home loans

Roger Montgomery

Since peaking in March 2015, the share prices of our major banks have been plummeting. I fear there is more bad news ahead with the markets beginning to catch up with factors that will limit the banks’ ability to grow their mortgage books as quickly as they have in recent... Show More

Christopher Joye

In The AFR I argue that even after CBA and NAB hiked rates by 0.15 to 0.17 percentage points in the last two days, they are going to need to raise them again---or not fully pass-on any future RBA cuts. The majors have accumulated $31bn of common equity tier one... Show More