Digital Finance Analytics (DFA) Blog

00:26:01

Calibrating The Real Impact Of Households’ “Financial...

Digital Finance Analytics (DFA) Blog ·

2024/08/04

Today we look at the real impact of the recent Government support initiatives for households, as we update our models to the end of July, and adjust the tax bands, income changes, extra cost of living support and other initiates from both state and federal governments. Actually, while there were some improvements, not all households … Continue reading "Calibrating The Real Impact Of Households’ “Financial Relief”…"

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00:23:49

Is This Time Really Different, As Equities Fall Hard?

Digital Finance Analytics (DFA) Blog ·

2024/08/03

We are now deep into uncertain territory, as the thesis “this time is different” is being tested by reality, and for now, reality is winning. Investors are running from one side of the boat (hopefully not the titanic), to the other, as a fear of recession iceberg looms for investors still leveraged to the gunnels … Continue reading "Is This Time Really Different, As Equities Fall Hard?"

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00:15:10

Finally A Rate Cut, Though Weirdly Into A Growing...

Digital Finance Analytics (DFA) Blog ·

2024/08/02

As expected, the Bank of England finally cut the base rate by 0.25%, to 5%, the first cut in four and a half years though it was a finely balanced decision which reflected increased confidence that the worst inflation shock in decades, was easing. The Bank of England governor, Andrew Bailey, said inflationary pressures had … Continue reading "Finally A Rate Cut, Though Weirdly Into A Growing Economy!"

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00:11:17

The FED Does Nothing (Again…!)

Digital Finance Analytics (DFA) Blog ·

2024/08/01

The Federal Open Market Committee decided to leave the cash rate unchanged yesterday, and it’s weird that the biggest financial news from Wednesday is that they did nothing at all, and did not committing to doing anything in future, despite the call from some to cut rates in a pre-emptive intervention to head off a … Continue reading "The FED Does Nothing (Again…!)"

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00:13:11

Is The Door Closed On A Further Rate Rise In Australia?

Digital Finance Analytics (DFA) Blog ·

2024/07/31

The ABS released their latest on CPI, with the quarterly results to June, and the monthly. The data of course feeds into the RBA rate decision next Tuesday. The Consumer Price Index (CPI) rose 1.0 per cent in the June 2024 quarter and 3.8 per cent annually. So real prices are still rising. Underlying inflation … Continue reading "Is The Door Closed On A Further Rate Rise In Australia?"

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01:36:11

DFA Live Q&A Replay: Time For A Financial Revolution:...

Digital Finance Analytics (DFA) Blog ·

2024/07/30

This is an edited version of a live discussion with Robbie Barwick from the Australian Citizens Party, as we explore the current status of the war on cash, regional banking, post offices, and the need to revolutionize the financial system for ordinary people. https://citizensparty.org.au http://www.martinnorth.com/

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01:20:35

Its Edwin’s Monday Evening Property Rant!

Digital Finance Analytics (DFA) Blog ·

2024/07/29

As the wackiness continues, property insider Edwin Almeida and I pick over the bones of the market, as expectation of rate hikes harden, people are starting to talk about weakness in some places, while the media continue to spruik as though their lives depended on it. We also look at fascinating insights from Chinese students … Continue reading "Its Edwin’s Monday Evening Property Rant!"

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00:11:12

Watch For Lemons: Are Cracks Appearing In The...

Digital Finance Analytics (DFA) Blog ·

2024/07/28

If you chose to look below the hood, you can see some changing dynamics across the property market which may indicate the recent rises in some areas are easing, to the point where the boss of the country’s biggest real estate group has cautioned that vendors may need to rein in their price expectations this … Continue reading "Watch For Lemons: Are Cracks Appearing In The “Unstoppable” Property Market?"

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00:17:35

Remember Folks, Buy Low, Sell High – Especially Now!

Digital Finance Analytics (DFA) Blog ·

2024/07/27

This is our latest weekly market update, where we check in the markets across the USA, Europe Asia and Australia and also cover commodities and crypto. This past week once again was full of swings, up earlier, then down, and then an upswing on Friday, though still to end lower once again across the week. … Continue reading "Remember Folks, Buy Low, Sell High – Especially Now!"

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01:17:58

Welcome To The Alternative Olympics: With Tarric Brooker

Digital Finance Analytics (DFA) Blog ·

2024/07/26

Another outing with Journalist Tarric Brooker, as we pick over the latest data, with a focus on what is happening in the real economy. We also discuss the real race many are running in terms of no real income growth, and the political and economic implications of this ahead. You can find Tarric’s charts at … Continue reading "Welcome To The Alternative Olympics: With Tarric Brooker"

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00:16:00

Buckle Up; The Markets Just Got Interesting!

