Standard and Poor's Global credit agency's quarterly report on "Australian Home Loan Arrears"

S&P:

  • High levels of household debt and underemployment, as well as low wage growth, are leading to rising levels of mortgage arrears
  • says interest rate and tax cuts, as well as easing credit conditions, are unlikely to help much
  • Investor arrears are rising faster than owner-occupier arrears
  • "Tepid wage growth, high household debt and a softening economy are likely to keep arrears elevated for some time"
  • "Tougher refinancing conditions will continue to hold down prepayment rates by restricting borrowers' ability to self-manage their way out of mortgage stress."

(overnight news, an ICYMI)