42 ordspråk av Stephen Koukoulas

Stephen Koukoulas

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 It is simply too early to tell,

 Our view is that US80¢ is certainly achievable by year-end,

 Retail spending is recovering nicely with a solid momentum occurring since May.

 Some of the highest interest rates in the world keep demand for the currency strong.

 The aim of this rise is to cause consumers to stop spending and borrowing and it will work in that direction.

 The Australian dollar should be doing better in the short term because the rate differential is still supportive.

 The case for a rate hike is clearly much stronger. The rest of the world is raising interest rates and global inflation rates are edging higher. Fuel-price increases will flow through to inflation.

 The case for a rate hike, while not totally compelling yet, is gaining a bit of momentum with these sort of numbers. On an interest-rate-differential and growth story, it should put the Australian dollar back in focus and see it move higher.

 The credit data, together with the TD-MI monthly inflation gauge for October suggest the Reserve Bank will leave interest rates unchanged,

 The credit data, together with the TD-MI monthly inflation gauge for October suggest the Reserve Bank will leave interest rates unchanged.

 The economy has come through a soft patch and is looking strong,

 The Fed will pause at 4.75 percent. After this month they will sit back for a couple of meetings to judge how the economy unfolds. That could be the catalyst for further dollar weakness.

 The idea is that there will be more tax payers around in the future to support the retired.

 The market hasn't been paying enough attention to inflation risks as it should.

 The market hasn't been paying enough attention to inflation risks as it should. The prospect of an interest-rate move higher in the months ahead will mean the Australian dollar will find some friends.


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