Digital Finance Analytics (DFA) Blog

As I discussed in a recent post Australia is starting to look at a Central Bank Digital Currency programme, with a focus on retail customers. The design parameters and business case are yet to emerge, and I hope there will be considerable consultation around privacy, free choice and the continued used of cash. Around the … Continue reading "The Digital Currency Battle… [Podcast]"

This past week has seen a significant shift in market sentiment, driven off the back of hawkish tones from Jackson Hole, as Central Bankers underscored that squashing inflation was their main task, whatever the cost. Markets had been betting on a Fed Pivot soon (recalling the last cycle where markets had their way and the … Continue reading "Bye-Bye Pivot: Market Update 3rd September 2022 [Podcast]"

Our latest Friday afternoon chat, picking over the latest charts, which are telling a confusing story, as Central Banks continue to hike into a head wind. How will this play out? You can get Tarric’s charts here: https://avidcom.substack.com/p/charts-that-matter-2nd-september and follow him on Twitter @Avidcommentator Go to the Walk The World Universe at https://walktheworld.com.au/

John Adams is a complex creature, and there is much to tell about his recent quest. Having delivered “the package” which is potentially life-changing, we will in future shows begin the great reveal. This is a scene setting short show, ahead of the main event! Go to the Walk The World Universe at https://walktheworld.com.au/

The markets are now sliding into September – always a weak month, and seasoned investors like Jeremy Grantham are calling it, more slides ahead. When you look at what the FED has said, it is highly likely – that is until (if) they change track (again). Until then, there is simply nowhere to hide. Note, … Continue reading "Oh September! Just The Start And Nowhere To Hide… [Podcast]"

This is an edited version of a live discussion about the current state of the markets with Damien Klassen, Head of Investments At Walk The World Fund and Nucleus Wealth. Original version here: https://youtu.be/aaP7GdRicKA Energy discussion here: https://youtu.be/4AhEaWqOpAU Go to the Walk The World Universe at https://walktheworld.com.au/

Edwin and I was joined by WA Property Manager Rob, to look at what is happening in the West, as well as our normal chat about the latest numbers, and a stunning example of development which you will simply not believe. Plus some property related pet tips. https://www.ribbonproperty.com.au/ Go to the Walk The World Universe … Continue reading "Its Edwin’s Monday Evening Property Rant! [Podcast]"

In today’s market review we are going to focus on Fed Chair Jerome Powell speech at Jackson Hole, just 9 minutes in length but enough to move the markets down significantly. For the Fed’s monetary policies to have any effect, markets must transmit them via the financial conditions to the actual economy. And the Fed … Continue reading "Prepare For A September Crash! [Podcast]"

The UK just announced an 80% hike in average energy bill to households, with a further rise expected in January. This is putting millions of people under financial pressure, and unable to eat and heat themselves through the winter. Worth reflecting on the cause – the hike in gas prices, and the fact that we … Continue reading "Eye Watering Energy Bills Are Coming… [Podcast]"

Is the US in recession or not? Well the “official figures” are unsure, and despite the inverted yield curve (2-10) you can still argue there is no recession, which gives latitude to the Fed to hike further and faster. We may hear something about this at Jackson Hole, the Central Bankers’ love-in! Go to the … Continue reading "No Recession: For Now? [Podcast]"