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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

00:12:47

The Sticky Inflation Problem Will Bite Hard!

Digital Finance Analytics (DFA) Blog ·

2024/04/17

US Federal Reserve chairman Jerome Powell has confirmed fears that interest rate cuts in the US would be later rather than sooner as inflation remains stubbornly high. If that price pressure persists, the Fed can keep rates steady for “as long as needed,” Powell said. This came after US retail sales figures for March came … Continue reading "The Sticky Inflation Problem Will Bite Hard!"

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01:35:03

DFA Live Q&A Replay: Inside The Property Twilight...

Digital Finance Analytics (DFA) Blog ·

2024/04/16

This is an edited version of my latest live discussion, with Leith van Onselen, Chief Economist at Nucleus Wealth, and Co-Founder of Macrobusiness. We will dive into the latest in property, economics and politics, to try and make sense of what is happening. What’s the future trajectory of the markets? How will Albo’s announcables play … Continue reading "DFA Live Q&A Replay: Inside The Property Twilight Zone! With Leith van Onselen…"

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01:15:22

Its Edwin’s Monday Evening Property Rant!

Digital Finance Analytics (DFA) Blog ·

2024/04/15

Another deep dive into property and politics with our Property Insider Edwin Almeida, as we look at the latest spin on affordability and “hot suburbs”. The drive towards high-rise density has consequences, but even the quality of low-rise is a concern. Meantime, listings are still in the doldrums, while rental availability is largely shot. And … Continue reading "Its Edwin’s Monday Evening Property Rant!"

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00:15:19

Government Housing Targets An Impossible Dream As...

Digital Finance Analytics (DFA) Blog ·

2024/04/14

The ABS released data on the total number of dwellings approved in February recently. They say that despite growth in private houses in the month, the total number of dwellings approved fell 1.9 per cent in February (seasonally adjusted), after a 2.5 per cent fall in January. The trend estimate for total dwellings approved fell … Continue reading "Government Housing Targets An Impossible Dream As Building Approvals Shrink!"

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00:25:55

The Week The World Changed…

Digital Finance Analytics (DFA) Blog ·

2024/04/13

This week will I think mark a critical turning point across markets, as the higher for longer mantra finally took root on sticky inflation fears, geo-political tensions flared and the first flush of 1Q US results highlighted pressures on earnings ahead. All this drove a flight to the safest corners of the market such as … Continue reading "The Week The World Changed…"

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01:13:58

It’s Another Fine Mess… With Tarric Brooker!

Digital Finance Analytics (DFA) Blog ·

2024/04/12

Our latest Friday Afternoon chat with journalist Tarric Brooker as we look at the current data, which questions potential rate cuts, and housing trends, as demand stays strong while supply is limited. Below the water line we examine some of the underlying assumptions behind the numbers, and how politics have changed. Worse, the structural issues … Continue reading "It’s Another Fine Mess… With Tarric Brooker!"

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00:08:36

Tenants Caught In The Python-Like Property Squeeze...

Digital Finance Analytics (DFA) Blog ·

2024/04/11

Domain has released its Rental Report for March, which delivered more bad news for tenants, on top of the data I released recently which showed three quarters of those renting already have cash-flow issues. Younger families and first-generation Australians are being hit really hard, but as I discussed in my live show, other household categories … Continue reading "Tenants Caught In The Python-Like Property Squeeze Have To Pay More!"

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00:08:34

The FED’s Narrow Path Just Got Pot-Holed!

Digital Finance Analytics (DFA) Blog ·

2024/04/10

Higher for longer is back baby, following the latest CPI data from the Bureau of Labor Statistics which came out today, for March. It was significantly up on expectations, the third month in a row this has occurred. This signals a fresh wave of price pressures that will likely delay any Federal Reserve interest-rate cuts … Continue reading "The FED’s Narrow Path Just Got Pot-Holed!"

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00:07:35

Kiwis Faced With Higher For Longer Rates Stuck At 5.5%!

Digital Finance Analytics (DFA) Blog ·

2024/04/10

The latest decision from the New Zealand Monetary Policy Committee was released on Wednesday, which was to leave the cash rate at 5.5%. Their key messages were little changed since the February MPS, showing little hurry to change current restrictive settings despite overall CPI inflation expected to fall below 3% this calendar year. Upside short-term … Continue reading "Kiwis Faced With Higher For Longer Rates Stuck At 5.5%!"

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01:28:35

DFA Live Replay Q&A: A Deep Dive On Post Codes...

Digital Finance Analytics (DFA) Blog ·

2024/04/09

This is an edited version of a live discussion, as we look at the post code detail from our recent surveys, as the third part in our latest series. See the basis of our analysis here: So Who Is Really Feeling The Pinch? https://youtu.be/xvE-jPsGQUk See the mapping of our data here: Mapping The Pinch: Where … Continue reading "DFA Live Replay Q&A: A Deep Dive On Post Codes Feeling The Pinch"

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01:12:21

Its Edwin’s Monday Evening Property Rant!

