Digital Finance Analytics (DFA) Blog

So the FED hiked again, and lifted the expected terminal rate to above 5% with the majority of board members agreeing this this projection. So, the markets and the FED are now not on the same page, with traders still betting on lower rates during 2023. In addition, a slowing growth rate and higher unemployment … Continue reading "Rates Higher For Longer Says The FED, But Who You Going To Believe?"

This is an edited version of a live discussion with Cameron who recently republished his book from 2017 Game of Mates: How favours bleed the nation as Rigged “How Networks Of Powerful Mates Rip Off Everyday Australians”. This book will open your eyes to how Australia really works. It’s not good news, but you need … Continue reading "DFA Live Q&A HD Replay: Cameron Murray: Mates, Power, Politics & Economics [Podcast]"

Another outing with our property insider Edwin Almeida, as we look at the latest in the rental sector, the latest listing numbers, and the latest from our We-Chat chatters… Go to the Walk The World Universe at https://walktheworld.com.au/

I caught up with the CEO of BTC Markets to discuss the broader perspectives on Crypto in the light of FTX. https://www.btcmarkets.net/about-us Perhaps we should be careful not to put the baby out with the bathwater! “Our vision is to build the digital financial infrastructure for the future. We are moving forward with that overarching … Continue reading "A Real Deep Perspective On Crypto… [Podcast]"

The latest edition of our finance and property news digest with a distinctively Australian flavour. We look at the action on the markets, the $80 trillion-dollar black hole in the financial system, and why Oil is so weak. All ahead of the FED next week who are expected to push rates higher – as recession … Continue reading "Who Is The Bigger Fool? [Podcast]"

My latest Friday afternoon chat with Journalist Tarric Brooker, as we walk through the key charts as we come to the end of 2022. So, what might 2023 look like? Go to the Walk The World Universe at https://walktheworld.com.au/ Links to Tarric’s charts and recent articles: https://avidcom.substack.com/p/charts-that-matter-9th-december?sd=pf https://avidcom.substack.com/p/how-long-can-australians-keep-spending

With the latest rises in rates of 3% flowing through to the markets, we look at the impact, now and ahead with Steve Mickenbecker from Canstar. CONTENTS0:00 Start0:53 Housing Shortages and Stress11:40 Interest Rates Moves20:00 Fixed Rate Cliff Ahead25:30 Credit Card Issuing Up34:00 Refinancing Risks40:30 Deposits49:00 Financial Homework For The Holidays Steve Mickenbecker is in … Continue reading "Now Where Will Rates Go, And What Does It All Mean?"

Given we now have mortgage rates 3% higher than at the start of the year – analysts are asking whether there are yet signs of mortgage portfolio risks in the banking system. We certainly know that households cash flows are under pressure, from our own mortgage stress analysis, and Roy Morgan’s research on consumer confidence … Continue reading "Are There Signs Of Bank Mortgage Portfolio Stress Yet?"

More from our Property Insider Edwin Almeida, as we discuss the latest from the markets, numbers and the outlook ahead. Go to the Walk The World Universe at https://walktheworld.com.au/

The latest edition of our finance and property news digest with a distinctively Australian flavour. Go to the Walk The World Universe at https://walktheworld.com.au/ CONTENTS 0:00 Start0:15 Introduction0:55 US Monetary Policy 2:10 NonFarm Payroll Surprise4:28 US Markets 7:28 Real Recession Risk Growing9:37 Gold12:20 Oil15:30 European Markets17:35 Asian Markets 18:55 Australian Markets26:22 Crypto28:28 Summary And Close