Stephen Koukoulas
Stephen Koukoulas
australian demand fans global incredibly strong
We're short-term fans of the Australian dollar. The global demand for commodities is incredibly strong because of the global economy, which is doing very well.
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.
alan data fit governor hiking information interest needed stop today
If RBNZ Governor Alan Bollard needed more information to stop hiking interest rates, the house-building consents data today fit the bill.
growth investors means momentum money offshore
Growth momentum means offshore investors want to put their money in Australia.
australian dollar rate short term
The Australian dollar should be doing better in the short term because the rate differential is still supportive.
economy looking patch soft
The economy has come through a soft patch and is looking strong,