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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

00:08:29

Could An Alien Invasion Spark A Banking Crisis?

Digital Finance Analytics (DFA) Blog ·

2026/01/18

Talking of Black Swan Events, as I did in yesterdays market review, I came across an article in the Times which suggested that there was a risk of financial collapse if a declaration that alien life was real ever appears. This was discussed by an ex-Bank of England Analyst. Given what else is going on … Continue reading "Could An Alien Invasion Spark A Banking Crisis?"

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00:23:11

Financial Markets: Are Liquidity Black Swans Emerging?

Digital Finance Analytics (DFA) Blog ·

2026/01/17

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. Superficially, and to the relief of many, this past week has been a little less volatile than of late. However, below the surface, questions of liquidity and … Continue reading "Financial Markets: Are Liquidity Black Swans Emerging?"

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00:12:25

Housing Crisis Or Population Crisis?

Digital Finance Analytics (DFA) Blog ·

2026/01/16

The ABS released the latest Australian net long term and permanent arrivals data for November and revealed the highest level ever for that particular month. Net arrivals for the month are up 3.8% compared with this time last year and up 78.7% vs this time in 2019. So my question today is, does Australia have … Continue reading "Housing Crisis Or Population Crisis?"

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00:13:57

Pop Goes Those Fixed Rate Mortgages…

Digital Finance Analytics (DFA) Blog ·

2026/01/15

Given what I have been highlighting about the pivot in interest rate expectations, following the last RBA presser and the flow of economic data, plus the current market expectations of around 4% cash rates in June 2027, yes June 2027, it should surprise no one that fixed rate mortgages are on the rise. The largest … Continue reading "Pop Goes Those Fixed Rate Mortgages…"

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00:11:25

No Rate Cuts? The Inflation Genie IS Still Out The...

Digital Finance Analytics (DFA) Blog ·

2026/01/14

The latest data from the US BLS showed that superficially the core consumer price index, regarded as a measure of underlying inflation because it strips out volatile food and energy costs, rose 2.7% in December from a year earlier. That’s just a touch more than the 2.6% annual advance in November, which was the smallest … Continue reading "No Rate Cuts? The Inflation Genie IS Still Out The Bottle!"

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01:34:38

DFA Live Q&A HD Replay: Households Haunted By Debt:...

Digital Finance Analytics (DFA) Blog ·

2026/01/13

This is an edit of a live show where we delved into the question of household debt in Australia and how it translates into pressure on households. We looked at nominated specific post codes from our followers. Go to the Walk The World Universe at https://walktheworld.com.au/ Details of our one to one service are here: … Continue reading "DFA Live Q&A HD Replay: Households Haunted By Debt: Which Post Codes Are Worse?"

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01:13:57

Its Edwin’s Monday Evening Property Rant!

Digital Finance Analytics (DFA) Blog ·

2026/01/12

Our property insider Edwin and I discuss the latest media spin on property compared with the granular reality, consider the implications of the high-rise building craze, and also have tips on property insurance which you need to hear. More importantly, is it jam or cream first on a scone? Also guess where Edwin will be … Continue reading "Its Edwin’s Monday Evening Property Rant!"

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00:25:11

Markets Soar Into 2026 As Politics And Power Plays...

Digital Finance Analytics (DFA) Blog ·

2026/01/10

The fourth-quarter US reporting season kicks off with JPMorgan set to report before the opening bell in New York on Tuesday. Strategas Securities’ Ryan Grabinski said the bar is low for every sector but technology. “With Technology expected to post earnings growth of roughly 27 per cent for the fourth quarter, we continue to come … Continue reading "Markets Soar Into 2026 As Politics And Power Plays Trumps Economics!"

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01:27:58

The Beatings Will Continue Until Morale Improves!...

Digital Finance Analytics (DFA) Blog ·

2026/01/09

For our first show of 2026, Tarric and I dive deep into the data on housing, per capita data and the recent polls, plus a look at the implication of the events in Venezuela in the context of global hegemony. Are we going down the gurgler, and how can we stop it? Tarric’s slides can … Continue reading "The Beatings Will Continue Until Morale Improves! With Tarric Brooker"

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00:12:11

Labor’s “Shoot Ready Aim” Housing Policy Did Lift...

Digital Finance Analytics (DFA) Blog ·

2026/01/08

When Labor brought forward their 5% deposit scheme for first home buyers to 1 October 2025, Property Analysts warned that this could push up prices for homes below the new cut offs. Prices for both were growing at a similar rate before that time, and a sharp diversion emerged after the deposit scheme’s expansion was … Continue reading "Labor’s “Shoot Ready Aim” Housing Policy Did Lift Home Prices!"

