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Letter "S" » Stephen Koukoulas Quotes


«We are just hoping the export sector kicks into growth during 2006. Improvement in the trade deficit has been a long-time coming.»
«The news should provide support for the Australian dollar with a hint that the trade balance will continue to narrow.»
«We forecast the Reserve Bank will raise rates by the middle of the year as it works to damp inflation pressures that are still pronounced.»
«With the core inflation readings fly-papered to a narrow range around 2.5 per cent, there is scope for the RBA to continue its rates-on-hold strategy for several more months.»
«I'm always worried with the consensus being unambiguously strong and unrelenting in the view they hold. But at this stage, maybe it's so obvious that the consensus may be right.»
«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.»
«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.»
«Hopefully we will see trade contribute to economic growth this year after detracting for so long.»
«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.»

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