Digital Finance Analytics (DFA) Blog

This is an edited version of a live discussion about the current state of property with Veronica Morgan. Original stream here: https://youtu.be/UUxirTjEUbM Veronica Morgan is principal of Good Deeds Property Buyers and co-host of Location Location Location Australia & Relocation Relocation Australia on the Lifestyle Channel. She also co-hosts The Elephant In The Room Podcast, … Continue reading "DFA Live Q&A HD Replay: Veronica Morgan: Property Now [Podcast]"

I caught up with Financial Sector veteran Roger Brown to discuss the rise and fall of Australian property, and the agencies responsible for the mess we are in. Roger sheets much of the blame on APRA, plus poor policy from the RBA and Treasury. The net effect is the disenfranchisement of younger households, and the … Continue reading "What A Fine Pickle We Are In: With Roger Brown [Podcast]"

Latest from Edwin our property insider. This tip of the week today is gold. https://www.ribbonproperty.com.au/ Go to the Walk The World Universe at https://walktheworld.com.au/

In this week’s market review, we examine the curious relationship between updated economic data, and the markets. And I conclude, Up is Down. We start with the US markets, look across Europe and Asia, and end in Australia, as well as covering the latest in Oil and Metals, and a quick look at Crypto. It … Continue reading "Up Is Down, And Down Is Up! [Podcast]"

My latest Friday afternoon chat with Journalist Tarric Brooker about economics, monetary police and social trends. His charts are available to view at https://avidcom.substack.com/p/charts-that-matter-5th-august-2022 Go to the Walk The World Universe at https://walktheworld.com.au/

This is an edited version of a live discussion about the current state of economics and politics, with a focus on the busted energy markets with David Llewelln-Smith Chief Strategist at @NucleusWealth and founding publisher and editor for @Macro_business. Go to the Walk The World Universe at https://walktheworld.com.au/ Original stream and chat here: https://youtu.be/4AhEaWqOpAU

My latest Monday evening chat with our property insider Edwin Almeida. We look at the latest from China, consider the rise in chickens at Edwin’s place, and reflect on the resignation of a Building Reform champion. Plus the latest on the numbers, and a discussion on land banking. And you can play spot the pussy … Continue reading "Its Edwin’s Monday Evening Property Rant! [Podcast]"

In this week’s market review in what was a chaotic week, we look at how the financial markets reacted to bad news on inflation, and rising target rates from Central Banks, and solid earnings from tech megacaps which brought some solace to traders though worries about recession risk remain. After Thursday’s data showed the U.S. … Continue reading "Things Just Got Complicated… [Podcast]"

This is a first take on the latest results from our models, which shows a further rise in mortgage and rental stress (defined in cash flow terms) across Australia. We examine the high-level results by state, segment and post code, and also present the latest stress heat maps, which highlight the growth of pressure in … Continue reading "First Take: Mortgage Stress July 2022 [Podcast]"

We unpick the “supply-side” problems which are often blamed for high home prices, and in the light of a recent report, find that Land Banking is a significant issue, as large players hold on to land parcels to exploit prices rises. This means you cannot solve affordability by changing planning rules! In addition, there is … Continue reading "Land Banking Is Part Of The Housing Problem!"