Digital Finance Analytics (DFA) Blog

Well, well, the latest data from the ABS revealed that Australia’s economy decelerated last quarter, missing estimates, thanks to the early impact of higher fuel costs and rising interest rates as well as slowing wages, with modest household and public sector expenditure as well as cyclone disruptions to mining and export activities. There are three … Continue reading "Australia Saved By Data Centres For Now, As Our Luck Runs Dry…"

In this live show we examined the markets as they climb to new highs in many places, driven by strong results, and hopes of a Gulf peace deal. How come traders mostly ignore the inflation risks, and higher bond yields? I will be joined by Damien Klassen, Head of Investments at Walk The World Funds … Continue reading "DFA Live Q&A HD Replay: From Bubble To Bubble: Investing Now With Damien Klassen"

In this show, I discuss the latest data with our property insider Edwin Almeida, as we examine the monthly moves across the country, listings and sales, and also the rental story. There are many moving parts, across multiple markets, and the outlook is not certain, but the latest poll on One Nation could potentially have … Continue reading "Its Edwin’s Monday Evening Property Rant!"

In a classic at first slowly, then with a rush, we are getting more data to confirm the depth of distress and distortion in the Australian property markets as the perfect storm for the two thirds of people who own property, with a mortgage or outright, and the third who from choice or necessity rent … Continue reading "More Signs Of A Broken Property Market!"

This is our weekly market update where we start in the US, cross to Europe and Asia and End in Australia, covering commodities and crypto along the way. Financial markets have become little more than a series of bubbles, with investors jumping from one to the next. We had a bubble in software which morphed … Continue reading "Markets Are Leaping From Bubble To Bubble; Just Don’t Look Down!"

Journalist Tarric Brooker and I dive into the latest economic and political news this Friday, reflecting on the state of play in the Straits of Hormuz, the fall-out from the budget and the misdirection which is implied and discuss the New Zealand Reserve Bank decision this week, which underscores the divergent path of the Australian … Continue reading "In The Battle Of The Old V’s The New World, There Are More Losers Than Winners: With Tarric Brooker"

The New Zealand Reserve Bank Monetary Policy Committee voted to hold the OCR at 2.25 percent. Interestingly the decision was a split vote between holding and hiking. Governor Breman who is Chair of the Monetary Policy Committee (MPC) on-hold vote was the tiebreaker, separating the views of external members and banks staff. The three external … Continue reading "RBNZ Hawkish Rate Hold Spells Higher Rates Ahead… But…"

Last week, Reserve Bank Assistant Governor Sarah Hunter highlighted the danger of rising inflation expectations in remarks to a Bloomberg Forum, saying ” The surge in oil prices is “another inflationary shock that’s coming through not that long after the last one, which was not that long after the one before, so there’s a combination … Continue reading "The Inflation Genie Is Still Out Of The Australian Bottle!"

This is an edit of my latest live show where we examined the evolution of the property market, including the impact of the latest budget changes and other economic factors, and explored who are the winners and losers, with Veronica Morgan the Founder and Principal of Good Deeds Property Buyers. She is also the co-host … Continue reading "DFA Live Q&A HD Replay: Property Winners & Losers With Veronica Morgan"

In this weeks episode, Edwin goes deep into the political sphere to decode what may happen to prices. His conclusions may surprise you! There are some clear property winners and losers. For more on that, check out my live show with Veronica Morgan tomorrow: https://youtube.com/live/pn-Sk_8XjWE If you are buying your home in Sydney’s contentious market, … Continue reading "Its Edwin’s Monday Evening Property Rant!"