Yes, he’s back, from APRA October lending figures today, month on month growth for specufestor mortgages has now rebounded to 0.5% and year on year is back to 3%:
An incipient war for specufestors is building between CBA and WBC, both of which are running close to the 10% speed limit for the system on an annualised basis:
| ANZ | CBA | MAC | NAB | SUN | WBC | BEN | SUN | Total | |
| Oct-16 | 0.2 | 0.7 | -0.6 | 0.6 | -0.2 | 0.6 | 1.9 | -0.2 | 0.5 |
| Sep-16 | -0.1 | 0.7 | -0.7 | 0.4 | 0.7 | 0.7 | 0.7 | -0.4 | 0.1 |
| Aug-16 | -0.3 | 0.6 | -1.0 | 0.4 | -0.3 | 0.6 | 1.0 | -0.3 | 0.3 |
| Jul-16 | -0.6 | 0.7 | -0.6 | 0.3 | -0.1 | 0.4 | 0.5 | -0.1 | 0.3 |
| Jun-16 | -0.5 | 1.2 | -0.1 | 0.1 | 1.7 | 0.6 | -6.3 | 1.7 | 0.3 |
| May-16 | -0.4 | 0.9 | -0.2 | 0.4 | 2.1 | 0.2 | 0.6 | 2.1 | 0.4 |
| Apr-16 | -0.2 | 0.5 | -0.1 | 0.2 | 1.1 | 0.0 | 0.9 | 1.1 | 0.2 |
| Mar-16 | -0.2 | 0.2 | 0.0 | 0.3 | -0.1 | 0.3 | 1.1 | -0.1 | 0.2 |
| Feb-16 | -0.2 | 0.0 | -0.4 | 0.4 | -0.7 | -0.1 | 0.1 | -0.7 | 0.0 |
| Jan-16 | -0.1 | -0.1 | -0.1 | 0.4 | -0.5 | 0.1 | -0.3 | -0.5 | 0.1 |
| Dec-15 | 0.1 | 0.0 | -0.5 | 0.5 | -1.0 | -0.1 | -0.2 | -1.0 | 0.1 |
| Nov-15 | 0.0 | -0.3 | 0.6 | 0.9 | -0.9 | 0.3 | -0.1 | -0.9 | 0.2 |
| Oct-15 | -0.2 | -0.9 | -0.1 | 0.4 | -0.8 | -10.9 | 0.2 | -0.8 | -3.3 |
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Lower the specufestor limit to 5% now APRA.
