PODCAST

Digital Finance Analytics (DFA) Blog

Martin North

We discuss the latest finance and digital business news, with a distinctively Australian flavour

business business news

All Episodes

00:38:57

Is The Financial Stress Worm Finally Turning Or Is It...

Digital Finance Analytics (DFA) Blog ·

2025/06/01

If you believe the hype, households across Australia are experiencing waves of relief, as rates are cut, incomes rise and inflation falls. But, judging by the results from my latest surveys, this is far from true. Worse, home prices could well start taking off again, as supply does meet demand from new migrants, and other … Continue reading "Is The Financial Stress Worm Finally Turning Or Is It Eating It’s Young?"

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00:24:12

Tariffs; The Uncertainty Gift That Keeps Giving…

Digital Finance Analytics (DFA) Blog ·

2025/05/31

This is our weekly market update, where we start in the US, cross to Europe and Asia and end in Australia, covering commodities and crypto on the way. Another chaotic week, with the tariff issues spinning into farce, even as long term bond yields claw higher, and friction with China and the US continues. Sentiments … Continue reading "Tariffs; The Uncertainty Gift That Keeps Giving…"

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00:17:54

The Gas Long Con Continues; For Now… At What Cost?

Digital Finance Analytics (DFA) Blog ·

2025/05/30

Australia’s economic woes can be sheeted to poor Government on housing, tax non-reform and many other factors, but the mother of all problems is the costs of energy. I find in amazing that despite swimming in gas being sucked from the ground by several large multinational companies who apparently pay no tax, they sell the … Continue reading "The Gas Long Con Continues; For Now… At What Cost?"

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00:08:32

The Tariff Snakes And Ladders Game Takes Another Turn!

Digital Finance Analytics (DFA) Blog ·

2025/05/29

Here we go again, more uncertainly relating to Trumps Favorite policy tool, which has been thrown into turmoil after the US trade court issued a rare rebuke blocking many of the import taxes he has threatened and imposed on other countries. The US trade court is part of the nation’s federal court system and was … Continue reading "The Tariff Snakes And Ladders Game Takes Another Turn!"

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00:12:37

Kiwis Get Another Rate Cut: But Will Home Prices...

Digital Finance Analytics (DFA) Blog ·

2025/05/28

New Zealand has been on a more aggressive monetary policy path, having pushed rates high enough to create a recession, then cut them again after starting its easing cycle in August lowering the OCR by 225 points including another 25 basis points today, making the RBNZ one of the most aggressive rate cutters among its … Continue reading "Kiwis Get Another Rate Cut: But Will Home Prices Respond?"

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01:12:30

DFA Live Q&A Replay: What The ??? Just Happened? With...

Digital Finance Analytics (DFA) Blog ·

2025/05/27

This is an edited version of a live discussion with Investment Manager at Alto Capital Tony Locantro, as we explore the current financial and social landscape. Details of our one to one service are here: https://digitalfinanceanalytics.com/blog/dfa-one-to-one/ Go to the Walk The World Universe at https://walktheworld.com.au/ Find more at https://digitalfinanceanalytics.com/blog/ where you can subscribe to our … Continue reading "DFA Live Q&A Replay: What The ??? Just Happened? With Tony

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01:07:17

Its Edwin’s Monday Evening Property Rant!

Digital Finance Analytics (DFA) Blog ·

2025/05/26

Edwin and I discuss the latest from the property market, and the political and economic events which underpin it. Funny how politicians seem to look after their own interests, not ours, and how the spin from the property sector continues to diverge from reality on the ground. Meantime, energy prices are set to rise, even … Continue reading "Its Edwin’s Monday Evening Property Rant!"

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00:07:25

No Cash, Crickets And A War Of Mass Distraction!

Digital Finance Analytics (DFA) Blog ·

2025/05/25

Believe it or not, its now 12 months since the Senate Inquiry into Regional Banking released their report. You may recall that I, working with The Regional’s Dale Webster, alongside the Citizens Party and others, managed to get the Rural and Regional Affairs and Transport References Committee to look at banking in the regions, and … Continue reading "No Cash, Crickets And A War Of Mass Distraction!"

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00:21:48

The Markets React To The Art Of The Deal Going Full...

Digital Finance Analytics (DFA) Blog ·

2025/05/24

This is our weekly market update where we start in the US, cross to Europe and Asia, and end in Australia, covering crypto and commodities along the way. U.S. equities pulled back this week after a torrid rally, as investors turned their attention to tax and spending legislation poised to swell the U.S. government’s $36 … Continue reading "The Markets React To The Art Of The Deal Going Full Picasso!"

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00:09:29

Reality Versus The Statisticians: Yes You Do Have An...

Digital Finance Analytics (DFA) Blog ·

2025/05/23

The strong message I continue to get from my household surveys is that many households feel trapped in the jaws of ever higher prices, and see a real devaluation in their effective income, which means they are going backwards. Many are working more hours and multiple jobs to try and get by. Yet the Government … Continue reading "Reality Versus The Statisticians: Yes You Do Have An Real Income Recession!"

