Digital Finance Analytics (DFA) Blog

01:16:04

Its Edwin’s Monday Evening Property Rant!

Digital Finance Analytics (DFA) Blog ·

2025/06/09

Another dose of sense from our Property Insider Edwin Almeida, as we kick over the coals of the market, after a weaker auction session this week. Which begs the question, are markets set to run higher, or are other factors in play? Where is the new money coming from, and what will the consequences be? … Continue reading "Its Edwin’s Monday Evening Property Rant!"

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00:12:45

Property Lies, Distortions And Social Consequences…

Digital Finance Analytics (DFA) Blog ·

2025/06/08

If you look at the data on property, and specifically mortgage lending, there is something lurking in the woodshed. It is simply this. Mainstream bank lending has become the preserve of wealthier, older borrowers, with a combination of lending rules, risk aversion, climbing asset prices, and rising living costs locking younger, less wealthy Australians out … Continue reading "Property Lies, Distortions And Social Consequences…"

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00:27:16

Flying Blind? Markets Sway As Global Debt Bomb Looms!

Digital Finance Analytics (DFA) Blog ·

2025/06/07

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 along the way. In the battle of the two mega egos, of Tump and Musk, which raged this week on socials, the lynch-pin was a deep question about the sustainability … Continue reading "Flying Blind? Markets Sway As Global Debt Bomb Looms!"

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00:11:41

Is CBA ≥ NVIDIA?

Digital Finance Analytics (DFA) Blog ·

2025/06/06

On Wednesday Commonwealth Bank shares hit a record $181.10, to become the first ASX-listed company to be valued at more than $300 billion. By comparison, the country’s second-largest company by value, BHP, has a market capitalisation of $192 billion. The iron ore giant had been the ASX’s biggest stock since it collapsed its British company, … Continue reading "Is CBA ≥ NVIDIA?"

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00:18:40

Is Australia At Risk Of “Jumping The Shark?”

Digital Finance Analytics (DFA) Blog ·

2025/06/05

The slang term “Jumping The Shark” according to the Urban Dictionary, is when something has reached its peak and begun a downhill slide to mediocrity or oblivion. It was especially applied to TV shows like the Happy Days episode where Fonzie jumps over a shark while on water-skis. This was considered to be the low … Continue reading "Is Australia At Risk Of “Jumping The Shark?”"

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00:24:21

Can The Property Market Python Swallow The Equity...

Digital Finance Analytics (DFA) Blog ·

2025/06/04

There is massive wealth tied up in Australian property, but there some important questions which follow from this, especially given the expectation of inter-generational wealth transfer ahead, Governments seeking more tax sources, and the family bank becoming even more important in family finances. This show looks at these issues, and sheets the consequences back to … Continue reading "Can The Property Market Python Swallow The Equity Elephant?"

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01:56:54

DFA Live Q&A Replay: Property Nightmare Ahead? With...

Digital Finance Analytics (DFA) Blog ·

2025/06/03

This is an edit of a live discussion with Leith van Onselen, Chief Economist and Joint Founder of Macrobusiness. We dived into the latest trends across the Australian economy and delved into the expected trajectory of home prices ahead, as well as broader issues including migration and productivity. http://www.martinnorth.com/ Details of our one to one … Continue reading "DFA Live Q&A Replay: Property Nightmare Ahead? With Leith van Onselen"

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01:11:23

Its Edwin’s Monday Evening Property Rant!

Digital Finance Analytics (DFA) Blog ·

2025/06/02

In our regular show, Edwin and I unpack the latest property data and ask whether the booming headlines about more home price growth ahead tells the full story (clue: no). We also look at the latest from the Wee Chat Chatters and parse the statistics on auctions and clearance rates. And we meet the Godfathers … Continue reading "Its Edwin’s Monday Evening Property Rant!"

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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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