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The executive president of CBA, Matt Comyn, has three cuts linked in 2025.
A shock leap in arrears in mortgage loans has failed to prevent several banks from canceling the expectations of mega tariff cuts, since Frenzy accumulates before the meeting of the Bank of the Tuesday’s reserve.
The largest Bank Bank Bank Bank CEO in the country, Matt Comyn, is among those who move to the expectations of reduction of temperature rate, after releasing its commercial update of the third quarter of 2025 for the period until March 31, which saw profits of $ 2.6 billion.
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The mortgage loans are above the historical averages for the Bank of the Commonwealth now.
CBA data to the consumer published on May 14. Source: CBA/ASX.
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Mr. Comyn expects a 25 BPS cut to the cash tariff target by the Bank of the Reserve Bank on Tuesday, an opinion reinforced by the senior economist of CBA Belinda Allen, who on Thursday stayed with his call due to the rate of disapproval and salary growth.
CBA has also marked two more cuts during the year for a total of 75BP ahead to close 2025 to 3.35 percent, almost half of the projections of the National Rival Australia Bank that has set an autumn of 150 bp in February of next year.
The market is Virtualy 50-50 at this stage on whether RBA will go 50 PBS, with the ASX rates tracker currently at an expectation of 51pc (below 56pc on May 1) or a decrease in the interest rate to 3.6pc on Tuesday. That would make it a 50 bp cut, similar to the NAB view of the equivalent of a double rate cut on Tuesday.
This as CBA, the largest bank in the country, highlighted an increase in its problematic loans that forced an expenditure of deterioration of $ 223 million at the quarter of the quarter, with Mr. Comnn marking “increases in consumers and companies.”
Comyn said in a statement to the Stock Exchange that “the delays in mortgage loans have increased during the quarter to 0.71pc”, up to 5 basic points to sit above its historical average (0.65PC).
The delays in CBA mortgage loans are back to the level that in March 2019, a year before the pandemic coup, and at a time when the cash rate had longed for a low 1.5PC for more than three years.
“We know that it has bone in another challenging period for many Australian households and companies that deal with the cost of living pressures,” Comyn said. “We have focused on participating proactively with our customs in a variety of support options to help those who need it most.”
How the ASX rates tracker is trend. Source: ASX.
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Global Investment Banker TD Securities has also marked that the RBA would be “slow and stable and without hurry” to reduce rates this year.
An update of the clients overnight of Prashant Newnaha, senior strata of Asia-Pacific rates, said that “our current forecast is that the RBA deliver two additional cuts of 25 BPS, in May and August.”
That would reduce the target of the cash rate to 3.85PC on May 20 and then to 3.6pc in August.
“We continually believe that it is very unlikely that the bank delivers cuts between the meetings (monetary policy declaration) Given the perspective of tariffs is not as serious as it was a few weeks ago.”
The SOMP is published four times a year together with the monetary policy decisions of February, May, August and November of the RBA Monetary Policy Board.
The only other rate reduction that TD Securities marked was an additional reduction of 25 BPS in November, which would reduce the target of the cash rate to 3.35 percent.
“The risk for our call is that the RBA deliver another 25 BPS cut in November, but the market has a price for this result.”
TD Securities said that the decrease in the cost of building a new home has decreased for 3 consecutive months and the annual series has provided a good advantage for where the half -trimmed IPC is directed. Source: TD Securities
TD Securities believes that “the results of the labor market and the CPI and the labor market have landed near the February 25 declaration of the Bank on monetary policy forecasts and should support the bank at the meeting of next week.”
He said inflation had continued to decrease constantly.
“With respect to the CPI, the bank has paid more attentive to the inflation of the house and, in that sense, the results are moving in the right direction for the RBA. The decrease in the cost of building a new home has decreased for three Ha of average tray and the header of the annual series.
He said that annual annual rental growth was also slowing down.
Analysts were interested in seeing how the RBA Board addressed the question of risks around tariffs.
“Or the private approach will be the evaluation of the RBA of the risks around tariffs. There are downward risks for growth, but we do not see a convincing case for the average forecasts of IPC cut to deviate from 2.7PC. They are axis of the axis of the axis of the axis of the axis of the axis of the axis.”
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