Commonwealth Bank of Australia

CBA: XASX (AUS)

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Australian Major Banks: Modest Earnings Impact from Tariffs, but Uncertainty Is Higher

Nathan Zaia

Apr 10, 2025

Australian major banks were not immune from the market sell-off following US tariff announcements, with a potential hit to GDP growth clouding the earnings outlook. But so far in fiscal 2025, credit growth is ticking up on population and wages growth, while credit stress has been low.

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Commonwealth Bank of Australia

Australian Major Banks: Modest Earnings Impact from Tariffs, but Uncertainty Is Higher

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