Digital Finance Analytics (DFA) Blog ·

2024/07/25

Markets Are Clearly Confused. The S&P 500 closed sharply lower on Wednesday, suffering its biggest one day lost since 2022 as tech stocks nosedived following underwhelming second-quarter earnings from heavyweights Alphabet and Tesla. After the recent political machinations in America, with Trump in the ascendency, followed by the switch from Biden to Harris, the Trump … Continue reading "Buckle Up; The Markets Just Got Interesting!"

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00:08:51

Cash Transaction Usage On The Rise (Despite The...

Digital Finance Analytics (DFA) Blog ·

2024/07/24

A new report from the Finance Industry Peak Body, UK Finance, which represents more than 300 firms in the UK, reveals that cash remained the second most popular payment method, after debit cards – with an estimated three million people still relying on it. Their research suggests 1.5 million mainly used cash in 2023, up … Continue reading "Cash Transaction Usage On The Rise (Despite The Banks’ Best Worse Efforts)!"

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01:23:59

DFA Live Q&A Replay: Is Super Really Super, And Other...

Digital Finance Analytics (DFA) Blog ·

2024/07/23

This is an edited version of a live discussion with Dr Cameron Murray, Independent Economist over at Fresh Economic Thinking. Fresh Economic Thinking is Australia’s newest think-tank, with independent and insightful takes on major economic debates. Cameron thinks economics could be much better than it is so he often writes very fine technical critiques of … Continue reading "DFA Live Q&A Replay: Is Super Really Super, And Other Economic Questions: With Cameron Murray"

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01:12:24

Its Edwin’s Monday Evening Property Rant!

Digital Finance Analytics (DFA) Blog ·

2024/07/22

In our latest show we pull apart some of the recent property spruiking, look at the latest numbers and deep dive into the gap between the “speak” from policy makers and the “reality” of what they do. As a result we underscore the need to go local, and not be misled by high-level waffle! http://www.martinnorth.com/ … Continue reading "Its Edwin’s Monday Evening Property Rant!"

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00:16:08

Cash: Wake Up, Its The Antidote To Digital Dystopia!

Digital Finance Analytics (DFA) Blog ·

2024/07/21

Well, last week we got a glimpse of the vulnerability of global IT systems, including payment systems, the latest and perhaps most significant of a chapter of accidents, ranging from banks systems going down, through to disruption from floods and fire, when only physical payments in cash were accepted. US cyber-security firm CrowdStrike said it … Continue reading "Cash: Wake Up, Its The Antidote To Digital Dystopia!"

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00:23:23

Just The Start As Markets Are Rocked By Rotations,...

Digital Finance Analytics (DFA) Blog ·

2024/07/20

In our latest weekly market update, we start in the US, move to Europe and Asia and end in Australia as well as covering commodities and crypto, as a way of digesting all that has happened this past few days. This past week, was again packed full of contradictory signals, with World stock indexes falling … Continue reading "Just The Start As Markets Are Rocked By Rotations, BSOD, Politics, And More…"

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00:21:52

How Do We Know That Mortgage Arrears Are Now Rising...

Digital Finance Analytics (DFA) Blog ·

2024/07/19

The latest RBA bulletin, just released, contained a couple of significant articles relating to mortgage arrears and serviceability. The first, “Recent Drivers of Housing Loan Arrears” shows that Housing loan arrears rates have increased from low levels since late 2022, with banks expecting them to rise a bit further from here. High LVR and DTI … Continue reading "How Do We Know That Mortgage Arrears Are Now Rising In Australia?"

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00:11:17

The Narrow Path Says Rate Hikes Are Coming In Australia!

Digital Finance Analytics (DFA) Blog ·

2024/07/18

The ABS released the latest employment data today, and in response, investors have bumped up their bets on an August interest rate rise after the jobs market recorded another month of strong employment gains in June. As always there is a degree of numberwanging here, and the numbers are being flattered by the still strong … Continue reading "The Narrow Path Says Rate Hikes Are Coming In Australia!"

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00:09:37

Rotation To A “Tech-Wreck” Replay?

Digital Finance Analytics (DFA) Blog ·

2024/07/18

My Saturday show highlighted the start of the rotation from tech stocks to the broader market, as exemplified in the trends in the NASDAQ and the Small Caps 2000. This trend has continued, and on Wednesday it went into overdrive as the world’s largest technology companies got hammered as concern about tighter US restrictions on … Continue reading "Rotation To A “Tech-Wreck” Replay?"

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00:16:18

Corporates Gouge, While IMF Warns The Inflation...

Digital Finance Analytics (DFA) Blog ·

2024/07/17

Households will see Inflation around for much longer than expected and while the pressure on households continue to build, so does distrust across the economy in Australia, according to data from the IMF and a special Roy Morgan End of Financial Year webinar. Despite the better-than-expected US inflation figures, the International Monetary Fund in its … Continue reading "Corporates Gouge, While IMF Warns The Inflation Squeeze Will Be On For Longer Than Expected!"

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