"Economic Hell in a Basket" Mark Bouris & Stephen Koukoulas Monthly Update

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  • Опубліковано 25 лис 2024

КОМЕНТАРІ • 92

  • @austinbar
    @austinbar 5 місяців тому +89

    A perfect storm is brewing in the United States. Housing prices, Inflation, bank collapse, severe drought in the agricultural belt, recession, food shortages, diesel fuel and heating oil shortages, baby formula shortages, available automobile shortages and prices, the price of living place. It's all coming together and it could lead to a real disaster towards the end of this year (or sooner). With inflation currently at about 6%, my primary concern is how to maximize my savings/retirement fund which has been sitting duck since forever with zero to no gains.

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  • @tyc00n
    @tyc00n 7 місяців тому +32

    who gives a rats ring if your employed if you cant afford a place to live?

    • @ashdivakaran9664
      @ashdivakaran9664 7 місяців тому +4

      People who sell mortgages do, big businesses who want you to keep borrowing to keep spending do, the government who collects capital gains tax, stamp duty & land tax does.

    • @pommygeezer9309
      @pommygeezer9309 6 місяців тому

      Then the market will run out of buyers and the inevitable collapse of the housing market will occur?? They can’t even build houses quick enough. Housing market in a serious bubble. How are kids born today going to afford a house when they’re 18 - 25 years old?
      You will own nothing and you will be happy, apparently.

  • @deborahcurtis1385
    @deborahcurtis1385 7 місяців тому +21

    For God's sake, there is supply driven inflation. That is caused by production shortages and supply bottlenecks.
    There is inflation caused by strategic instability such as the Red Sea with the pirates, causing ships to take longer routes.
    Governments made mistakes by issuing far too much income support to businesses which didn't need it.
    The extra capital sloshing around is causing massive inflation AND that's because the money should have been returned to government and very little was.
    Badly run stimulus but that's all AOK if it ends up with big business? And in housing? What does that do to prices? It sends them UP.
    Seriously you guys need to be more honest and less lazy. It just encourages hatred of the wrong groups in society.

  • @marcoschena99
    @marcoschena99 6 місяців тому +3

    Good chat. My tip - no change to rates for a long time. Economy too hot. Can't believe banks are talking about 5 or 6 rate cuts. Dreaming. They are just trying to give comfort to people to still buy property and get a loan. Most mortgage holders with properties of say 8 years plus are very comfortable with a 6% interest rate. We celebrated ~10 years ago when they came down to 6%. When its time there will be only one cut of 0.50% to 0.75% and then the rate will stay still for a long time after that, unless something drastic happens. My tip is unemployment will be the same or even down further as in the last month I have seen a net increase of employees over the month of April across the board of my clients payroll that we process.
    Keep up the good work.

    • @mr.g1758
      @mr.g1758 6 місяців тому

      Something drastic will happen.

  • @williamcrossan9333
    @williamcrossan9333 7 місяців тому +4

    That chart looks like we should be easing.
    But house prices are still rising fast.
    March vehicle sales set records.
    Brisbane traffic is roaring.
    Noosa was busy as hell at Easter.
    The economy is actually quite strong.

  • @jameswillis8969
    @jameswillis8969 7 місяців тому +14

    Australia has a monopolistic Central Bank dictating interest rates, two Political Parties working together (preferential voting eliminating minor parties) and saturation taxes on turnover, profits, wages, superannuation, spending, property, capital gains, contracts, foreign income, fuel, cigarettes and alcohol

    • @leonie563
      @leonie563 7 місяців тому

      Actually they have been delaying your pain. They delayed the drift up from 0.1% like that was sane....and have only lifted in to 4ish....people should be horrified 6-8% would be "normal". So downsize now take the capital gain and let some other mug pay 8%+.....if you have any leftovers put 50% in super and let it grow and do TTR at 65. Rest is buffer in bank if you lose your job. Plan now like a chess game....Govts won't be able to help transition later. It will be brutal. If you get on with family, buy something together or 2 houses side by side and sell them together later to developers. Plan now. I've read and listened to US and looks Bank collapse for them again, but we can be smarter!

