Digital Finance Analytics (DFA) Blog

An unscripted discussion with my friend George about the upcoming election, and what is going on below the waterline. Go to the Walk The World Universe at https://walktheworld.com.au/

In this week’s market review we look at the action around the world, starting in the US, Europe Asia and Australia, and looking at Gold, Oil and Crypto in passing. The news is not good, for those believing in a return to Bull markets, supported by a Fed Put. Actually, with inflation running hard, Central … Continue reading "Leaky Boats – After A Bruising April: May May? [Podcasts]"

Those following my channel will know of the modelling which shows the strong link between credit availability and home prices. We know that when credit is tight, and the rate of change in credit is negative, home prices fall. And we are seeing this in spades now in New Zealand. So today I want to … Continue reading "New Zealand Credit Falls Off A Cliff – Home Prices Will Follow! [Podcast]"

We look at how the changes in China’s economy might impact Australia. Although Q1 GDP data was better than expected, some analysts are predicting that Q2 may be less forgiving. One clue is the rising unemployment rate in 31 major cities in China. A key question is how much China’s government can offset decelerating growth … Continue reading "Australia And The China Factor! [Podcast]"

In this week’s market summary, we as usual start in the US, cover Europe and Asia and end up in Australia. This is because the US market trends drive other markets, like it or not. No market is an island – especially Australia. Now, back in 2018, when the Fed was conducting quantitative tightening and … Continue reading "Shock: U-Turn If You Want To! [Podcast]"

Edwin visited me in the DFA studio today for our weekly property chat. We discussed the political ball game around property, news from China about migration to Australia, and how to react to the latest market information. Is there a path to higher home prices ahead? Go to the Walk The World Universe at https://walktheworld.com.au/

Let’s face it, the rampant rise in Oil prices, is a big headache for politicians around the world, as the lift in prices is driving inflation. Just remember Oil was already on the up BEFORE Ukraine kicked off. And if you are going to make an unpopular policy change, when better than later Friday before … Continue reading "The Inflation Noose Drives Policy Reversal! [Podcast]"

In my latest Friday afternoon chat with Journalist and Chart hoarder extraordinaire Tarric Brooker we parse the latest data and conclude that the next crisis has already started. We question the quality of the current political dialogue, the role of Central Banks, the relationship between interest rates and inflation, and so much more… We had … Continue reading "The Next Crisis Has Arrived! With Tarric Brooker [Podcast]"

We examine the role of the Bank of Mum and Dad, in the light of the latest data. As well as highlighting inter-generational issues, there are pressures on both parents and their kids. And if you do not have “wealthy” parents the chances of getting into the property market is diminished significantly. Go to the … Continue reading "The Bank Of Mum And Dad Is Getting Strangled! [Podcast]"

This is an edited version my latest live show, as I I explore the latest in Brisbane Property with Meighan Wells, with a special focus on flooding issues. We covered pricing, structural issues, insurance and more. As the Principal of Property Pursuit and co-founder of the Home Buyer Academy and co-presenter of Your First Home … Continue reading "DFA Live Q&A HD Replay: Flood Special Meighan Wells: Brisbane Property Highlights [Podcast]"