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00:13:52

Signals From The Bond Market Front Line…

Digital Finance Analytics (DFA) Blog ·

2025/05/22

Something important is happening in the Bond markets which will impact us all. In short, all around the world it seems, investors are more reluctant to lend to governments over long terms. Overall, bond investors are demanding more compensation to buy longer maturities — and not just for the US. Japanese and UK 30-year yields … Continue reading "Signals From The Bond Market Front Line…"

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00:16:27

Expect The Unexpected As Uncertainty Spirals…

Digital Finance Analytics (DFA) Blog ·

2025/05/21

Funny how Bond markets seem to look past most of what RBA Governor Michelle Bullock said in her post Monetary Policy Committee meeting yesterday, but remember they are gamblers. As was expected, the RBA cut the cash rate by 25 basis points to 3.85 per cent in its second reduction this year, but revelations during … Continue reading "Expect The Unexpected As Uncertainty Spirals…"

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01:28:07

DFA Live Q&A Replay: How To Get The Best From A Real...

Digital Finance Analytics (DFA) Blog ·

2025/05/20

This is an edited version of a live discussion as I explore the thorny question of how to get good advice, and best value from Real Estate Agents. I will be joined by insiders who will share their industry insights. Aaron Scott https://www.brightagent.com/Edwin Almeida info@ribbonproperty.com.au Details of our one to one service are here: https://digitalfinanceanalytics.com/blog/dfa-one-to-one/ … Continue reading "DFA Live Q&A Replay: How To Get The Best From A Real Estate Agent"

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01:19:21

Its Edwin’s Monday Evening Property Rant!

Digital Finance Analytics (DFA) Blog ·

2025/05/19

A mega edition tonight, as we look at the rate cut expectations and their impact on home prices, the fall out from the changes to rental rules, the $3m+ gains tax on superannuation and its implications and the latest from the Wee Chat market seekers in Melbourne. http://www.martinnorth.com/ Go to the Walk The World Universe … Continue reading "Its Edwin’s Monday Evening Property Rant!"

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00:16:38

Housing Affordability Blown To Bits…

Digital Finance Analytics (DFA) Blog ·

2025/05/18

Which ever way you look at it, housing affordability in Australia is shot. Cotality (formerly CoreLogic) reported that the total value of Australia’s housing stock was $11.3 trillion as of April 30, 2025, with the average home worth exactly $1 million. This is a leech on the economic prosperity of Australia, and a massive misallocation … Continue reading "Housing Affordability Blown To Bits…"

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00:21:04

OK, So Now Where Do Markets Go Next?

Digital Finance Analytics (DFA) Blog ·

2025/05/17

This is our weekly market update, where we start in the US, cross to Europe and Asia, and end in Australia, covering crypto and commodities along the way. Superficially since the start of the year, global stocks, as measured by the MSCI index are up a healthy 4.67% while the European STOXX 600 is up … Continue reading "OK, So Now Where Do Markets Go Next?"

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00:12:34

Are They Banking On Their Own Futures; Not Yours?

Digital Finance Analytics (DFA) Blog ·

2025/05/16

Commonweath Bank was in the news this week, first because of its reported results, and second because of its “draconian” handling of what is called the Know Your Customer or KYC rules. CBA reported a flat cash profit of a $2.6 billion during the third quarter of the 2025 financial year pretty much in line … Continue reading "Are They Banking On Their Own Futures; Not Yours?"

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00:09:13

Pop Goes The Rate Cut Calls?

Digital Finance Analytics (DFA) Blog ·

2025/05/15

Just a few days ago, markets were betting on a mega 50 basis point cut in the cash rate by the RBA next week and expecting a rate below 3% before the end of the year, anticipating at least five RBA rate cuts with a decent chance of a sixth, reflective of the worrying second … Continue reading "Pop Goes The Rate Cut Calls?"

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00:15:13

An Island Of Strangers?

Digital Finance Analytics (DFA) Blog ·

2025/05/14

The latest data from the ABS on Overseas Arrivals and Departures, in Australia revealed that the fall in Australian net overseas migration may have stalled and started to reverse. Of course high migration puts pressure on home prices, stoking demand for rental property as well, and also paves a path to lower wages for some, … Continue reading "An Island Of Strangers?"

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01:32:24

DFA Live Q&A: Post Code Analysis: Households Under...

Digital Finance Analytics (DFA) Blog ·

2025/05/13

This is an edit of a live discussion as I explore the latest from my surveys and modelling and deep dive on specific post codes. It included specific post code data requested by viewers. http://www.martinnorth.com/ Details of our one to one service are here: https://digitalfinanceanalytics.com/blog/dfa-one-to-one/ Go to the Walk The World Universe at https://walktheworld.com.au/ Find … Continue reading "DFA Live Q&A: Post Code Analysis: Households Under The Pump"

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Digital Finance Analytics (DFA) Blog

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