credit growth

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Feb 5, 2026 by Brendan O'Connor · across every show →

Everything said about credit growth, oldest first

Feb 5, 2026
Assertion Supported
O'Connor: Australian credit expanded at 10% annually into the 2000s
“Interestingly, credit growth in Australia was growing at 10% per annum and hadn't been less than 10% for many, many years. And so you had this huge growth in leverage coming into the household sector that drove the profits of the banks.”
Brendan O'Connor Feb 5, 2026 ▶ 9:41 Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485)
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