Financial Stability Review October 2023

Contents

• In Brief
• Financial Stability Assessment
• 1. The Global and Macro-financial Environment
  • 1.1 Global financial markets and non-bank financial institutions
  • 1.2 Global commercial real estate markets
  • 1.3 Households and businesses
  • 1.4 Banking sector
  • 1.5 Emerging markets (excluding China)
• 2. Resilience of Australian Households and Businesses
  • 2.1 Households
  • 2.2 Businesses
  • 2.3 Commercial real estate
• 3. Resilience of the Australian Financial System
  • 3.1 Banks
  • 3.2 Non-bank lenders
  • 3.3 Insurers
• 4. Domestic Regulatory Developments
• 5. Focus Topics
  • 5.1 Vulnerabilities in China’s Financial System
  • 5.2 An Update on Fixed-rate Borrowers
  • 5.3 Indicators of Household Financial Stress
  • 5.4 Interest Rate Risk
  • 5.5 Operational Risk in a Digital World
• Copyright and Disclaimer Notices

The material in this Financial Stability Review was finalised on 5 October 2023 and uses data through to 5 October 2023.

ISSN 1449–3896 (Print)
ISSN 1449–5260 (Online)