Hmm CBA & ANZ just both reported record profits. NAB reported a slight decrease in profits for the first quarter (6Feb). That just leaves WBC. I can't find any recent announcements for WBC of note. They did have a slide in profit of 7% for their full results in Nov last year and they don't report their half year results until May.
The only other thing it could be is something out of the blue for any of these banks.
I kind of doubt whether Rickards is onto something, he gets things wrong quite a bit. Still we will know tomorrow.