australian banks

Macquarie's annual mortgage broker survey shows what brokers are seeing on the ground, and what it means for the banks and their investors.

The big banks are tipped to hit their profit targets this reporting season, but stretched valuations leave little room for disappointment.

Overweight resources and industrials, underweight banks and agriculture. Morgans' sector views and the stocks backing them.

From our write-up "Are the banks well-provisioned?" in April, and with Judo's June update, a re-assessment couldn't be more timely.

The broker argues investors are focusing too much on interest rates and not enough on what's happening beneath the surface of companies.

The days of relying on the major banks to bolster the ASX might be over.

The Australian banking sector approaches the May 2026 reporting season, at a possible structural turning point in the credit cycle.

Auscap's Will Mumford says valuation divergence and AI mean there's plenty of mispricings on the ASX right now.

UBS finally turns bullish on one of the Big Four, upgrading NAB to Buy and flagging opportunity across three other ASX financials.

Morgan Stanley gives its ASX 200 target, whether we get rate cuts in 2026 and the big themes for the Australian economy.