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

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00:07:54

Budget Smudge-it As “The Announcables” Flow!

Digital Finance Analytics (DFA) Blog ·

2024/05/12

The Budget on Tuesday evening comes at an interesting time in the life of the current Government, as well as for ordinary Australians. With a year or so to go before the next election which must be held by May 2025 at the latest. (or sooner perhaps if Albo sees a window of opportunity) this … Continue reading "Budget Smudge-it As “The Announcables” Flow!"

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00:22:08

Into The Storm: What Next?

Digital Finance Analytics (DFA) Blog ·

2024/05/11

This is my weekly market update, starting in the US, crossing to Europe, then Asia and ending in Australia plus commodities and crypto. An unusually strong solar storm hit the Earth overnight producing northern lights in the US and Europe and southern lights across Australia, including Queensland. Bright auroras were visible at unusually low latitudes. … Continue reading "Into The Storm: What Next?"

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00:17:14

The “Tapping Super For Home Purchase” Conundrum!

Digital Finance Analytics (DFA) Blog ·

2024/05/10

Housing affordability is shot, as we have been discussing, thanks to demand stoked by high migration, higher lending multiples as the financial system was deregulation, and higher interest rates mirroring the RBA’s battle to tame inflation. As a result first time buyers are delaying their purchase by several years, and more borrowers are leveraged up … Continue reading "The “Tapping Super For Home Purchase” Conundrum!"

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00:10:25

Danger: Inequality Rising!

Digital Finance Analytics (DFA) Blog ·

2024/05/09

According to a recent report, Australian capital cities are becoming more segregated along socioeconomic lines. And the trend is worst in Sydney. Inequality is rising. The Conversation published: Our cities are widening the divide between the well-off and the rest. How can we turn this damaging trend around? Written by three researchers from the University … Continue reading "Danger: Inequality Rising!"

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00:13:41

More Housing “Announcables” From The Government…

Digital Finance Analytics (DFA) Blog ·

2024/05/08

Those following my regular Property Rants with Edwin will know we have been speculating that there would be budget measures announced next week to help property developers. Well, they could not wait it seems… The 600,000 plus migrants arriving in Australia this past year are continuing to put more pressure on the housing sector, and … Continue reading "More Housing “Announcables” From The Government…"

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01:41:03

DFA Live Q&A Replay: Latest On Household And Post...

Digital Finance Analytics (DFA) Blog ·

2024/05/07

This is an edited version of a live discussion, as we looked at the latest data on mortgage and rental stress, and many other metrics from our models, which gives us a view of how households are really travelling in this higher for longer rate environment, and in the light of the RBA’s rate decision. … Continue reading "DFA Live Q&A Replay: Latest On Household And Post Code Financial Pressure"

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01:14:47

Its Edwin’s Monday Evening Property Rant!

Digital Finance Analytics (DFA) Blog ·

2024/05/06

Another outing with our property insider Edwin Almeida, as we kick around the latest news and data across the Australian Property market. Can you believe the theoretical housing announcables? Where is demand for property really coming from? What is the story of overseas purchasers? Plus, we look at the latest numbers, and Edwin was a … Continue reading "Its Edwin’s Monday Evening Property Rant!"

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00:15:08

As More Households Are Crushed, Bankers Talk Their...

Digital Finance Analytics (DFA) Blog ·

2024/05/05

Guess what, Bankers are looking at ways to ease lending standards to pump the market some more, as bank margins are under pressure at a time when lending growth is already strong, and more households are already in financial difficulty. The value of new housing loans have risen by 17.9% since March 2023, to $27.6 … Continue reading "As More Households Are Crushed, Bankers Talk Their Own Book On Easing Mortgage Lending Rules!"

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00:22:21

Are Central Bankers Becoming Political Animals?

Digital Finance Analytics (DFA) Blog ·

2024/05/04

This is our latest weekly market update. Another wild week on the markets, driven by conflicting data, and a reactive FED, who has effectively given up on forward guidance, and who does not know where rates will go. But despite Powell’s protests to the contrary, some are suggesting Central Bankers are being swayed by political … Continue reading "Are Central Bankers Becoming Political Animals?"

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00:21:48

Don’t Believe The Bankers: More People Are Using Cash!

Digital Finance Analytics (DFA) Blog ·

2024/05/03

Contrary to the bankers claiming digital payments are replacing cash, yet more evidence is showing that use of cash is on the RISE! We look at data from New Zealand based on a recent survey as the Reserve Bank there announces pilots to make access to cash easier. The trend of rising cash use was … Continue reading "Don’t Believe The Bankers: More People Are Using Cash!"

