Another of our occasional series with my friend George as we kick around the question of the current state of the economy, society and politics. Who is in control? Why are people feeling under pressure? http://www.martinnorth.com/ Details of our one to one service are here: https://digitalfinanceanalytics.com/blog/dfa-one-to-one/ Go to the Walk The World Universe at https://walktheworld.com.au/ … Continue reading "Down The Rabbit Hole Again (With George): Is The Economy Stupid?"

Edwin, sad to say, was too unwell to record our normal show today, hopefully he will be back soon, get well sir….! So I took the opportunity to set out the Productivity stall ahead of the 3-day talk fest to feature some of the inputs posited by industry, politicians and others, as well as drilling … Continue reading "Productivity Special: Half A Monday Evening Property Rant!"

Despite the Reserve Bank of New Zealand cutting the official cash rate (OCR) by 2.25% and with further rate cuts expected, New Zealand home prices nationally are down nearly 17% over 45 months and are only 3.4% higher than five years ago. This, despite the reduction in the OCR has driven down the cost of … Continue reading "How To Fix Housing Affordability, Kiwi Style [But]…."

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. Global stocks were flat but still traded near record highs on Friday as U.S. President Donald Trump and his Russian counterpart Vladimir Putin held what turned out … Continue reading "Heady Days For The Market, Maybe, But How Sustainable?"

I am joined again by friend of the show Joe Wilkes, as we kick around the high-rise unit question. Why are they being imposed on more and more households, and what are the consequences. How do we stay grounded? http://www.martinnorth.com/ Details of our one to one service are here: https://digitalfinanceanalytics.com/blog/dfa-one-to-one/ Go to the Walk The … Continue reading "WARNING: Never, Ever, Ever Buy A Unit: With Joe Wilkes"

More releases from the ABS today, including the update on employment statistics, as well as Overseas Arrivals and Departures, Australia, and also average weekly earnings. Australia’ jobless rate ticked lower and employment rose, signaling the labor market remains tight and reinforcing the Reserve Bank’s cautious approach to policy easing. There was some reversal of the … Continue reading "Population Booms, Again, As Unemployment Falls!"

The elephant in the room of the upcoming dialogue on productivity is that it is mainly performative, despite the weak 0.7% estimate from the RBA as part of yesterday’s rate announcement, and the gap highlighted by recent Treasury data. The latest data on wages and lending also shines a spotlight on the issues we are … Continue reading "Have The Productivity Nuts and Bolts Bolted?"

This is an edit of a live discussion as I walk through my latest surveys, and examine the mortgage and rental stress hot spots. Details of our one to one service are here: https://digitalfinanceanalytics.com/blog/dfa-one-to-one/ Go to the Walk The World Universe at https://walktheworld.com.au/ Find more at https://digitalfinanceanalytics.com/blog/ where you can subscribe to our research alerts … Continue reading "DFA Live Q&A Replay: Households Under The Pump: Make It Stop!"

Edwin is back in full voice as we pull apart the latest property news, with a focus on Real Estate Agents. From under quoting to driving rents higher, and from dummy bidding to poor data management, agents are not necessarily working for you, so be careful! If you are buying your home in Sydney’s contentious … Continue reading "Its Edwin’s Monday Evening Property Rant!"

Another in our series of reality checks as we look at price drops in the NSW South Coast, thanks to Cookie for the research. Yes, folks, prices are falling in places here (despite the hype). And for more, join us next Tuesday for our live deep-dive show. https://youtube.com/live/-bnD0dwxatw If you are buying your home in … Continue reading "Operation Antispruik: NSW South Coast [July 2025]"