I think the simple narrative for CCP is that higher rates equal more chance of recession. Recession is bad because it will reduce collections and increase the chances and quantum of provisioning in the shortish term, meaning NPAT for the next 1-2 years impacted. Thats usually how far the market looks out, 1-2 years. CCP also has the lending element and is exposed to consuners on the cost of living coal face, like lower incone renters.
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