Antipodean Macro

Antipodean Macro

Only Charts

ONLY CHARTS #605

Aus & NZ mortgage rates, Aus household inflation expectations, NZ dwelling growth, World composite PMI, US ISM, World semiconductor sales

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Antipodean Macro
Jul 07, 2026
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1. The weighted-average interest rate on outstanding housing loans in Australia rose to 6.28% in May but declined a little further to 4.83% in New Zealand.

2. There is also more than a 100bp gap between the weighted-average interest rates on new housing loans in Australia and New Zealand.

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