Banks reported solid results, but signal caution ahead
Looming recession, easing population growth to undermine consumer demand
Increased mortgage borrowing drove monthly rise in household liabilities
Lower rates are easing household strains, but cracks are starting to show
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
Faster mortgage growth, HELOCs push debt over the $3 trillion mark
Bank is outperforming the rest of the Big Six, rating agency reports