Antipodean Macro

Antipodean Macro

Only Charts

ONLY CHARTS #438

Aus housing credit, NZ consumer inflation expectations, Aus new housing inflation

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Antipodean Macro
Oct 31, 2025
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1. Housing credit in Australia grew 0.6% m/m in September, with the investor component again leading the way (+0.8% m/m).

2. A more striking development has been the pick-up in personal credit growth in Australia in recent quarters.

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