Stability in overall inflation conceals conflicting underlying trends
New loan-level data shows majority of mortgages to renew in next two years, most at higher rates
Troubled consumer discretionary sector leads insolvency surge
Smaller banks less diversified than Big Six, but still poised for growth
Economic outlook supportive for banks, but risks are all to the downside
Prices rose just 0.1% from October to November: U.S. Commerce Department
Payroll employment, job vacancies both decline as labour demand ebbs
Amid an expected easing in the U.S., the rating agency has a neutral outlook on global bank regulation
Job vacancies continue decline, total labour demand slips, in third quarter
Loose financial conditions, tariffs are both potentially inflationary