    • @Leo-vk6qm
      @Leo-vk6qm 6 місяців тому

      Yes they are monopolistic, the Central Bank is not a free market institution, they were created to smooth out and control economic and financial cycles. However I would say they've been hijacked by governments with their own agenda and interests and now they are playing clean up.

  • @SageBison1
    @SageBison1 7 місяців тому +30

    Been wrong about rates for awhile now mark

    • @trtr316
      @trtr316 7 місяців тому +6

      He will be more yet clueless

    • @Pophead.
      @Pophead. 6 місяців тому +6

      Stephen is wrong often. I don’t like his view points.

    • @tonytropea8406
      @tonytropea8406 6 місяців тому

      Michael Cowan on UA-cam has been on the money more often than not.

    • @theeve550
      @theeve550 6 місяців тому

      Who’s ever been right? Phillip Lowe the guy who at the time decided rates said they wouldn’t rise until 2024. He was wildly wrong. To many variables for anyone to get it right

    • @rudalsxv
      @rudalsxv 6 місяців тому

      ⁠@@theeve550the why do they keep predicting? “too many variables!”. Then stop being a fool and keep predicting for views.

  • @arpit0001
    @arpit0001 7 місяців тому +12

    What Kouk says opposite happens. Real inflation has gone up. Interest Rate rise loading 😂😂

  • @AndrewBanker1
    @AndrewBanker1 6 місяців тому +1

    “Everyone was saying inflation would reach target”! Sorry Kouk, you were the only one saying it. Everyone else was saying the last let would be tough. And responsible Vic government project trimming? Big build projects are 3x their original estimates. It is appalling management.

  • @johngoogle8635
    @johngoogle8635 6 місяців тому +6

    rates should not be cut until deflation is reached

  • @Joey185
    @Joey185 6 місяців тому +2

    Good talk. The channel is getting better and better.

  • @6219ll-dq9ij
    @6219ll-dq9ij 6 місяців тому +2

    Why listen to people with vested interests in the property market and actively profit from people's misery..

  • @williamcrossan9333
    @williamcrossan9333 7 місяців тому +12

    Well, I want rates to rise. Lets try and fu#k this whole housing ponzi off.

  • @daniera7635
    @daniera7635 6 місяців тому +1

    This is becoming my monthly economic ritual..Thank you Lads most informative as always.Keep it up!

  • @jasec2252
    @jasec2252 6 місяців тому +2

    Aird from the CBA blames inflation on high net migration. Something that Lowe was mentioning too before given the flick. The RBA can't cut with this mob in charge.

  • @mohammadalimahfuz6978
    @mohammadalimahfuz6978 6 місяців тому +1

    Australian House prices should be affordable for young people at least

    • @6219ll-dq9ij
      @6219ll-dq9ij 6 місяців тому

      Yes I agree, but unfortunately will ever happen, as there's too much easy money to be made, and too much greed.

  • @iphoneography
    @iphoneography 6 місяців тому

    If beer and cigarette taxes were 'frozen' for a year, those sectors anticipating this would simply raise their prices to take advantage, knowing people were 'expecting' the rises to come into effect. There would be no backlash, because people 'want' the product. The government would have to freeze any increases in those products, but I'm pretty sure the government can't dictate that, as it's more than likely illegal for them to enforce it.

  • @paudaw113
    @paudaw113 6 місяців тому +2

    Hmm the Victorian government has tripled the land tax this year on investments so yes they can just bump up new taxes

  • @ashdivakaran9664
    @ashdivakaran9664 7 місяців тому +3

    There is a lot more pain from inflation driven cost of living than from mortgage repayments.

    • @benjaminhudson15
      @benjaminhudson15 6 місяців тому +1

      Not a chance mate. Ave mortgage of 500k has gone from 2% to 6% equals $20K more in interest pa, or $380/week. No other cost, or combination of costs, comes anywhere close to the impact that higher interest rates on mortgages have had on the hip pocket.

