I posted a few snippets from banks on what to expect, for background here is the link ICYMI.

Home loans -2.5% m/m …. the -2.8% initially hitting seems to be incorrect, its -2.5%

  • expected -0.5%, prior +0.8%

Investment lending -2.7% m/m

  • expected -1.5%, prior 0.9%

Owner-occupied loans -3.4% m/m

  • expected -0.5%, prior 3.4%

Misses *3 for the data.

more to come

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AUD has dropped today after President Trump's tweets over the weekend and the further developments early Monday.

And, more