Digital Finance Analytics (DFA) Blog

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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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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