  • @williamcrossan9333
    @williamcrossan9333 7 місяців тому +3

    28:30: We need construction skills, yet Labor has banned specifically this type of worker from immigrating! Crazy. Now that's definitely something that wipes productivity out.

    • @reddas797
      @reddas797 6 місяців тому +3

      Remember, Labour is in bed with the Unions, so CMFEU would have made sure they had industry control. The last thing they want is small businesses employing skilled immigrant labour to do the work and not pay those lucrative union fees.

    • @gore1089
      @gore1089 6 місяців тому

      Labor is getting blamed for the decades of mass immigration that started when Howard doubled it from 80k to 160k a year.
      Unfortunately, they did nothing housing to deal with it, which is how we got to this point.

  • @JJ-mc8lu
    @JJ-mc8lu 6 місяців тому +1

    Even blind Freddy on the Street knows inflation is really running above 10%.

  • @BennyLC79
    @BennyLC79 6 місяців тому +1

    Stephen is good guy.

  • @mangoman9290
    @mangoman9290 7 місяців тому

    Great info, thanks for the watch

  • @info88w11
    @info88w11 6 місяців тому +1

    labor must cut total spending to 24.5% of GDP before interest rates can be cut from 25.7% of GDP

  • @philmelb1022
    @philmelb1022 6 місяців тому +3

    Did u two say for a year interest rates going down.🤣🤣🤣🤣🤣

  • @nicholasmatteo7201
    @nicholasmatteo7201 6 місяців тому

    Upload to podcasts to listen on the go please

  • @SteveAvidius
    @SteveAvidius 6 місяців тому +1

    "free falling" lol.
    Bring on more rate hikes, flush out this extreme greed.

  • @MasterKwonDont
    @MasterKwonDont 6 місяців тому +1

    I should have watched longer before commenting. Why are you guys getting excited about tweaking the numbers. We want to bring down inflation not bring down some bullshit number. Comical.

  • @adamashton6742
    @adamashton6742 6 місяців тому

    The productivity problem is people being checked out

  • @tonytropea8406
    @tonytropea8406 6 місяців тому +1

    Amazing. Rba increases rates to reduce consumer spending to contain inflation but Governments are doing the bulk of spending to remain in power😂😂😂😂

  • @kaustubh1969
    @kaustubh1969 6 місяців тому +2

    Wow I can’t believe how delusional this talk is…

  • @williamcrossan9333
    @williamcrossan9333 7 місяців тому +1

    9:20: With almost everyone getting these tax savings, and nothing physically changing, that means inflation. It's just more money chasing a restricted amount of goods and services.

  • @tyndni
    @tyndni 6 місяців тому

    Fuel taxes are the worst. Atleast alcohol and cigs are a choice. Fuel is not.

  • @BennyLC79
    @BennyLC79 6 місяців тому

    12% housing discount is F-all (Germany) given its gone up 100% in 3 yrs same said for Aus. Discounts of 50% are needed

    • @6219ll-dq9ij
      @6219ll-dq9ij 6 місяців тому

      Exactly correct, the property market should correct similar to the share market and should be taxed the same as the stock market. Then we would see as much property speculation going on as we've done over the 2 decades.

  • @MarkHayes-ky9je
    @MarkHayes-ky9je 6 місяців тому

    Governments are doing the right thing. What a joke

  • @rof8200
    @rof8200 6 місяців тому

    CPI is the wrong number to look at. Nominal GDP is the real inflation number

  • @Ozzie-222
    @Ozzie-222 6 місяців тому

    Australia cannot compare itself with US when its 15 years behind USA in a lot of things.
    Food is really cheap in USA and portions are really big.
    Lot of options in construction industry, no red tape like we have here with councils and regulations.
    Rate rise has not much impacted low and middle income earners as their rates are fixed for 30 years which means even during the rate hikes their EMI has not gone up
    While people are struggling to pay the increased mortgage the tax is not reduced at all
    manufacturing is still going on in USA , where as in here all are closing shops
    Small business are going under, while in USA you dont hear any such stories.
    So , please when you are not a tiger don't try to act like one and try to understand what is right for you and do the right thing that suits your country.
    Our budget is in surplus, its all come from the taxes so now time to let people have their hard earned money and not force them to pay the banks and to the government.

