June saw a big rebound after the re-opening and pent-up demand but it didn’t last long. From the big eight banks. Monthly:
ANZ | CBA | MAC | NAB | WBC | BOQ | BEN | SUN | Total | |
Jul-20 | 0.5 | 0.0 | -0.5 | -1.1 | -0.4 | 0.9 | 0.9 | -0.4 | -0.2 |
Jun-20 | 0.7 | 0.2 | 1.1 | -0.3 | 0.3 | -0.1 | 1.1 | -0.4 | 0.2 |
May-20 | 0.4 | -0.1 | -2.0 | -0.6 | -0.4 | -0.1 | 0.9 | -0.1 | -0.3 |
Apr-20 | -0.1 | 0.0 | 2.3 | -0.7 | -0.7 | -3.0 | 0.2 | -0.4 | -0.3 |
Mar-20 | -0.5 | 0.0 | 2.3 | -0.6 | -0.4 | 0.1 | 1.3 | -0.4 | -0.2 |
Feb-20 | -0.4 | 0.1 | 2.2 | -0.4 | -0.2 | -0.2 | 0.5 | 0.0 | -0.1 |
Jan-20 | -0.2 | 0.1 | 3.2 | -0.8 | -0.3 | -0.3 | 0.6 | 3.2 | 0.0 |
Dec-19 | -0.2 | 0.3 | 3.8 | -0.5 | -0.2 | -0.4 | 0.9 | -0.4 | 0.0 |
Nov-19 | -0.3 | 0.2 | 3.8 | -0.6 | -0.3 | -0.1 | 0.8 | -0.3 | -0.1 |
Oct-19 | -0.3 | 0.1 | 4.9 | -0.6 | -1.0 | -0.2 | 0.4 | -0.1 | -0.3 |
Sep-19 | -0.6 | 0.1 | -0.2 | -0.7 | -0.5 | -0.6 | 0.3 | -0.1 | -0.4 |
Aug-19 | -0.7 | 0.1 | 3.5 | -0.7 | -0.4 | 0.0 | 0.4 | 0.1 | -0.2 |
Jul-19 | -0.9 | 0.3 | 0.9 | 0.0 | 0.3 | 0.2 | -0.9 | 0.5 | 0.0 |
And annual, which we can do again as the inept-APRA roll-off of investor loan definition changes transpires:
ANZ | CBA | MQG | NAB | WBC | BOQ | BEN | SUN | Total | |
Jul-20 | -1.6 | 1.0 | 28.4 | -7.3 | -4.3 | -4.0 | 8.6 | 0.9 | -1.8 |
Jun-20 | 11.9 | 17.3 | 70.3 | 2.4 | 16.1 | 1.1 | 14.2 | 6.5 | 13.8 |
May-20 | 10.2 | 17.4 | 69.9 | 2.7 | 16.2 | 1.4 | 11.9 | 7.4 | 13.5 |
Apr-20 | 9.0 | 17.8 | 74.3 | 2.9 | 17.0 | 1.5 | 11.6 | 7.5 | 13.8 |
Mar-20 | 8.4 | 18.0 | 71.5 | 3.2 | 18.0 | 4.5 | 12.1 | 7.7 | 14.1 |
Feb-20 | 8.3 | 18.0 | 68.3 | 3.6 | 18.5 | 4.3 | 11.7 | 7.8 | 14.2 |
Jan-20 | 8.1 | 17.9 | 65.8 | 3.9 | 18.7 | 4.4 | 11.6 | 7.8 | 14.2 |
Dec-19 | 7.7 | 17.7 | 62.2 | 4.6 | 18.9 | 4.7 | 11.3 | 4.0 | 14.1 |
Nov-19 | 7.4 | 17.6 | 58.2 | 4.9 | 19.3 | 3.6 | 10.4 | 4.8 | 14.1 |
Oct-19 | 7.4 | 17.4 | 54.0 | 5.7 | 19.6 | 5.7 | 10.2 | 5.4 | 14.2 |
Sep-19 | 7.1 | 17.5 | 48.8 | 6.6 | 20.5 | 5.6 | 10.2 | 6.3 | 14.5 |
Aug-19 | 7.2 | 17.1 | 51.7 | 7.4 | 21.0 | 6.3 | 10.9 | 6.8 | 14.9 |
Jul-19 | 7.6 | 17.1 | 50.6 | 8.3 | 21.3 | 6.2 | 11.3 | 6.7 | 15.2 |
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