Digital Finance Analytics (DFA) Blog

The Markets are starting to believe Central Banks are going to blink – as we saw yesterday when the RBA lift the cash rate by a less than expected 0.25% – though as I said one smaller rate rise does not a pivot make. The S&P 500 index posted its biggest single-day rally in two … Continue reading "The Market Grabs At Straws… [Podcast]"

I discuss the recent RBA rate change with Peter from Mozo. What is happening to mortgage and savings rates and what may happen next? Peter Marshall has been working in the Australian banking and finance industry for over 20 years and oversees Mozo’s extensive product database. He is regularly sought out for his expert commentary … Continue reading "When Is A Pivot, Not A Pivot? With Peter Marshall [Podcast]"

The Reserve Bank of NZ lifted the cash rate another 0.5% to tackle inflation – and is taking a different tack to the RBA, where home prices are falling faster. Expect high rates and more falls ahead, in both countries. Go to the Walk The World Universe at https://walktheworld.com.au/

This is an edited version of my live discussion about the current state of the property market, and household financial stress. Links to upcoming events: Petition Branch Closures: https://www.aph.gov.au/e-petitions/petition/EN4244 (ends 6th October) Meet the Managers Forum Wednesday 19/10/22 6:30-8pm:https://www.eventbrite.com/e/meet-the-managers-tickets-410294761677?aff=wtw to register. World Renegade Summit: https://gokogroup.com/mne 9th October 2022 Go to the Walk The World Universe … Continue reading "DFA Live Q&A HD Replay Household Scenarios And Stress Update [Podcast]"

After the rout of September, sorry to break this to you, but stock markets historically have experienced well-above-average volatility in October. It’s often a spooky month for stocks and several of the greatest crashes in stock market history have occurred during the month, including ‘Black Tuesday’ and ‘Black Thursday’ in 1929, as well as ‘Black … Continue reading "The October Effect… [Podcast]"

My latest Friday afternoon yarn with Journalist Tarric Brooker (@AvidCommentator on Twitter). We look at the latest ructions in the markets and ask what is going to happen next – what is below the waterline, with the help if Tarrric’s slides. Copies of the slides can be found at: https://avidcom.substack.com/p/charts-that-matter-30th-september Go to the Walk The … Continue reading "But Its Just The Tip Of The Iceberg: With Tarric Brooker [Podcast]"

My latest discussion with our property insider Edwin Almeida. https://www.ribbonproperty.com.au/ From the We-chat chatters to the latest numbers and market commentary, we pick apart the property market. And Edwin lets us into more secrets of the Auctioneer. Go to the Walk The World Universe at https://walktheworld.com.au/

Dale Webster from The Regional And Robbie Barwick from the Citizens Party discuss the war on cash with me , and specifically the removal of branch and cash infrastructure, especially in regional areas. https://www.theregional.com.au/post/bank-petition-chance-to-send-a-strong-message-to-canberra The Regional is an independent news service for 37 per cent of Australia’s population (and growing)! Dale has been tracking regional … Continue reading "The Banks Are The Aggressors In The War On Cash! [Podcast]"

So, after this latest rate hike, the Fed has now lifted its benchmark rate by 300 basis points, or 3% in just six months as the central bank accelerates policy to restrictive territory with the aim of slowing growth enough to make a meaningful dent in inflation. “We can’t fail to do that,” he said, … Continue reading "Forget The FED Pivot – And Housing Price Falls Won’t Stop Them Either! [Podcast]"

This past week was momentous, as Central Banks continued to lift rates in an attempt to crush inflation. A half dozen central banks, including in the United States, Britain, Sweden, Switzerland and Norway, delivered rate hikes this week to fight inflation, but it was the Fed’s signal that it expects high U.S. rates to last … Continue reading "Bears Are Showing Their Teeth: Be Clear, Markets Have Further To Fall! [Podcast]"