Digital Finance Analytics (DFA) Blog

This is a recording of the first in our new live series. Damien Klassen from Walk The World Funds and Nucleus Wealth will join me to discuss the latest market developments. http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/

After the “surprise” rate hike on Tuesday, the RBA Governor spoke in Perth about the prospect ahead. Reading between the lines it does seem there remains a tightening bias at the RBA, and in line with our expectations, higher rates may still be on the cards, together with a rise in unemployment. http://www.martinnorth.com/ Go to … Continue reading "The RBA Will Tighten More… [Podcast]"

The latest from our property insider – Edwin Almeida. We look at the latest numbers, and incentives to drag more into the market. Got to save those property prices!! http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/

The leading indicators relating to the US economy are screaming Stagflation, as the FED meets this coming week. Yet rates are likely to go higher to tackle rising costs, even as a credit crunch in underway. Not pretty. The latest edition of our finance and property news digest with a distinctively Australian flavour. http://www.martinnorth.com/ Go … Continue reading "Stagflation, Here We Come! [Podcast]"

Once again, we saw contention in the markets, as US equities extended a rally Friday as investors weighed strong corporate earnings against concerns about regional banks and inflation. Treasuries rose. investors may still be cautious ahead of Apple’s results due next week and the Federal Open Market Committee (FOMC) meeting and the U.S. jobs report … Continue reading "Schizophrenic Markets Wrestle With Countervailing Trends… [Podcast]"

Journalist Tarric Brooker and I reconnected following my relocation, for the first in our series of bi-weekly afternoon chats about economics and politics. It may be a couple of months since our last, but in many ways, things are the same… http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/

The Chief Economist At The Bank of England Huw Pill this week argued that there was a need for restraint to contain inflation. He got significant reaction on socials. And there is an argument that both Unions and Corporates have a vested interest in bidding wages and prices higher – its their job. But we … Continue reading "Playing The Inflation Blame Game! [Podcast]"

US markets remain jittery as fears of a recession continue to build, despite some better than expected earrings reports, form tech. But the key issue relates to financial stability in the regional banking sector as the fall out from First Republic Bank continues. Indeed the regulators and banks are playing chicken – not good considering … Continue reading "The Market’s Game Of Chicken Continues…. [Podcast]"

The latest in inflation from the ABS reveals a higher level of underlying inflation, despite the4 base effects people were expecting to see. As result, the expectation for a further round of rate hikes extended in Australia, as the energy and gas prices continue to climb. That said, some optimistic market analysts are call for … Continue reading "Inflation Does What It Does… [Podcast]"

Where should accountability lay for the decisions of the Central Bank? There are many arguing that more independence is needed, so politicians can claim arms length influence only. On the other hand to date, this approach has not been working, and in a New Daily article Alan Kohler makes some interesting observations. http://www.martinnorth.com/ Go to … Continue reading "If The RBA Were A Company, The Governor Would Be Out Of A Job! [Podcast]"