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 Stephen Koukoulas - “Growth momentum means offshore investors want to put their money in Australia.”
 Stephen Koukoulas - “The market hasn't been paying enough attention to inflation risks as it should.”
 Stephen Koukoulas - “The strong employment gains intensify upside inflation risks. Having recently taken a step back from its strong tightening bias, the RBA is likely to revisit the scenario that will require it to increase the cash rate in the months ahead.”
 Stephen Koukoulas - “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.”
 Stephen Koukoulas - “Underlying inflation is still sufficiently strong for the RBA to maintain a fairly strong bias to increase interest rates in the months ahead, although the urgency for a rate rise is not yet extreme.”
 Stephen Koukoulas - “The unemployment rate is likely to break below 5 percent in the months ahead. It will escalate the pressure on the Reserve Bank to raise interest rates, which in turn will be a shot in the arm for the Australian dollar.”

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