Stephen Koukoulas
Stephen Koukoulas
account current exports generate pickup seen
Australia's current account is still at an uncomfortable level. We haven't yet seen the big pickup in exports we need to generate a narrowing in the current account.
bank certainly close increase pulling raising reserve
A big increase could certainly get the Reserve Bank a little nervous. They'd be very close to pulling the trigger, raising the rate.
australian balance continue dollar news provide support trade
The news should provide support for the Australian dollar with a hint that the trade balance will continue to narrow.
cutting dollar looks rates scenario zealand
For the New Zealand dollar it looks like one-way traffic. The scenario for cutting rates is now realistic, if not urgent.
cut forecast interest less looking rate
A mid-year interest rate cut is looking less likely. We had forecast a rate cut in July. That's looking a lot shakier after today's number.
ahead attention australian dollar higher inflation market mean months move paying prospect risks
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.
attention inflation market paying risks
The market hasn't been paying enough attention to inflation risks as it should.
economy looking patch soft
The economy has come through a soft patch and is looking strong,
australian bit case compelling dollar focus gaining growth momentum move rate sort totally
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.
case clearly flow global hike increases inflation interest raising rate rates rest
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.
arm australian bank below break interest likely months percent pressure raise rate reserve shot turn
The unemployment rate is likely to break below 5 percent in the months ahead. It will escalate the pressure on the Reserve Bank to raise interest rates, which in turn will be a shot in the arm for the Australian dollar.
future support tax
The idea is that there will be more tax payers around in the future to support the retired.