First we have the latest round of auction clearance rates in from the weekend sales, from both Domain and Cotality. Of course, not all results have landed, and as I have explained before, agents are quick to report successful results, less so to admit failures. Cotality reported that the clearance rate which is calculated as … Continue reading "Don’t Get Caught As The Property Market Turns!"

Another week and more volatility, as fears over AI investment profiles and wildfire AI disruption rippled across sectors including insurance brokers, wealth advisors, real estate services and logistics. Conflicting economic indicators also amplified uncertainty, though in the end Gold remained a buttress against the storm. The Global MSCI Index was flat for the week, while … Continue reading "Volatility, Rise And Repeat…"

The Senate Estimates process is always worth a watch, as it can be more spicy than the Lower House version, where entities from the RBA through to Treasury, and other Government entities are questioned by Senators. This past week we had the RBA on the stand, following the recent rate rise and the release of … Continue reading "Who Is Gaslighting Who?"

In a desperate attempt to keep GDP growth positive, Australia has been upping their intake of people into the country, especially since the COVID years. Actually, Australian net migration hit a record 530,000 in 2022-23, but since then net migration has fallen to 430,000 in 2023-24, then 305,000 in 2024-25. Treasury currently forecasts a further … Continue reading "People-Based QE Is The Name Of The Game!"

We finally got the 4th Quarter Lending Stats from the ABS, checks calendar, in the middle of February, and while there was an increase in first homebuyers encouraged into the market by high LVR loan availability this was overshadowed by the growth owner occupiers and investors. And we see that average loan sizes were materially … Continue reading "Home Lending Boomed Higher Before The RBA Hiked!"

This is an edit of a live show where I walked though our latest household finance and property analysis with a focus on price and financial, mortgage and rental stress. We looked at a list of post codes which our followers asked us to review. Below the hood we reveal some concerning trends, and significant … Continue reading "DFA Live Q&A HD Replay: A Deep Dive Into Our Household And Property Data"

In this edition, our property insider Edwin Almeida and I dig into the impact of AI, the need for caveat emptor, analysis of the latest numbers, and the interesting trends in auctions, and listings. Edwin also shares details of a special guest on next weeks show. If you are buying your home in Sydney’s contentious … Continue reading "Its Edwin’s Monday Evening Property Rant!"

The media was full of “news” about auction clearance rates this week, claiming that despite the RBA rate rise in the week, things were still hot and homebuyers seem unperturbed by the prospect of further rate hikes from the RBA. Just remember that much of the media is linked to the property sector, so we … Continue reading "The “Hot” Auctions, Which Are Not So Hot…"

This is our weekly market update where we start in the US, cross to Europe and Asia and end in Australia, covering commodities and crypto along the way. Markets got a real workout this week, with some of the biggest falls, followed by strong buying in the final session in New York, with the Dow … Continue reading "Market Calisthenics, As Investors Buy Dips, Rotate, And Speculate!"

In our latest Friday afternoon discussion Journalist Tarric Brooker and I take a deep dive into the latest data, with some surprising results. Beyond the headlines, there are greater truths to be found, if you know where to look. Tarric’s charts are here: https://www.burnouteconomics.com/p/dfa-chart-pack-6th-february-2026 http://www.martinnorth.com/ Details of our one to one service are here: https://digitalfinanceanalytics.com/blog/dfa-one-to-one/ … Continue reading "An Astounding Revelation! With Tarric Brooker…"