No sign of any bounce in specufestor mortgages in October APRA data. Year on year is still down marginally for the big eight:

Month on month was slightly positive but the trend is sideways. ANZ is making up for lost time. Others are becalmed. NAB is crunched:

Mad Macquarie remains…mad:

There is no rebound at all in these numbers. If house prices are to keep rising then it will have to happen without investors.
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