Digital Finance Analytics (DFA) Blog

The latest inflation data for the US underscored the ongoing inflation problem the FED has, and while the markets are hoping for a pause, or cut, on the latest numbers this is unlikely. The battle to control inflation is far from won. http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/

So once again the banks get a helping hand from the FED, and depositors in the US are guaranteed to an unlimited extent. But what of moral hazard? And the markets now do not expect further rate rises, despite the inflation pressures in play. Yet perhaps there is a bifurcation between liquidity and rates, so … Continue reading "No Free Market Capitalism Here! [Podcast]"

A chat with Edwin, as I continue to demolish the studio…. meantime, who is demolishing the financial system????? http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/

In this week’s market update we look at the contention between the markets and Central Banks. The former is banking on cuts later this year, the latter focusing on inflation control, and the need for higher interest rates. Both cannot be true. And results this past round suggest weakness ahead. CONTENTS 0:00 Start0:15 Introduction00:30 US … Continue reading "All About The Fed, And What Might Break First!"

Tarric Brooker joins me for my last Friday afternoon chat for a month or so, as I relocate to the UK. For the reasons see here: https://youtu.be/7Nj6N_amn3Y We discussed a range of viewers questions, for which thanks. I have genuinely enjoyed my regular chats with Tarric, and rest assured we plan to continue them once … Continue reading "So Long, And Thanks For All The Fish! – With Tarric Brooker… [Podcast]"

More analysts are now talking about mortgage stress. How ever you define the concept (we prefer cash flow metrics) things are getting worse. So ahead of our next batch of updates on Tuesday, we look at what some other analysts are saying. Perhaps, better late than never they are now understanding things I have been … Continue reading "The Mortgage Stress Traffic Accident Is Coming Into View!"

This is an edited version of a live discussion with Head of Investments at Nucleus Wealth and Walk The World Funds, Damien Klassen. Where are the markets heading, and what are the chances there will be a policy mistake as rates are taken higher?

Another stroll through the latest property news with our insider Edwin Almeida. From listings to sales, and from the psychology of buyers and sellers, we cover it all…. https://www.ribbonproperty.com.au/ http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/

In the latest market update, we look at stronger economic data from the US driving inflation and FED rates higher. We also cover Europe, Asia and Australia. Risks seem elevated with regards to future market action! A wake-up call to Bulls? CONTENTS 0:00 Introduction1:30 Earnings and PEG6:24 PCE Read9:45 New Home Sales11:39 US Markets14:15 Oil … Continue reading "Amplified Concerns Signals Further Market Falls Ahead! [Podcast]"

The RBNZ Team lead by Adrian Orr was questioned in Parliament today, and we got more insight into the trajectory of rates, and the impact on households, with the debt servicing ratios set to rise higher than before the GFC! There was a sharp intake of breath! In addition, there was a concession to the … Continue reading "More Household Pain Predicted In New Zealand!"