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Basel III - banks hold around 8% equity, and have loss absorbency buffers/tools. For example, forced restrictions in dividend payouts for an interim period to absorb any losses made from stress conditions. APRA's stress testing shows that Australian banks are resilient enough to hold strong...

Lower rates do drive values up - cheaper money leads to higher nominal prices.

I like Freckles analysis! Its always a good idea to start with a strong opinion and try and work out how it makes sense later. Many of the worst decisions I've ever made have been done that way! Highly recommended.

Haha, definitely serious Freckle. What's the narrative around the charts you posted - there's a lot of squiggles there but I'm of two minds as to whether it tells a story or whether they were the first result on google images?

Solid analysis Redom, you've stepped out the 'soft touch' regulatory responses really clearly - thanks for your post, really helpful! I tend to agree with your general themes, to me it makes sense. From a regualtors perspective, the soft approach is almost always preferrable. Legislation...