Market Economics Managing Director and keynote Speaker Stephen Koukoulas spoke with Bloomberg Markets Asia regarding the RBA and the inflation surge.  As a keynote speaker and panellist Stephen is often asked to discuss the economy with diverse audiences due to his ability to turn complex economic analysis into terms mere mortals can understand.  

Few economists have both the global and local experience of Stephen Koukoulas. He is an economic thought leader in his role with his business, Market Economics. Stephen is often driving the debate on housing, consumer spending, investment strategies, interest rates and budget policy. This month we got his thoughts on economic sustainability.

Housing is a dominant issue for the Australian economy, and a dominant issue for most of us individuals - we love talking about house prices. Economist Stephen Koukoulas certainly knows about the housing cycle and provides insights on its impact on the Australian economy, your business, and your investments

Stephen Koukoulas dives into the heart of policy reforms and their application in closing pay gaps between men and women. He explores key economic issues such as superannuation, childcare, education and training.

There is a need for economic policies that increase pay rates and balance pay rates for roles filed by both men and women. Stephen Koukoulas also calls for the increase in superannuation, and the provision of childcare support.

Australia’s dismal vaccination rate is undermining what was a great scorecard for the economy that emerged over the first half of 2021.

Since the start of 2021, the economic news was stunningly good. Not only relative to the forecasts and expectations of all economists, but in absolute terms with the unemployment rate falling, wages growth picking up, the stock market and house prices hitting record highs and business conditions and consumer sentiment tracking at or near record highs.

It has been obvious for many months that the Morrison government’s dithering, missteps and errors in obtaining enough COVID-19 vaccinations, was a huge risk to the health of Australians and was a major risk to the economic outlook.

The September labour force data show the impact of the recession on jobs, hours worked and unemployment. It is bad news. Depressing in many ways to realise that there are 937,400 Australians unemployed, a further 1,538,800 underemployed and that since the onset of Covid-19, the workforce participation rate has dropped by 1.3 percentage points as people have given up looking for work.

Economist Stephen Koukoulas says the economy needs money poured into private sector pockets so they can spend, invest and most importantly hire.

“So I would be looking at policies that make sure the economy is growing strongly enough so that in a reasonable amount of time we get that unemployment rate back to where it was pre-Covid,” Mr Koukoulas told Sky News.

August’s unemployment rate came in below expectations at 6.8 per cent, largely propped up by wage subsidy schemes which mask the actual rate. “It was only ten months ago that it was five per cent, it’s difficult and a lot depends on how the health crisis goes. “But for here and now it’s about jobs.”

Market Economics’ Stephen Koukoulas says immigration intake has “slowed to a trickle” and with it much of the demand for new houses and infrastructure.

Anyone can have a ‘good time’ if they borrow and spend like the proverbial drunken sailor, but as we all know, such action is not sustainable. It cannot go on forever given that one day the money will run out and the debt will have to be repaid.

Our expert economist and social commentator Stephen Koukoulas explores the question of how sustainable is our super with an aging population.

Colin James is one of those people that has spent his life exploring cultures, religions, philosophies and human psychology, which makes him uniquely qualified to speak on the subject of motivation and drivers.

In this essay Colin looks at the drivers of the "banking culture" in the wake of the royal commission, and considers how culture in the workplace is one of the driving forces of performance.

The housing market has hit the wall.

After years of unrelenting strength, house prices are dropping. Not by much, at this stage, but the heat in the Sydney market in particular, has suddenly turned cold.

The fascinating and scary thing is that the price falls are increasingly widespread.

It's a bumpy ride ahead, says noted Australian economist Saul Eslake, but perhaps not as bad as it could be.

Calls of housing crashes, banking busts and general gloom will be wrong again.

The housing market has peaked with prices no longer growing. At the same time, auction clearance rates are lower and a solid pipeline of new supply – particularly apartments – will soon flood the market in a number of cities and regions.

The big question for business and individuals - how severe will the downturn be and what does it mean for the economy?

Britain's leaving the European Union is one of the biggest shocks of the past decade, both to the political establishment (in Britain, elsewhere in Europe, and beyond) and to the financial markets (again, in Britain, elsewhere in Europe, and beyond).

I’ve been thinking about the issues that I’m likely to find myself talking about at conferences and events across the coming year. Here are ten things that I think are set to shape and shape the global and Australian economies during 2016.

Watch multi award-winning speaker and bestselling author Michael McQueen explain how the Law of Amplification is the #1 KPI you're most likely ignoring..