We review our exposure to the major banks and update our taking on the group. That said, there are a number of factors that support the adjustment of our coverage.
In this report, we will discuss:
- How have Australian Banks performed recently?
- How have our recommendations changed based on these results?
Related Posts
August 14, 2026 in Business
Provenance
The Verdict Excluding the continued uncertainty about the Strait, the bond market didn’t accept good news this week and needs to be watched like a hawk. Soft inflation data usually…
Read More
August 7, 2026 in Business
The Float
The fatLITE is the weekly read. Membership is the position. The Verdict Washington spent this week working to weaken its own currency, and the reason is more to do with…
Read More
July 31, 2026 in Business
The Roof Comes Later
The fatLITE is the weekly read. Membership is the position. The Verdict For the US government, the cost of borrowing for thirty years reached a nineteen-year high this week. In…
Read More