0
8
1.9K