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

All Episodes

01:29:59

DFA Live Q&A Replay: Household Financial Stress...

Digital Finance Analytics (DFA) Blog ·

2024/03/12

This is an edited version of my live discussion about the latest from our surveys, as we look at mortgage, rental, investor and financial stress across the country, down to a post code level. Go to the Walk The World Universe at https://walktheworld.com.au/

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01:12:37

Its Edwin’s Monday Evening Property Rant!

Digital Finance Analytics (DFA) Blog ·

2024/03/11

Another chat with our property insider Edwin Almeida, as we look at the latest from the market. More supply questions, as construction costs rise, while some plan to offer zero deposit loans to attract voters. Meantime the rental crisis deepens and opinion is divided in the WeeChat sphere. The craziness continues… http://www.martinnorth.com/ Go to the … Continue reading "Its Edwin’s Monday Evening Property Rant!"

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00:07:29

“Deaf” Bankers Called To Account!

Digital Finance Analytics (DFA) Blog ·

2024/03/10

The Commonwealth Bank subsidiary Bankwest, the 130-year-old former Bank of Western Australia bank announced last Wednesday that it was moving to become a digital-only bank and would close 45 locations in the state. The 45 Bankwest branches that have been earmarked for closure will close their doors by October this year. There are 28 locations … Continue reading "“Deaf” Bankers Called To Account!"

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00:21:35

Is A Market Pull-Back Coming?

Digital Finance Analytics (DFA) Blog ·

2024/03/09

This is our weekly market update. A week of records, and dips this week as shares opened higher in New York on Friday after the February jobs data failed to slow the market’s upward momentum. The S&P 500 initially reset its record high as did Nvidia, AMD, Meta Platforms and Super Micro Computer In early … Continue reading "Is A Market Pull-Back Coming?"

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00:08:38

Operation Housing Mincemeat!

Digital Finance Analytics (DFA) Blog ·

2024/03/07

The desperate quest for housing is playing out across Australia, with renters fighting to find an affordable place, and being confronted with significant rent hikes, while others are trying to buy their way into the property market, despite tight lending conditions, and are fighting directly with some property investors who are still hoovering up more … Continue reading "Operation Housing Mincemeat!"

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00:12:39

Recession Saved By The Voice?

Digital Finance Analytics (DFA) Blog ·

2024/03/06

Well, now we know, according to official data Australian households are faring worse than the broader economy and are mired in recession. The Australia’s economy slowed in the final three months of last year, growing 0.2%, easing from an upwardly revised 0.3% in the prior quarter, and below expectations. From a year earlier, the economy … Continue reading "Recession Saved By The Voice?"

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01:27:48

DFA Live Q&A Replay: Investing Now: With Damien Klassen

Digital Finance Analytics (DFA) Blog ·

2024/03/05

This is an edited version of a live discussion about the current state of the markets as I was joined by Damien Klassen, Head of Investments at Nucleus Wealth and Walk The World Funds. Given the rise of AI related stocks, while the broader markets go sideways, and Central Banks keep rates higher for longer, … Continue reading "DFA Live Q&A Replay: Investing Now: With Damien Klassen"

en-US

00:30:37

Pop Goes My Budget!

Digital Finance Analytics (DFA) Blog ·

2024/03/03

Our latest surveys to the end of February reveals the current state of Household Finances in Australian as measured by cash flow. A record 73.3% of those living in the rental sector are under pressure, while just over half of those with a mortgage are also in net negative cash flow. All up around 48% … Continue reading "Pop Goes My Budget!"

en-US

00:22:45

The AI Craze Continues…

Digital Finance Analytics (DFA) Blog ·

2024/03/02

In our weekly market update once again, the Nasdaq Composite and S&P 500 reset their record intraday and closing highs as tech shares continued to lure investors enthused over the potential impact of artificial intelligence across the economy. And MSCI’s gauge of stocks across the globe rose 0.76%, to 767.09 and hit a record high, … Continue reading "The AI Craze Continues…"

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01:00:15

The Aussie Housing Supply Shortfall: With Tarric Brooker

Digital Finance Analytics (DFA) Blog ·

2024/03/01

Our latest Friday afternoon chat with journalist Tarric Brooker focussed in the great housing debate, which has become a touchstone for debate in Parliament at the moment. And using the great charts which Tarric presents we look at the issue from multiple dimensions, as well as a quick look at China’s property sector. You can … Continue reading "The Aussie Housing Supply Shortfall: With Tarric Brooker"

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00:07:21

Retail Sales Scream Recessionary – If You Look Under...

