Digital Finance Analytics (DFA) Blog

My latest chat with our property insider Edwin Almeida. From property price falls, risk of war, and listings… so much to discuss. http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/

An early chat with journalist Tarric Brooker this week as we answer viewer questions and share some charts. Timely – given all the data which is out just now. http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/

This is an edited version of a live discussion about the state of play relating to the Australian economy, housing and finances with Leith van Onselen, Chief Economist at Nucleus Wealth and Co-founder of Macrobusiness. Where are interest rates headed, and what will the fall out be? Go to the Walk The World Universe at … Continue reading "DFA Live Q&A: HD Replay Leith van Onselen: Economics Now"

So the NASDAQ ended lower on Friday as megacap growth stocks came under pressure after Treasury yields pointed to higher interest rates as yields on the benchmark 10-year Treasury note rose to their highest in more than a month following an auction on Thursday of 30-year bonds that saw weak demand. The yield on the … Continue reading "Reversing The January Effect [Podcast]"

The RBA’s Statement on Monetary Policy, out today suggests inflation will run hotter for longer and real wages will continue to shrink into the foreseeable future. Some politicians are pushing for the Governor to resign as analysts lift their forward thinking on rates. But what is really going on? In short no one wants to … Continue reading "Everyone Blames Someone Else For This Mess!! [Podcast]"

While some market analysts are calling a significant rise as inflation is crushed, others are more negative, seeing a potential drop in the markets, before a pivot – but not for another year or so. Investment sentiment is out of line…. So, the question is, are further market falls likely? How low will corporate earnings … Continue reading "More Market Falls Are Definitely Possible! [Podcast]"

In our latest Monday chat, we look at the NSW proposal to match prospective renters with older homeowners (what could possibly go wrong?), the latest listings numbers, and the surprising demand for some property. And very important, we say to look up! https://www.ribbonproperty.com.au/ http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/

Something weird is afoot. There is much talk of falling inflation, moderating wages, record-low unemployment and possible soft landings. Yet some on Wall Street says 2023 will likely turn ugly. Sure, we had a beautiful January for investors – but what if this is only a mirage—a stock rally that’s already gone too far. Well, … Continue reading "Apocalypse Postponed?"

This is an edited edition of a live discussion with Head of Investments at Walk The World Funds And Nucleus Wealth, Damien Klassen as we look at the current market movements and what might be ahead. Go to the Walk The World Universe at https://walktheworld.com.au

In our latest show, Property Insider Edwin Almeida and I look at listings numbers and compare them with the past couple of years – what we see is different from what the MSM is saying. We also look in detail at the Blacktown property which sold, despite having significant issues with a missing DA, and … Continue reading "Its Edwin’s Monday Evening Property Rant [Podcast]"