Stephen Koukoulas

Economist, Market Economics

Stephen Koukoulas has a rare and specialised professional experience over more than 25 years as an economist in government, as Global Head of economic and market research, a Chief Economist for two major banks and as economic advisor to the Prime Minister.

Stephen is currently Managing Director of Market Economics Pty Ltd, a firm he recently established in response to the growing need for independent and tailored macroeconomic analysis for business clients needing to convert economic data into financial market and policy risks. His work provides clients with unique insights into the macroeconomic policy debate.

Opinion

RBA ignores property at its peril

RBA's outlook faces extreme downsides, interest rate cut unlikely

Opinion

Three downside risks to the AUD

Stephen Koukoulas assesses downside risks to the AUD

Opinion

We have an inflation problem

Stephen Koukoulas explains why interest rates need a cut

Opinion

Market sentiment sends government bond yields lower - will the trend continue?

Market sentiment sends government bond yields lower

Opinion

An investor’s perspective of the budget

Last week's Federal budget presented good news for all - significant tax cuts and lower government debt. Depending on who wins the next election, investors may need to adjust portfolio allocations

Opinion

Australia has three problems – chronic inflation, low GDP and falling house prices

For more than two years, the annual underlying inflation rate has been between 1.6 and 1.9 per cent, locked below the RBA 2 to 3 per cent target. Another quarter or two where underlying inflation is 0.4 or 0.5 per cent, meaning annual inflation at 1.75 per cent, will bring an interest rate cut scenario to the top of the agenda.

Stephen Koukoulas

Economist, Market Economics

RBA ignores property at its peril

Three downside risks to the AUD

We have an inflation problem

Market sentiment sends government bond yields lower - will the trend continue?

An investor’s perspective of the budget

Australia has three problems – chronic inflation, low GDP and falling house prices

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