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

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