Antipodean Macro

Antipodean Macro

Only Charts

ONLY CHARTS #501

Aus housing finance, NZ concrete production, NZ GDP nowcast, NZ housing loans by maturity, US retail sales, China CPI

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Antipodean Macro
Feb 11, 2026
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1. The value of new housing loan commitments in Australia rose +9.5% q/q in Q4…

…led higher by +15.5% q/q increase in the value of owner-occupier first-home buyer loans. The Federal Government’s expanded first home-buyer 5% Deposit Scheme began on 1 October.

The value of other new owner-occupier loans rose +6.5% q/q and investor housing loans rose nearly 8% q/q.

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