Macro
Stephen Koukoulas

There is no doubt the Australian economy was weaker in late 2018 than it was during the first half of the year. It seems to have kicked off 2019 on a similarly weak note. Recent economic news has been unambiguously poor and it follows the dismal GDP results released last... Show More

Stephen Koukoulas

The Trump trade wars threaten the global economy. This is not an exaggeration or headline-grabbing claim, but an economic slump based on a US-inspired global trade war is a distinct and growing possibility as it would dislocate global trade flows, production chains and bottom line economic growth. Show More

Stephen Koukoulas

There seems to be a theme developing in the Australian market at the moment. We have further evidence of a cooling in the housing market, and a coincidental lift in the value of the ASX hinting that those with money to invest are avoiding the ultra-expensive, low yielding housing market,... Show More

Stephen Koukoulas

Much is being made of the record level of household debt in Australia. The media is full of stories screaming about the risks of debt for the economy. Here I look at the truth about our debt. Show More

Stephen Koukoulas

The recent Dun and Bradstreet Business Expectations survey confirmed a softening in business expectations for the economy into the second half of 2017. As a summary of the survey findings, as Australia grabs the world record for uninterrupted economic growth, the signs are mainly pointing downwards. Business performance for the... Show More

True: It is more on a protest or expose against the extreme, sensationalist 'forecasts' that get huge coverage and no one ever back-checks the result. Housing crash, recession looms etc etc. Different to making a call and being wrong. We all do that every week and my bank account lives and dies by that. Cheers

On A further update on that 'Sell Everything' call... -