Investor Loans Go Boom!

Digital Finance Analytics (DFA) Blog

Nov 12 2025 | 00:09:57

00:00 / 00:09:57

Show Notes

One of the worst decisions the ABS made was to reduce the reporting of new lending trends from monthly to quarterly, delaying of course any reactions from regulators, or commentary from analysts. And today’s quarterly release relating to the September confirms what we had suspected, namely that the number of investment loans in the September quarter increased to its highest level since March Quarter 2022. The increase pushed investor borrowing to 41 per cent of the total, just a few percentage points below the 45 per cent figure it hit in 2014 when the Australian Prudential Regulatory Authority imposed “speed […]

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