Digital Finance Analytics (DFA) Blog

As I said recently, being data dependent means higher volatility as markets swing from bullish to bearish and back. While in Australia the bulls ran hard on Friday, later Wall Street experienced a significant notable downturn as investors responded to the news of a strike by the United Auto Workers against leading automakers Ford, General … Continue reading "Will The Market Hammer Fall?"

Another deep discussion, plus slides with journalist Tarric Brooker. Thanks to all those who posed us questions (we did not get through them all, but will keep then for our next show…) Who is the economy for – and what does the data tell us? The charts are at: https://avidcom.substack.com/p/dfa-chart-pack-15th-september-2023 if you want to follow … Continue reading "Chasing Our Tails? Your Burning Questions Answered: With Tarric Brooker…"

New US inflation numbers came out, and they included at least some reasons for concern. The headline figure deteriorated for the first time in months rising 0.6% in the month and 3.7% year on year. The broadest picture, breaking down into food, energy, and core services and goods excluding food tells the story. http://www.martinnorth.com/ Go … Continue reading "Is Inflation Rising From Its Slumber?"

The latest from the ABS says the unemployment rate remained at 3.7 per cent in August (seasonally adjusted. They said “with employment increasing by around 65,000 people and the number of unemployed only dropping slightly, by around 3,000 people, the unemployment rate remained at 3.7 per cent in August. “The large increase in employment in … Continue reading "The Employment Numberwangers Are At It Again!"

Well, the slew of economic data in the past few days suggests the UK economy is in a bit of a pickle, with a mix of recessionary signals pulling against some more positive wages news (at least for some). And it highlights the dilemma facing many Central Banks, as their data dependency pulls them in … Continue reading "Pickled Brits Anyone?"

This is an edit of my latest live show, as I walk through our latest financial stress analysis, to end August. Which post codes are most impacted, and what are the potential outlook for prices and defaults? Go to the Walk The World Universe at https://walktheworld.com.au/

More from our property insider Edwin Almeida, as we look at the bulls in the market, silly bidding and vendors bids, and the latest “announcables” which will do very little to solve the housing disaster which awaits many. https://www.ribbonproperty.com.au/ http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/

Last week, the departing RBA Central Bank Governor Philip Lowe used his final public comments given at the Anika Foundation to defend his more controversial comments, saying while some of his explanations had “missed the mark” the media also had a responsibility to avoid “clickbait”. But he also highlighted the limitations of monetary policy and … Continue reading "The Limitations Of Monetary Policy (And What Lowe Does Next…)"

In recent months Central Banks have been able to say inflation was falling back towards their targets. But, this had little to do with their rate hiking cycle, and more to the adjustment in supply-side prices, especially energy. The so-called base effects where big lifts in inflation months ago dropped out helped the narrative. But … Continue reading "Will Inflation Come Roaring Back?"

OK, so we know many households are under severe pressure, thanks to falling real incomes, rising inflation and of course interest rate payments. I covered this yesterday in the context of the latest GDP numbers, which on a GDP per capita basis were pretty frightful. We have seen a record rise in cost-of-living for employee … Continue reading "Work Till You Drop…"