Digital Finance Analytics (DFA) Blog

The monthly CPI indicator rose 4.9% in the twelve months to July compared with 5.4% last month. The CPI excluding volatile items was at 5.8% compared with 6.1% last month and the annual trimmed mean was 5.6% compared with 6% last month. So Annual price rises continue to ease from the peak of 8.4 per … Continue reading "Inflation Crawling Lower (For Now), But…."

…Ain’t no fun and games! This is an edited version of our recent live show, which was a dose of reality from Investment Manager Tony Locantro, from Alto Capital. Is the game up, and what are the consequences for investors, home owners and aspiring first time buyers? https://www.altocapital.com.au/ Go to the Walk The World Universe … Continue reading "DFA Live Q&A: HD Replay Tony Locantro: Welcome To The Sh*t Show.."

More from our property insider Edwin Almeida as we look at the idea of building up, not out, prefabricated housing, poor quality rental property, and the mythology of property listings. And at the end, a real horror show! http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/ Find more at https://digitalfinanceanalytics.com/blog/ where you can … Continue reading "Its Edwin’s Monday Evening Property Rant!"

In our weekly market update we look at the latest signals from Jackson Hole, plus market reaction to the tech results, and forward expectations for rates and markets. Meantime in China, expect deposit rates to be cut, while in Australia, market weakness and a weak AUD does not bode well. We must expect rates higher … Continue reading "Higher For Longer – Yes Really!"

Listing rise in a number of locations, suggesting potential home price weakness especially in Sydney and Melbourne. So the question is where is the lift coming from, what is driving it, and what are the potential consequences? Today’s post is brought to you by Ribbon Property Consultants. If you are buying your home in Sydney’s … Continue reading "The Lion In Winter As Property Listings Rise…"

A deep dive into the latest data, this is my edit of the latest show. http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/

Edwin, our property insider and I explore the question of under quoting and include original footage showing it in action! We also discuss the interpretation of data, and the potential impact of the latest developments in China. https://www.ribbonproperty.com.au/ http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/

The UK banking sector is being warned it faces penalties if it does not secure free access to cash for the UK population, including businesses, following waves of branch closures over more than a decade. https://www.gov.uk/government/news/free-access-to-cash-protected The Financial Conduct Authority (FCA) and Treasury confirmed the guidelines the industry was expected to follow. The legal framework … Continue reading "Access To Cash Enshrined In Law: Finally!"

This week has continued to underscore the change in the market weather, following the hopium of July. “We’ve long been overdue for a correction in equities, and it’s clear that higher rates have now become the catalyst for that,” said Michael Reynolds, vice president investment strategy at investment and wealth advisory firm Glenmede. “When the … Continue reading "The Bears Are Back Baby!"

Another deep dive into the data with Journalist Tarric Brooker as we explore the recent events in China, the housing story (and political announceables), the mortgage cliff (or not) and lots more. Slides are available here: https://avidcom.substack.com/p/dfa-chart-pack-18th-august-2023 Tarric’s article which we mention is here: https://avidcom.substack.com/p/aussie-fixed-rate-mortgage-cliff http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/