COG Printed $9bn. Cash-Flow Lending Jumped 190%
COG printed $9bn in FY26. Cash-flow and secured lending jumped 190%. AFG commercial hit $4.3bn, up 19%. If that slot is still specialist-only, pull the count.
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Author: Jennifer Austin
Three Majors Call a Hike. 35 Cuts Since June, 52 Variables Below 6%
Three majors now call a hike. 35 lenders have cut new-money variables since 1 June and 52 sit below 6%. That is the loyalty-tax list, not September.
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CBA’s Ahead Share Slipped to 85% and Offsets Fell $3bn. That Is the Crack, Not the 50th Bank With a 5-Handle
CBA’s ahead share slipped to 85% from 87%, and offsets fell $3bn to $94bn. That is the crack, not the 50th bank with a 5-handle.
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Equifax Printed Four Straight Months of YoY Demand Decline. Plan the Book for a Smaller Enquiry Pool, Not a September Rebound
Equifax printed four straight months of year-on-year mortgage-demand decline. Plan the book for a smaller enquiry pool, not a September rebound.
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National Vacancy Held at 1.3% in July. If You’re Telling Investors the Rental Crisis Is Over, You’re Having the Wrong Conversation
SQM held national vacancy at 1.3% in July as listings rose to 40,771. The investor desk conversation is serviceability, not a crisis-over headline.
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