  • @sugimoto2389
    @sugimoto2389 6 місяців тому

    Throw in insurance premiums to inflation. My home and contents up 38.1% in one year and my car insurance up 20% in one year. The basket for inflation is fraudulent.

  • @philmelb1022
    @philmelb1022 6 місяців тому

    Im all for lowering fuel tax , but its bs it lowerer inflation rate as it be spent on other things.

  • @garyalexander2480
    @garyalexander2480 7 місяців тому +2

    Unemployment is already way higher 😅

  • @anitacohen8753
    @anitacohen8753 6 місяців тому

    Jimmy is a changed boy! No more smiles after returning from overseas. Aussies have to pay more and it hurts!!They were expecting some relief but there is none!

  • @AnarchyEnsues
    @AnarchyEnsues 7 місяців тому +1

    "money splashed around". Yeah 100 billion in war spending at a minimum...
    Guns zero butter

  • @gore1089
    @gore1089 6 місяців тому

    Saving employment at the expense of inflation is a bad idea.
    All we are doing is postponing the pain even longer.

  • @sun2406
    @sun2406 7 місяців тому

    When will be rate cut 😢😢

  • @shugdee
    @shugdee 6 місяців тому +1

    More hikes needed and coming

  • @benalfredo
    @benalfredo 7 місяців тому

    I have been told not to be fooled… stocks/etfs are not the economy, I had 250k put aside waiting for the fed to stop raising rates. Now I want to get back into the markets, but looks like the "pause" is forever and mag 7 will still rise/fall, I’m confused, what could be the way moving forward?

  • @cameronmale83
    @cameronmale83 7 місяців тому +1

    Wait for stage 3 tax cuts... no cuts till after that and it's impacts throughout the economy... which is well after September.

    • @antpoo
      @antpoo 7 місяців тому

      Stage 3 tax cuts will be overridden by stage 3 military and infrastructure money printing. Inflation will massively override any ‘cuts’.

    • @gore1089
      @gore1089 6 місяців тому

      Unless the global central bankers start a debt-forgiving program.
      All this inflation is only à temporary respite.
      But that's not going to happen.
      Which is why they want to bring in centralised cbdc's so all our wealth in their hands.
      No more fractional reserves needed.

  • @BrettGCU
    @BrettGCU 6 місяців тому +1

    Very biased opinion especially Mark only looking 1/3 of the economy (Aussies with Mortgages). These guys have been talking rates cuts last few months but way off with 350,000 extra ppl in the country with sticky inflation can’t see any cuts in a while.

  • @philmelb1022
    @philmelb1022 6 місяців тому

    The biggest cause of inflation is house/apartment prices.

    • @philmelb1022
      @philmelb1022 6 місяців тому

      @@andrewkerr5296 they do use them. Anyway that's the biggest contributer to inflation

  • @philmelb1022
    @philmelb1022 6 місяців тому

    Wages in usa is not higher than Australia.

    • @philmelb1022
      @philmelb1022 6 місяців тому

      @@andrewkerr5296 not Americans I'm speaking to in finance sector. Their wages lower than.australia.

  • @tyndni
    @tyndni 6 місяців тому

    Lol let's spend a bil on solar panels instead of housing.. far out.

  • @Svinky-mate
    @Svinky-mate 7 місяців тому

    Ciggies are so much more than 40$ a pack haha

  • @carllyons4903
    @carllyons4903 6 місяців тому

    You trust the information from China, keep trying to talk it up😂😂😂

  • @phonies
    @phonies 6 місяців тому

    You can always trust a greek.. but two... never😂

  • @philmelb1022
    @philmelb1022 6 місяців тому +1

    Wages go up inflation becomes sticky interest rates stay higher. Simples.

  • @jaysay.youtube
    @jaysay.youtube 6 місяців тому

    bro YBR is still running at a loss… go fix it instead of trying to be famous on social media

  • @waynehamilton4264
    @waynehamilton4264 6 місяців тому

    🐂💩more like 13 %