Digital Finance Analytics (DFA) Blog ·

2024/02/29

We got the January 2024 retail data from the ABS today, and they reported that Australian retail turnover rose 1.1 per cent (seasonally adjusted) in January 2024. This follows a fall of 2.1 per cent in December 2023 and a rise of 1.5 per cent in November 2023. Economists were divided on what to expect, … Continue reading "Retail Sales Scream Recessionary – If You Look Under The Hood!"

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00:53:14

RBA Update: Is The Democracy Sausage Still Sizzling?...

Digital Finance Analytics (DFA) Blog ·

2024/02/29

An important update relating to the Section 11 power at the RBA with Robbie Barwick from the Citizens Party. In some really good news, it appears this change will be resisted in Parliament, so we explore how this came about, and the broader issues which this whole episode represents. Yes, the democracy sausage is indeed … Continue reading "RBA Update: Is The Democracy Sausage Still Sizzling? With Robbie Barwick"

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00:11:27

Inflation Drifts Lower For Now, But…

Digital Finance Analytics (DFA) Blog ·

2024/02/28

The CPI data out today was meaningless, in terms of guiding a rate cut decision. So today I will explain why this is the case, as we go over the numbers. Alongside the main release, there was a second report on revised weights which were applied. The Australian Bureau of Statistics (ABS) released its monthly … Continue reading "Inflation Drifts Lower For Now, But…"

en-US

00:07:33

Another Confirmation Of More Mortgage Stress!

Digital Finance Analytics (DFA) Blog ·

2024/02/28

DFA released its report for January several weeks back, and confirmed a further rise in mortgage stress. In our show on this important issue, we also discussed the different methods used to assess mortgage stress. Now new research from Roy Morgan confirms our findings. They say their research shows 1,609,000 mortgage holders (31.0%) were ‘At … Continue reading "Another Confirmation Of More Mortgage Stress!"

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01:34:02

DFA Live Q&A Replay: The Mainstreaming Of Crypto?...

Digital Finance Analytics (DFA) Blog ·

2024/02/27

This is an edited version of a live discussion about the current state of play of crypto as it becomes morphed by major financial services players thanks to spot EFT’s and other developments. I am joined by Adam Stokes who says those who don’t understand crypto, don’t understand money. Those who don’t understand money, are … Continue reading "DFA Live Q&A Replay: The Mainstreaming Of Crypto? With Adam Stokes"

en-US

01:18:16

Its Edwin’s Monday Evening Property Rant!

Digital Finance Analytics (DFA) Blog ·

2024/02/26

More from our property insider, Edwin Almeida, as we look at the latest in property news across the rental and sales markets. The rental sector continues to weaken, even as properties listed for sale rises, but Sydney and Melbourne are headed in very different directions. https://www.ribbonproperty.com.au/ http://www.martinnorth.com/ Go to the Walk The World Universe at … Continue reading "Its Edwin’s Monday Evening Property Rant!"

en-US

00:07:40

First Time Buyers Dudded, Again!

Digital Finance Analytics (DFA) Blog ·

2024/02/25

CBA recently published research showing that more housing was unaffordable, and that was based on two full incomes going to pay the mortgage. Now another report from Domain and Unloan shows that aspiring house buyers in Sydney are indeed largely priced out from the cheapest segment of the market after interest rates and home prices … Continue reading "First Time Buyers Dudded, Again!"

en-US

00:24:01

AI Feeding Frenzy Creates A Headache But The Stock...

Digital Finance Analytics (DFA) Blog ·

2024/02/24

Sparked by Nvidia’s latest blowout earnings report, stock surge and general excitement about a “tipping point” in generative artificial intelligence, Thursday was the best day in more than a year for Wall St’s main stock indexes. And the S&P 500 and Dow Jones Industrial Average eked out another closing record high on Friday, with all … Continue reading "AI Feeding Frenzy Creates A Headache But The Stock Market Is Not The Economy!"

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00:28:53

A Question Of Democracy!

Digital Finance Analytics (DFA) Blog ·

2024/02/23

This week the Senate held hearings into the proposed changes to the way the RBA works. The original review was led by three Technocrats included a recommendation to remove the overrule power. This power specifically, section 11 of the Reserve Bank Act 1959 enables the federal treasurer to “overrule” an action taken by the Reserve … Continue reading "A Question Of Democracy!"

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00:11:21

Winners And Losers: AI Versus PMI

Digital Finance Analytics (DFA) Blog ·

2024/02/22

It was a confusing day on the markets on Thursday as AI related Stocks drove higher on Nvida results, while weak purchasing managers index (PMI) readings from Australia and Japan, together with FED signals for higher rates for longer saw Asian traders favour the dollar, as business activity in both countries slowed through February. NVIDIA … Continue reading "Winners And Losers: AI Versus PMI"

en-US

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