Digital Finance Analytics (DFA) Blog

The Securities and Exchange Commission has for the first time approved exchange-traded funds that invest directly in Bitcoin, a move heralded as a landmark event for the roughly $1.7 trillion digital-asset sector that will broaden access to the largest cryptocurrency on Wall Street and beyond. Now much is resting on the concept that the futures … Continue reading "Bitcoin Gets The SEC’s Spot Tick – But Caveat Emptor!"

The latest monthly inflation read was out today, and it suggests rates will be higher for longer. While there was a drop, some of this was helped by Government intervention, and some other factors in the incomplete monthly numbers were still strong. The RBA started tightening later than peers, yet shifted to smaller, quarter-point moves … Continue reading "No Wriggle Room For The RBA!"

This is my edit of our monthly economic update recorded with Nuggets News, which includes some observations about where things may go in 2024. http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/

This is an edit of our latest live discussion as I walked through our recent survey results, and discussed the outcomes at a postcode level. For the full survey analysis see our show here: https://youtu.be/G1T72rUFlgA For additional post codes requested see here: https://youtu.be/TJ65WucbZAM Go to the Walk The World Universe at https://walktheworld.com.au/

Following my post about Household Financial Stress https://youtu.be/G1T72rUFlgA and the upcoming live show tomorrow, I received many requests for postcode level analysis. So I made an extra show here to cover some of the requests. Post Codes Covered (In Order) In This Show:3912486825604670248761493842379960724178204242153690264060302137467031743012 Join us tomorrow on the live show for more. https://youtube.com/live/nXhfjacOnA0 http://www.martinnorth.com/ Go … Continue reading "Household Stress: You Asked, We Answered! [Postcode Analysis]"

Another deep dive into the dynamics of property with our insider Edwin Almeida. How are the new listings tracking, and how does this compare with the MSM stories we are seeing? Will new construction volumes remain in the doldrums? http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/ Today’s post is brought to you … Continue reading "Its Edwin’s Monday Evening Property Rant!"

Investors’ hopes were running high into the start of 2024, but the S&P 500 index started the year by stripping 2.2 per cent off its December 2023 peak while the all-important 10-year US Treasury yield has jumped back up from a recent low of 3.78 per cent to around 4 per cent. Investors have been … Continue reading "The Volatility Dragon Has Not Been Slayed: Brace For More Firey Swings!"

Ahead of my live show on Tuesday evening, today I walk through the latest from our household surveys, with a focus on mortgage, rental, investor and overall household financial stress. We look at the top stressed postcodes as represented by the data to end December 2023. We also map that data for selected urban centres, … Continue reading "Household Financial Distress Spreads Further…"

CoreLogic reported that their national Home Value Index (HVI) rose 8.1% in 2023, a significant turnaround from the 4.9% drop seen in 2022, but well below the 24.5% surge recorded in 2021. December’s 0.4% increase saw 2023 finish with a relatively soft monthly rise in home values. Despite the annual 8.1% increase, the year was … Continue reading "Pin The Tale (Yes, I Do Mean Tale), On The Home Price Donkey…"

Bloomberg reported yesterday that the US has become the world’s biggest exporter of liquefied natural gas for the first time, with 2023 shipments overtaking leading suppliers Australia and Qatar. The US exported 91.2 million metric tons of LNG in 2023, a record for the country, according to data through Dec. 31 compiled by Bloomberg. The … Continue reading "Peak LNG Stupidity!"