Digital Finance Analytics (DFA) Blog

UK households are facing an avalanche of cost pressures triggered by rising interest rates and the worst cost-of-living crisis in a generation. Key mortgage rates soared above 6% again this summer, and homebuilders including Ballymore Properties and Vistry Group Plc have already said they’re planning to cut staff numbers. No surprise then that Britain’s property … Continue reading "The UK Property Market Is Slowing! [Podcast]"

The Australian economy has been relatively stable in the face of the higher interest rates, until now but cracks may be forming as new data arrives. Our mortgage stress analysis which we reported on earlier is one. Now Payroll jobs data says the same. The Australian Taxation Office (ATO) receives payroll information from employers with … Continue reading "Are There Signs The Australian Labor Market Is Slowing? [Podcast]"

I am here running a project to measure financial stress in the UK, using the same methods as in Australia for the past two decades, and down the track I will be able to report and compare data across the country. And this is timely, given that Gross domestic output is unlikely to return to … Continue reading "UK Levelled Down To The Ground. [Podcast]"

This is an edited version of our latest live event where we discussed our latest analysis, against the backcloth of a slowing economy. 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 subscribe to our research alerts

Show Me The Numbers! A deep dive into some of the fallacies which driven by MSM (and who pays the bills?) as we look at the latest from our property insider. https://www.ribbonproperty.com.au/ http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/

In a choppy trading session indexes rose in the morning, then wavered before turning negative so Wall Street closed lower on Friday after a report of slowing U.S. labor market growth, and all three major indexes posted weekly losses as investors braced for more possible downside surprises a day after disappointing earnings from Apple. A … Continue reading "Upcoming: A Soft Hard Landing Or A Hard Soft Landing? [Podcast]"

Spain might be an example we should be looking at, as their inflation has fallen below 2%. How did they achieve this compared with the UK or Australia? Simply put they went beyond the simplistic interest rate lever, and used effective fiscal measures as well. So today we look at lessons we can learn from … Continue reading "Is There Another Path To Beat Inflation? [Podcast]"

My latest Friday chat with Journalist Tarric Brooker, as we deep dive into the latest charts and trends. You can see the charts here: https://avidcom.substack.com/p/dfa-chart-pack-4th-august-2023?sd=pf Japan article here: https://avidcom.substack.com/p/kamikaze-bank-of-japan-policy-and 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 subscribe to our research alerts

The latest from the ABS on Living Costs highlights that for most households, real costs of living are rising faster than those represented in the CPI. In fact, when rising mortgage costs are included (up 91.6%) some households are exposed to cost pressures much higher than represented in the CPI – and these are averages … Continue reading "The Costs Of Living Are Going Through The Roof! [Podcast]"

This is an edited version of a discussion with Head of Investments at Walk The World Funds and Nucleus Wealth, Damien Klassen. Has FOMO taken over as inflation eases down, or is this a head fake? Go to the Walk The World Universe at https://walktheworld.com.au/