News: Outlook: Mixed leads point ASX to flat start, page-33

Averages r made to be broken, don't buy that argument, mean reversion is only applicable to motion and simple biodynamics not a sentiment driven thing like the stock market but only IMHO, please DYOR.
Full recourse loans, strong construction stats, better business lending prospects (if Australia gets any weaker, it should be euthanized? God should give it something with minimal pain), strong NII figures, low central bank rates, securitisation pipeline, low risk of bad debts and housing shortages in Sydney metro and Auckland metro make the big banks specials + BEN + SUN, majors in order: NAB, CBA, ANZ (where is the ROTE for Asian business assets?), what is the exposure in Indonesia? (is that where President Obama came from?) and then WBC. Don't know about MQG, seems like MQG is the one bank that might hold the risks and need more capital due to its wholesale arm, seem to carry their own wholesale credit risk,
MQG would not be allowed to exist in its present form by domicile regulators in US, Europe or Canada. They expect their banks to hedge away wholesale credit, only IMHO, please DYOR.