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00:12:12

Don’t Be Fooled By The Latest CPI Read; Rate Hikes...

Digital Finance Analytics (DFA) Blog ·

2026/01/07

Inflation cooled faster than anticipated to 3.4 per cent in November, as a wave of retail discounting helped ease the pressure on household budgets during the holiday period. So while the Australian Bureau of Statistics noted persistent heat in housing, food and transport costs, the headline figure was dragged down by aggressive Black Friday sales … Continue reading "Don’t Be Fooled By The Latest CPI Read; Rate Hikes Are Coming!"

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01:34:40

DFA Live Q&A Replay: Investing In An Age Of Rising...

Digital Finance Analytics (DFA) Blog ·

2026/01/06

In our first live show of 2026 I am joined by Head of Investments Damien Klassen From Nucleus Wealth and Walk The World Funds. With the fast-moving events in Venezuela, Ukraine and Taiwan, where powerful leaders seek to impose their authority despite the so-called rules-based order, we consider whether this shift in the world order … Continue reading "DFA Live Q&A Replay: Investing In An Age Of Rising Imperialism: With Damien Klassen"

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00:55:27

Its Edwin’s Monday Evening Property Rant!

Digital Finance Analytics (DFA) Blog ·

2026/01/05

We are back for our first Rant of the year with Property Insider Edwin Ameida and I looking at the projections for property this year, chaos in the construction sector, and the impact of Government policy on First Time Buyers and Investors. 2026 will certainly be an interesting year! If you are buying your home … Continue reading "Its Edwin’s Monday Evening Property Rant!"

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00:08:28

6 Levers To Pull To Boost Your Finances In 2026

Digital Finance Analytics (DFA) Blog ·

2026/01/04

At the start of the new year, it is worth spending just a little time to make sure your finances are in the bets possible fettle. So today we look at six things to do to optimise your financial life. And as always we consider both money in and money out, but with a specific … Continue reading "6 Levers To Pull To Boost Your Finances In 2026"

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00:22:40

Volatility And Uncertainly; The Watchwords For...

Digital Finance Analytics (DFA) Blog ·

2026/01/03

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. As I already summarised last years market trends, in my show Markets Bet on Hope rather than expectations, we will dive directly in Fridays trade, where US … Continue reading "Volatility And Uncertainly; The Watchwords For Markets In 2026!"

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00:14:37

Confirmation Australia’s Housing Market Is Turning… But…

Digital Finance Analytics (DFA) Blog ·

2026/01/02

We had further confirmation today that the Australian housing market tide is turning, at least in terms of further price rises, but overall housing affordability remains at painful extremes, both for mortgage holders who in some cases are throwing more than half their disposable income at repayment, while renters are even more exposed. This is … Continue reading "Confirmation Australia’s Housing Market Is Turning… But…"

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00:20:41

The Year That Was: Markets Bet On Hope Over Expectation!

Digital Finance Analytics (DFA) Blog ·

2026/01/01

As we enter 2026, and Happy New Year to all, we should reflect on the fact that while hope is a desire for a positive outcome with uncertainty about its arrival, that represents a wish for the “most desirable,” outcome; expectation is a strong belief or probability assessment that something will happen, trusting the result … Continue reading "The Year That Was: Markets Bet On Hope Over Expectation!"

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01:37:39

DFA Live Q&A HD Replay: 2026 Property Trends With...

Digital Finance Analytics (DFA) Blog ·

2025/12/30

This is an edit of a live show where I was joined by Property Insider Edwin Almeida for a live Q&A session on Australian Property Trends In 2026. If you are buying your home in Sydney’s contentious market, you do not need to stand alone. This is the time you need to have Edwin from … Continue reading "DFA Live Q&A HD Replay: 2026 Property Trends With Edwin And Martin"

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00:39:21

Households Crushed By Bills As Housing Costs Explode...

Digital Finance Analytics (DFA) Blog ·

2025/12/29

Today we walk through our latest analysis of financial stress among households, using data up to the end of 2025. And its a sorry picture, despite all the spin out there. This show is a second in a series. Yesterday we looked at the economic data and home price scenarios – here: https://youtu.be/AO28uJroejY and tomorrow … Continue reading "Households Crushed By Bills As Housing Costs Explode In 2026!"

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00:34:08

Australian Home Price Scenarios Updated For 2026!

Digital Finance Analytics (DFA) Blog ·

2025/12/28

In this show we update our price scenarios based on the latest data and surveys, breaking down the data by state and territory. Things look like they could change quite fast, given the recent change in the economic weather. On Monday I will release the December Mortgage and Rental Stress data, which shows how bill … Continue reading "Australian Home Price Scenarios Updated For 2026!"

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Digital Finance Analytics (DFA) Blog

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