Digital Finance Analytics (DFA) Blog ·

2024/04/08

More insights from our property insider, as we look at the issue of supply and migration, plus the impact of the recent flooding rains, and also the latest on listings and prices. How broken in the market at the moment, and how are agents playing psychological games with prospective purchasers? http://www.martinnorth.com/ Go to the Walk … Continue reading "Its Edwin’s Monday Evening Property Rant!"

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00:25:54

Could The Bumps In The Road Turn To Potholes And Rate...

Digital Finance Analytics (DFA) Blog ·

2024/04/06

This is our latest weekly market update. Last Wednesday, Fed Chair Jerome Powell retained a cautious stance towards future rate cuts in a speech to the Stanford Graduate School of Business. “Recent readings on both job gains and inflation have come in higher than expected,” he said, suggesting that the U.S. central bank will continue … Continue reading "Could The Bumps In The Road Turn To Potholes And Rate Rises Ahead?"

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00:13:23

Can You Trust Your Bank In A Crisis?

Digital Finance Analytics (DFA) Blog ·

2024/04/05

Banking is a game of confidence, in that if fears of a potential bank collapse arise, then naturally people who hold money at that institution will try to grab their cash, and run. The Global Financial Crisis, where many banks were saved by the use of public funds. But this means taxpayers are on the … Continue reading "Can You Trust Your Bank In A Crisis?"

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00:14:16

Another Fine Mess For Australian Housing!

Digital Finance Analytics (DFA) Blog ·

2024/04/04

Wherever you look, the news is not good for those wishing to see housing affordability relief. First demand for rentals continues to be powered by the overseas influx. New data from the Department of Home Affairs shows that at the end of February, the number of international students in Australia hit a record high of … Continue reading "Another Fine Mess For Australian Housing!"

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00:30:49

So Who Is Really Feeling The Pinch?

Digital Finance Analytics (DFA) Blog ·

2024/04/03

In today’s show we look at the latest from our surveys – how many households are really under financial pressure – because there are big differences between the “official” figures and those shown in other surveys, and data points, including the rise in calls to financial help lines and hardship supports. This is the first … Continue reading "So Who Is Really Feeling The Pinch?"

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00:44:47

I’m Comyn For Your Cash! With Robbie Barwick…

Digital Finance Analytics (DFA) Blog ·

2024/04/03

An important discussion about the future of cash across Australia with Robbie Barwick from The Australian Citizens Party. The CEO of CBA Matt Comyn floated the idea of limiting cash transactions to $500, so we pull this apart in the context of the Use Cash campaign which ran successfully on the 2nd April. See my … Continue reading "I’m Comyn For Your Cash! With Robbie Barwick…"

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01:39:46

DFA Live Q&A HD Replay: Investing Now: With Damien...

Digital Finance Analytics (DFA) Blog ·

2024/04/02

This is an edited version of a live discussion with Head of Investments at Walk The World Funds and Nucleus Wealth, Damien Klassen for our regular monthly look at what is going on across the markets, as many are reaching new highs, even as company returns are in question, and inflation is looking more sticky. … Continue reading "DFA Live Q&A HD Replay: Investing Now: With Damien Klassen"

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01:05:14

Its Edwin’s Monday Evening Property Rant!

Digital Finance Analytics (DFA) Blog ·

2024/04/01

More from our Property Insider, Edwin Almeida, as we look at the latest property news, and also discuss dummy bidding, and how changes in China are impacting property here. http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/ Today’s post is brought to you by Ribbon Property Consultants.

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00:23:25

The Fight For Cash Just Got Terminally Serious!

Digital Finance Analytics (DFA) Blog ·

2024/03/31

Despite cash being legal tender in Australia, surprisingly it is legal for businesses to refuse to accept it provided that they inform consumers of their stance before any “contract” for the supply of goods or services is entered into. The war on cash has taken an interesting turn, with the RBA being questioned by the … Continue reading "The Fight For Cash Just Got Terminally Serious!"

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00:27:55

The FED Speaks After The Bell, As Inflation Holds...

Digital Finance Analytics (DFA) Blog ·

2024/03/30

This is our latest weekly market update. In a foreshortened trading week, the Dow and S&P 500 closed at new record highs on Thursday, notching its best first-quarter performance since 2009 supported by the AI boom and as the rally broadened out beyond tech amid optimism on rate cuts coming soon and data signaling a … Continue reading "The FED Speaks After The Bell, As Inflation Holds Higher!"

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Digital Finance Analytics (DFA) Blog

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