Show Notes
This week, Stephen Koukoulas, Managing Director at Market Economics joins Exchanges on what’s keeping him up at night, Trump-era tariffs on global trade, the impact on the Australia–China relationship, business confidence, and consumer sentiment.
Stephen also unloads his insights into the structural challenges facing the Australian economy particularly inflation, energy prices, and the pressing need for tax and superannuation reform to support more equitable wealth distribution.
Follow Stephen here: LinkedIn: https://www.linkedin.com/in/stephen-koukoulas-39177142/ Website: https://thekouk.com/ X:@TheKouk
Follow Evan here: LinkedIn: linkedin.com/in/evan-lucas-44a25316 Instagram: https://www.instagram.com/evanlucas_/ Website: evanlucas.com.au
Chapters 00:00 Global Trade and Tariffs Impact 02:52 Consumer Confidence and Economic Growth 05:44 Energy Prices and Inflation Concerns 08:54 Taxation and Structural Changes 12:53 Superannuation and Wealth Distribution 19:30 Capital Growth and Tax Implications 20:52 Superannuation and Retirement Funding 23:56 Fiscal Policy vs. Monetary Policy 24:41 Interest Rate Projections 27:50 RBA's Conservative Approach 30:41 Global Comparisons in Monetary Policy 32:53 A Day in Charge: Economic Reforms Hosted on Acast. See acast.com/privacy for more information.
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