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00:14:15

Looking Past Hopium Towards Real Numbers…

Digital Finance Analytics (DFA) Blog ·

2024/04/25

The value of stocks are driven partly by momentum, through perhaps we should really call this hopium, as its really investors betting with their gut, and the cold hard realities of financial results. Markets have been leveraged higher by rate cut expectations and the prospects of AI. But when the numbers come in at results … Continue reading "Looking Past Hopium Towards Real Numbers…"

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00:06:10

The Crippling Highrise Disaster Continues…

Digital Finance Analytics (DFA) Blog ·

2024/04/25

The truth is that recent high rise construction in many Australian cities, are riddled with defects, and someone needs to pay for rectification. This surge in high-rise apartment construction happened as building certification was privatised, costs cut and poorly trained workers employed. As a result, we have a litany of increased building flaws and quality … Continue reading "The Crippling Highrise Disaster Continues…"

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00:19:08

More Inflation Shenanigans: Will The Next Rate Move...

Digital Finance Analytics (DFA) Blog ·

2024/04/24

Rate cuts anytime this year in Australia, are now hanging by a thread, given the latest inflation data came in hotter than expected, despite the annual rate falling thanks to base effects from months ago, and some changes in the weightings. The upside surprise came via a smaller than expected fall in utilities, but stronger … Continue reading "More Inflation Shenanigans: Will The Next Rate Move Be Up, Not Down?"

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01:28:19

DFA Live Q&A HD Replay: After The Halving: With Adam...

Digital Finance Analytics (DFA) Blog ·

2024/04/23

This is an edited version of a live discussion, Adam Stokes, a crypto advocate in which we discussed the recent halving, and what may happen next. Last weekend marked the highly anticipated Bitcoin halving event, which reduces the supply of new coins. While the short-term impact may be muted, long-term investors remain optimistic due to … Continue reading "DFA Live Q&A HD Replay: After The Halving: With Adam Stokes"

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01:07:13

Its Edwin’s Monday Evening Property Rant!

Digital Finance Analytics (DFA) Blog ·

2024/04/22

Once again, our Monday evening chat with property insider Edwin Almeida pulls apart the rubbish being spoken though official channels and gets to the heart of the issues facing property buyers, especially first time buyers. You could not make this stuff up!!! Apologies for glitches on the audio tonight, the connection to Edwin was steam … Continue reading "Its Edwin’s Monday Evening Property Rant!"

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00:14:12

Property Buyers’ Plans Destroyed By “Higher For...

Digital Finance Analytics (DFA) Blog ·

2024/04/21

The combination of high prices and interest rates is seeing affordability become extremely stretched at a time when cost-of-living pressures more generally are also constraining incomes, according to a recent Westpac Survey. In response, would-be buyers are pushing the timing of their planned purchases back – less than 10% expect to transact in the next … Continue reading "Property Buyers’ Plans Destroyed By “Higher For Longer” Rate Trends!"

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00:25:18

Grab A Seat Belt As Market Volatility Shakes...

Digital Finance Analytics (DFA) Blog ·

2024/04/20

This is our weekly market update. Another crazy week on markets, as geo-political worries collided with the stronger “higher for longer to fight sticky inflation” mantra, and big-tech looking over-valued. The brief latest flare-up in Middle East tensions seemed contained with a flight to bonds, gold and the US dollar waning. Oil fell. The Dow … Continue reading "Grab A Seat Belt As Market Volatility Shakes Confidence And Prices!"

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00:12:55

Markets Rethink Rate Cuts As Central Bank Hawks Jawbone!

Digital Finance Analytics (DFA) Blog ·

2024/04/19

It’s become a bit of a ritual, as members of various committees linked to Central Bank interest rate decisions speak in the open spaces between policy meetings. This week, Washington has been the centre of gravity thanks to the IMF conferences. Markets are hypersensitive at the moment, having been baying for rate cuts all year, … Continue reading "Markets Rethink Rate Cuts As Central Bank Hawks Jawbone!"

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00:10:26

More Data Pushing Rate Cuts Out, as Labour Markets...

Digital Finance Analytics (DFA) Blog ·

2024/04/18

On Thursday Australia’s jobless rate rose to 3.8 per cent in March, which was broadly in line with the market’s expectations, and ahead of crucial March quarter inflation data due next Wednesday. The economy added 27,900 full-time roles and lost 34,500 part-time jobs in the month. This very slight rise in the unemployment figure to … Continue reading "More Data Pushing Rate Cuts Out, as Labour Markets Hold Up (Again)!"

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00:10:03

The Real Costs Of Migration!

Digital Finance Analytics (DFA) Blog ·

2024/04/18

In an increasingly globalized workforce — which intensified in the wake of Covid-19 as nations looked to fill acute worker shortages — New Zealand is a desirable destination. It was ranked the most attractive nation in the OECD for skilled migrants, according to a 2023 report by the Paris-based organization, which rated the country highly … Continue reading "The Real Costs Of Migration!"

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Digital Finance Analytics (DFA) Blog

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