Digital Finance Analytics (DFA) Blog

This is our weekly market update. Here is the big question. Are U.S. stocks poised to continue their dramatic run, or is a pause ahead? That’s the question investors are asking as the S&P 500 heads into the close of the year with fresh highs possibly coming into view. A softer tone to U.S. economic … Continue reading "When Hype And Reality Collide…."

Time to act to save Australia from the Central Bankers’ Power grab. I discuss the impending legislation which would disable Parliament’s power to intervene on what the RBA does; with Robbie Barwick from the Australian Citizens Party. We need to register our opposition to the bill which is being snuck in via the back-door of … Continue reading "How To Stop The Central Bankers’ Power Grab!"

Australian employment came in much stronger than expected in October while the jobless rate edged higher as more people sought work, suggesting the RBA may have more to do to cool demand and inflation. As Warren Hogan said: The RBA released updated economic forecasts less than a week ago which were finalised on 7 November … Continue reading "The RBA May Have More To Do – If You Believe The Employment Numbers!"

UK inflation tumbled to the lowest level in two years, prompting investors to firm up bets that the Bank of England will be able to cut rates as early as the Spring of next year. Consumer prices rose 4.6% from a year earlier in October, down sharply from 6.7% in September and the slowest pace … Continue reading "UK Inflation Eases, But Thanks Mainly To Base Effects!"

Australian wages accelerated at the fastest pace in over 14 years in the three months through September and reached the Reserve Bank’s forecast peak, while still remaining well below the inflation rate. So in real terms average Australian wages continue to go backwards, against inflation at 5.4%. And productivity improvements are nowhere to be seen, … Continue reading "Oooch! Wages Up, But Still Below Inflation!"

This is an edited version of a live discussion about our latest financial stress modelling and analysis. Original live stream here: https://youtube.com/live/bBujFeWj6JM If you want a specific post code dataset, contact me via the DFA Blog. https://digitalfinanceanalytics.com/blog/ Go to the Walk The World Universe at https://walktheworld.com.au/

The latest in our weekly series, as we look at the news, numbers and trends. The fix was in in 2019, as migration underpins the markets. But are the trends in Melbourne and Sydney diverging? http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/ Today’s post is brought to you by Ribbon Property Consultants.

We look at the latest analysis of housing affordability, based on a range of data, and conclude that it has rarely been worse. In addition, some players are being highly selective in the way they present the data, understating the true picture for many households. We wonder why? http://www.martinnorth.com/ Go to the Walk The World … Continue reading "Housing Affordability Stinks…"

Its been another crazy week on the markets, with a still-jittery bond market clouding the outlook for a rally in U.S. stocks. Stocks and bonds have been in a tight relationship over the last few months, with the S&P 500 index surging nearly 7% in the last 10 sessions while the benchmark 10-year Treasury yield … Continue reading "Markets Muddle Higher As Yet Another US Credit Rating Agency Goes Negative!"

Following the Optus outage this week, the Senate has launched an Inquiry into the issue and impact. One element to the fore was the lack of access to cash thanks to recent bank branch and ATM closures and some businesses choosing to go digital only. Useless when the network or power goes out. So we … Continue reading "Save Cash: Do It Now! With Robbie Barwick…"