The author has been described by News Ltd as an "iconoclast", "Svengali", a pollie's "economist muse", and "pungently accurate". Fairfax says he is a "Renaissance man" and "one of Australia’s most respected analysts." Stephen Koukoulas concludes that he is "85% right", and "would make a great Opposition leader." Terry McCrann claims the author thinks "‘nuance’ is a trendy village in the south of France", but can be "scintillating" when he thinks "clearly". The ACTU reckons he’s "an enigma wrapped in a Bloomberg terminal, wrapped in some apparently well-honed abs."

Thursday, November 10, 2011

Koukoulas clarifies: December rate cut is 95% certainty

Here are the big man's probabilities:

"Rate cut is almost a done - curious to see if it's 50. My odds now: Steady 5%; 25 cut 60%; 50 cut 34%; 75+ cut 1%. What's your call?"