I posted this earlier, via WPAC: Australia housing finance data today (for September) - preview

September housing finance data due at 0030 GMT

  • Home loans m/m, expected is 2.0%, prior was 1.0%
  • Investment lending m/m, prior was 4.3%
  • Owner-occupied loan value m/m, prior was 0.9%

This now via ANZ:

  • We think the number of housing finance commitments rose strongly in September.
  • Approvals have already increased in each of the last four months, which is the longest run since early 2015.
  • Generous stamp duty discounts for first home buyers in New South Wales and Victoria appear to be bringing forward plenty of demand, and this is expected to continue over the near term.