Digital Finance Analytics (DFA) Blog

01:09:22

Its Edwin’s Monday Evening Property Rant!

Digital Finance Analytics (DFA) Blog ·

2024/05/20

In this weeks Rant Edwin and I discuss the fallout from the budget, the latest developments in non-approved extensions, and trends from the WeChat Chatters and Silent Tigers as Australian property is still used to launder money. You can also join Edwin and I for a live show on Tuesday 21st May at 8pm Sydney … Continue reading "Its Edwin’s Monday Evening Property Rant!"

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00:11:27

Digital Tyranny Another Step Closer As Digital ID...

Digital Finance Analytics (DFA) Blog ·

2024/05/19

This past week, while we were distracted with the budget, our controlled digital future came one step nearer, as the Australian Federal Governments Digital ID Bill sailed through Parliament last week with the support of the crossbench, having been previously passed in the Senate. The passing into law of this bill may at a superficial … Continue reading "Digital Tyranny Another Step Closer As Digital ID Bill Is Passed!"

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00:25:49

The Bulls Are Running Again; For Now…

Digital Finance Analytics (DFA) Blog ·

2024/05/18

This is our weekly market update. After recent wobbles on concerns of higher rates for longer, the Bulls have been stomping through the markets this week. Data dependency is a marvellous thing because each shiny new data point has the potential to swing the market violently. Some might well be detecting signs of weakness below … Continue reading "The Bulls Are Running Again; For Now…"

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00:17:42

The Migration Question Amplified; But Not Tackled… By...

Digital Finance Analytics (DFA) Blog ·

2024/05/17

Last week Michele Bullock the RBA Governor was asked a good question about how high migration might impact inflation. But her answer was well, weird, as she tried to trade off pressure on the housing market from higher demand driven rent rises against supplying more workers to meet business demand (and implicitly increasing economic activity). … Continue reading "The Migration Question Amplified; But Not Tackled… By Anyone!"

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00:09:04

The Employment Numberwang Confuses The Markets Upwards!

Digital Finance Analytics (DFA) Blog ·

2024/05/16

Fickle investors are no longer pricing the possibility of another cash rate rise from the RBA after data released overnight showed US inflation cooled to 3.4 per cent in April, putting an end to a three-month streak of hotter-than-expected US CPI data; and the Australian Employment numbers from the ABS peak up to an unemployment … Continue reading "The Employment Numberwang Confuses The Markets Upwards!"

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00:35:18

Economic Update For May 2024

Digital Finance Analytics (DFA) Blog ·

2024/05/15

This is my edit of the monthly economic chat with Nuggets News, as we explore the latest from the markets, and do a deep dive on the Australian economy after the RBA decision and The Budget! See Nuggets version at: https://www.youtube.com/watch?v=wQgQEpRnezI http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/ Find more at https://digitalfinanceanalytics.com/blog/ … Continue reading "Economic Update For May 2024"

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01:30:24

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

Digital Finance Analytics (DFA) Blog ·

2024/05/14

This is an edited version of a live discussion, in which I discuss the latest from the financial markets with Damien Klassen, Head of Investment at Nucleus Wealth and Walk The World Funds. How have earnings season turned out, and where might the markets go next. How will the tussle between Bonds and Stocks play … Continue reading "DFA Live Q&A HD Replay: Investing Now: With Damien Klassen"

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01:15:10

Its Edwin’s Monday Evening Property Rant!

Digital Finance Analytics (DFA) Blog ·

2024/05/13

In our latest rant Edwin and I tease apart the news surrounding the budget “announcables” relating to housing, discuss the rise of the “distressed sale” and examine how the WeChat Chatters are calling out Victoria as a place to exit. http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/ Today’s post is brought to … Continue reading "Its Edwin’s Monday Evening Property Rant!"

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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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