Digital Finance Analytics (DFA) Blog

The RBA held the cash rate again, while the ABS reported strong mortgage refinance, though lower credit growth, and lower building approvals. And Consumer Confidence moved slightly higher, but still in negative territory. You can join my live show later today as I discuss the latest with Damien Klassen from Nucleus Wealth. https://youtu.be/l9VpYwgEc-c http://www.martinnorth.com/ Go … Continue reading "The RBA Holds As Refinancing Goes Through The Roof! [Podcast]"

More from our property insider as we look at the latest from the market. Are listings really on their way up? http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/

New research from NAB suggests the average Australian feels only “moderately” stressed about money or making ends meet, but also only “moderately” comfortable they are on top of their finances, could manage a major unexpected expense, and are on track to have enough money for their future financial needs. But averages mask. They say over … Continue reading "“Hidden” Financial Hardship Is On The Rise! [Podcast]"

Well, dangerous investor euphoria is now spreading like a rash on the belief, at least in the US, of a perfect soft landing as inflation is vanquished, without a recession. Cash and hedges are out, replaced by demand for everything from small caps to meme stocks. Industrial shares are on a tear, junk-bond spreads are … Continue reading "FOMO Grips Traders As Inflation Deflates (For Now). [Podcast]"

The Fed lifted rates again on Wednesday to a 22-year high, and pretty much repeated the statement from last month. But there is an expectation of higher rates for longer, and that inflation would be above target for the next couple of years. The market reacted as expected, given the hike was well signaled, but … Continue reading "Another 2-Years Above Target Inflation Says The Fed! [Podcast]"

The Consumer Price Index (CPI) rose 0.8 per cent in the June 2023 quarter and 6.0 per cent annually, according to the latest data from the Australian Bureau of Statistics (ABS). CPI inflation slowed in the June quarter, with the quarterly rise being the lowest since September 2021. While prices continued to rise for most … Continue reading "Some More CPI Numberwanging Says Rates May Have Peaked (For Now) [Podcast]"

This is an edited version of my latest live stream which was an important live discussion with Robbie Barwick from the Australian Citizens Party as we discuss the upcoming censorship bill relating to Social Media, the attempts by Banks to strangle communities and abolish cash, and the risks emerging from Central Bank Digital Currencies and … Continue reading "DFA Live Q&A HD Replay: Civil Society In The Balance: With Robbie Barwick"

Our latest chat with our property insider, Edwin Almeida including a walk round a property being converted to “budget accommodation. https://www.ribbonproperty.com.au/ http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/

Wall Street closed out another week with a quiet Friday on US markers as stocks found some stability after sliding the day before. The S&P 500 edged up by less than 0.1 per cent, to 4,536.34 to cap its eighth winning week in the last 10. The Dow Jones Industrial Average added less than 0.1 … Continue reading "Toppy Markets Remain Edgy On Better Than Expected Results, For Now… [Podcast]"

My latest Friday afternoon chat with Journalist Tarric Brooker goes deep into the economic substructure of the economy, where we see people pulling in two directions at the same time – Burnout Economics! https://avidcom.substack.com/p/burnout-economics-presentation-onhttps://avidcom.substack.com/p/resuming-student-loan-payments-to 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 … Continue reading "Welcome To Burnout Economics! With Tarric Brooker [Podcast]"