Digital Finance Analytics (DFA) Blog

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…"

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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"

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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!"

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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!"

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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"

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00:13:22

Property: The Dark Truth Politicians Don’t Want To Hear!

Digital Finance Analytics (DFA) Blog ·

2024/02/21

The RBA minutes just out included a discussion about the case to raise the cash rate further. It centred on the observation that it would take some time for inflation to return to target and the labour market to full employment. Inflation was expected to take a further two years or so to return towards … Continue reading "Property: The Dark Truth Politicians Don’t Want To Hear!"

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01:20:52

DFA Replay Q&A: A Mortgage Broker’s View Of The...

Digital Finance Analytics (DFA) Blog ·

2024/02/20

This is a recorded version of my latest live show in which I discussed the current state of play of the property and mortgage markets with Chris Bates. Chris started as a Financial Adviser back in 2007 and sold his Financial Advice business in 2020. Over the past 9 years, Chris has grown into one … Continue reading "DFA Replay Q&A: A Mortgage Broker’s View Of The Property Market: With Chris Bates"

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00:08:51

Tip Of The Asbestos Iceberg: The Nightmare Continues...

Digital Finance Analytics (DFA) Blog ·

2024/02/19

More sites have now been confirmed to have asbestos including transport infrastructure projects, primary and secondary schools, supermarkets and hospitals, according to the EPA, across NSW. The premier, Chris Minns, has said the Environment Protection Authority (EPA) is examining the sites as it undertakes its largest investigation ever. The agency on Saturday said a public … Continue reading "Tip Of The Asbestos Iceberg: The Nightmare Continues Across NSW"

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01:01:53

Its Edwin’s Monday Evening Property Rant!

Digital Finance Analytics (DFA) Blog ·

2024/02/19

We are back for another Monday rant with our property insider, Edwin Almeida. We look at the political “fixes” versus reality as rental supply dwindles, and the costs of new builds go through the roof. Its not a pretty picture and there are social consequences emerging. Can we get politicians to move beyond the political? … Continue reading "Its Edwin’s Monday Evening Property Rant!"

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00:09:07

The Rental Market Is Broken…

Digital Finance Analytics (DFA) Blog ·

2024/02/18

In my latest surveys we showed that cash flow stress among households has risen to an all time high of 73.47% or more than 2.27 million households. Mapping the Market data from CoreLogic shows the high proportion of areas where house rents have risen by 20% or more across Sydney, and Melbourne, those here, some … Continue reading "The Rental Market Is Broken…"

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00:23:08

Another White-Knuckle Ride On The Markets!

Digital Finance Analytics (DFA) Blog ·

2024/02/17

This is our weekly market update covering the US, Europe, Asia and Australia plus gold, oil and bitcoin. This was another volatile week on the markets, as traders played the volatility card and as U.S. stocks fell on Friday with the Nasdaq showing the largest decline after a hotter-than-expected producer prices report eroded hopes for … Continue reading "Another White-Knuckle Ride On The Markets!"

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01:07:27

The RBA Is Trapped: With Tarric Brooker…

Digital Finance Analytics (DFA) Blog ·

2024/02/16

Journalist Tarric Brooker joins me for a Friday review, and this week we look at the RBA and how it is trapped thanks to conflicting data. He also walks through some important slides on property and China. Here is the link to the slides: https://avidcom.substack.com/p/dfa-chart-pack-16th-february-2024 http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/ … Continue reading "The RBA Is Trapped: With Tarric Brooker…"

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00:14:20

RBA Independence Discussed In Senate Committee

Digital Finance Analytics (DFA) Blog ·

2024/02/15

RBA Independence or should that be spelt “dance…” was one issue discussed during the Senate Economics Legislation Committee on Thursday 15th February 2024. Senators Nick McKim and Gerard Rennick quiz RBA Governor Michelle Bullock during the hearings. Highly relevant given the current proposed legislation to remove Government oversight of their activities. Segments on other issues … Continue reading "RBA Independence Discussed In Senate Committee"

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00:12:27

Unemployment Wobbles Higher In January, But Don’t...

Digital Finance Analytics (DFA) Blog ·

2024/02/15

Last month Australian employment surprisingly tumbled in December, snapping four months of gains and sending the currency lower as traders boosted wagers on the Reserve Bank switching to policy easing this year. The economy had shed 65,100 roles, led by the biggest monthly drop in full-time employment since the height of pandemic, but unemployment held … Continue reading "Unemployment Wobbles Higher In January, But Don’t Expect Quick Rate Cuts!"

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00:06:11

First Time Buyers Are At The Pinnacle Of The Building...

Digital Finance Analytics (DFA) Blog ·

2024/02/14

I have been covering the disgusting story of construction defects across Australia for some time. In January we published a post titled “Wanted: More High-Rise Purchasers Willing To Play Russian Roulette! First Time Buyers are the biggest victims! And lets be clear, while the problem is Australia-wide, New South Wales does appear to be at … Continue reading "First Time Buyers Are At The Pinnacle Of The Building Defects Boom!"

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00:06:12

Are The Rats Leaving Sydney’s Sinking Ship?

Digital Finance Analytics (DFA) Blog ·

2024/02/14

Sydney is at risk of becoming “the city with no grandchildren”, a senior government official has warned, as high housing costs drive young families to leave. The state capital is losing twice as many people aged 30 to 40 as it gains, according to a paper by the NSW Productivity Commission.“If we don’t act, we … Continue reading "Are The Rats Leaving Sydney’s Sinking Ship?"

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00:37:02

Economic Update: February 2024

Digital Finance Analytics (DFA) Blog ·

2024/02/14

This is my edit of our monthly economic update on Nuggets News, as we explore the current trends across markets and economies. Things are getting interesting as higher for longer plays out. http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/

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