Insights
Broker Notes
-
Broker Notes #15: RBA Holds at 4.35% as Investor Lending Posts Its Steepest Fall in Four Years
Read more →: Broker Notes #15: RBA Holds at 4.35% as Investor Lending Posts Its Steepest Fall in Four YearsThe RBA holds the cash rate at 4.35 per cent as investor lending posts its steepest quarterly fall in almost four years.
-
Broker Notes #14: Bullock Warns of ‘Difficult Decisions’ Days Before the RBA’s Rate Call
Read more →: Broker Notes #14: Bullock Warns of ‘Difficult Decisions’ Days Before the RBA’s Rate CallBullock warns of ‘difficult decisions’ on rates as prices fall 0.7% and mortgage demand drops 12.5%.
-
Broker Notes #13: Westpac Drops Its Rate-Hike Call as Bullock Warns the RBA Isn’t Finished
Read more →: Broker Notes #13: Westpac Drops Its Rate-Hike Call as Bullock Warns the RBA Isn’t FinishedWestpac drops its rate-hike call after CPI eases, but Bullock says the RBA isn’t finished yet.
-
Broker Notes #12: Mortgage Stress Climbs to 1.6 Million as RBA’s August Call Remains Genuinely Split
Read more →: Broker Notes #12: Mortgage Stress Climbs to 1.6 Million as RBA’s August Call Remains Genuinely SplitMortgage stress hits 1.6 million Australians for a fifth month as the RBA weighs another hike.
-
Broker Notes #11: Tax Reform Pushes Investors Into Riskier Bets as Lenders Keep Cutting
Read more →: Broker Notes #11: Tax Reform Pushes Investors Into Riskier Bets as Lenders Keep CuttingTax reform is pushing investors into riskier bets, the SMSF deadline is fuelling pressure sales, and lenders keep cutting anyway
-
Broker Notes #10: Banks Split on Rate Forecasts as 18 Lenders Cut Anyway
Read more →: Broker Notes #10: Banks Split on Rate Forecasts as 18 Lenders Cut AnywayBanks split on rate forecasts, 18 lenders cut anyway, and the SMSF deadline nears
-
Broker Notes #9: Home Values Post Sharpest Fall Since 2022 as Tax Reforms Pass
Read more →: Broker Notes #9: Home Values Post Sharpest Fall Since 2022 as Tax Reforms PassNational home values fell 0.4% in June, the sharpest monthly drop since December 2022, as Sydney and Melbourne prices dropped and auction clearance rates sank into the low 40s. The…
-
Broker Notes #8: RBA Pauses at 4.35%, But Affordability Gains Are Already Gone
Read more →: Broker Notes #8: RBA Pauses at 4.35%, But Affordability Gains Are Already GoneThe RBA held the cash rate at 4.35% on Tuesday, calling the first pause in 2026 after three consecutive hikes added 75 basis points to borrowing costs since February. The…
-
Broker Notes #7: NAB Declares the Cash Rate Has Peaked at 4.35%
Read more →: Broker Notes #7: NAB Declares the Cash Rate Has Peaked at 4.35%NAB became the third major bank this week to declare that Australia’s cash rate has peaked at 4.35 per cent, and that the next move, when it comes, will be…