Digital Finance Analytics (DFA) Blog

An important discussion about Banking Culture with Citizens Party Research Director Robbie Barwick. Despite the progress from the Senate Inquiry into branch closures, some banks (we name them) are doing the wrong thing. Why? Because they can and because they have powerful political influence (for now). http://www.martinnorth.com/ Go to the Walk The World Universe at … Continue reading "Banks Behaving Very Very Badly: With Robbie Barwick [Podcast]"

Our latest Friday afternoon chat with Journalist Tarric Brooker, as the US 2-year bond breaks above 5%. How will inflation play out, what will the impact on home prices be, and have politicians got our interests at heart? Find out as we discuss more charts and viewer questions. https://avidcom.substack.com/p/charts-and-links-from-appearance-6cf http://www.martinnorth.com/ Go to the Walk The … Continue reading "A Truly Historic Moment: With Tarric Brooker… [Podcast]"

Steve from Canstar and I discuss the latest RBA decision, and its implications, and explore the impact on households and their budgets. What can be done? https://www.canstar.com.au/team-members/steve-mickenbecker/ http://www.martinnorth.com/

This is an edited version of our latest live show. This week Damien Klassen from Walk The World Funds and Nucleus Wealth discussed the markets and his latest analysis. http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/

In our latest market update we look back across the first half of the year, as markets have continued to drive higher in the light of higher rates and continued uncertainty. As we move into July, the past six months on the markets have contained all types of contradictions, with prices spiked by AI, hopes … Continue reading "Where’s That Recession Then? [Podcast]"

I caught up with Tony Locantro from Alto Capital in Perth , to discuss the current dynamics across markets, property and more. Managed to fill my bingo card again, but the messages are so relevant given the current state of play! https://www.altocapital.com.au/about http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/

The latest from the ABS on retail turnover looked superficially stronger (and again the MSM went to town). But correcting for population growth and inflation it is a different story, and we know some are cutting back hard, while others are spending big on the offers and discount incentives. Nothing here to stop the RBA, … Continue reading "A Retail Conundrum [Podcast]"

Latest data shows that more recent property purchases are being sold not long after buying, and some are going for a loss relative to their previous purchase prices (plus of course the various costs of transfer). This is another sign of rising distress in the markets, with a focus on recent buyers (especially first time … Continue reading "When The Property Wheels Fall Off! [Podcast]"

The latest numberwang from the ABS showed only a slight fall in core inflation, though the headline dropped a bit. And of course the MSM were celebrating the “news”. These are the less reliable monthly series of course. However, the underlying story is one of sticky wages inflation and some one-off changes which offset rises. … Continue reading "A Small Inflation Breather [Podcast]"

Another rant with Edwin, ahead of our live show tomorrow (8pm Sydney time Tuesday). What is playing out is a potential win for the construction sector, but many home owners and prospective purchasers are facing an uphill journey in the current environment. http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/