Digital Finance Analytics (DFA) Blog

Last week we got articles suggesting that buyers worry about the ongoing conflict in the Middle East and sellers rushing to offload their homes have cooled the property market. The latest data from the weekend certainly confirmed ongoing weakness. The clock is ticking on weaker home values. It is indeed likely that the interest rates … Continue reading "Tick-Tock: Home Prices Under Pressure As Markets Fade."

This is our weekly market update, where we start in the US, cross to Europe and Asia and end in Australia, covering commodities and crypto along the way. Whilst these shows tend to get less views and likes compared with our others, they remain the most critical to me, as it helps to grasp what … Continue reading "Markets Wrestle With Alternate Realities As “Peace Talks” Hopes Belie The Incoming Economic Storm!"

For some long time, there have been questions about the quality of mortgage loans held by Australian banks. Underwriting standards require them to make appropriate inquiry before lending, but in a competitive space, sometimes corners may be cut. The obvious threat would be a rise in bad debts caused by the combination of higher interest … Continue reading "How Many Porky Loans Do The Banks Really Hold?"

Markets have been volatile, with Oil and LNG lower in price on the announcement of the temporary ceasefire, and then higher as the question of whether it will hold, in the light of the situation in Lebanon emerges. As we discuss the Straits are still pretty much blocked, and no-one knows how things will play … Continue reading "Navigating The Uncertainty Principle!"

We look at the impact of the temporary ceasefire in the Gulf War as part of our monthly economic update, recorded with Nuggets News. This is my edit of the discussion, with added slides. Who will be the winners? http://www.martinnorth.com/ Details of our one to one service are here: https://digitalfinanceanalytics.com/blog/dfa-one-to-one/ Go to the Walk The … Continue reading "The Game Of Thrones Takes Another Turn!"

In this live show we examined the markets in the context of the current Gulf War, and the “Game of Thrones” energy battle now underway. I was joined by Head of Investments at Walk The World Funds and Nucleus Wealth, Damien Klassen to dive into the latest from the markets, and how we should think … Continue reading "DFA Live Q&A: Investing During A “Game Of Thrones” Gulf War: With Damien Klassen"

Despite the long weekend, Edwin and I are back for another deep dive into the world of property. This week we look at the latest numbers, which seem to fly in the face of some MSM reporting. We examine the impact of the Gulf War, and how this may flow on to the property sector. … Continue reading "Its Edwin’s Monday Evening Property Rant!"

We have updated our surveys and modelling to the end of March 2026, effectively the last month before the incoming rate rises, fuel increases and inflation hit households. So in this show we examine the data, which will form a baseline for future analysis, as we expect financial stress to accelerate from its current high … Continue reading "Household Financial Stress BEFORE The Storm…"

This is our weekly market update, where we start in the US, cross to Europe and Asia and end in Australia, covering commodities and crypto along the way. This past week, foreshortened by the Easter holidays, but haunted by the Gulf War and Trump’s gyrations, an oil shock and a potential inflation outbreak all combined … Continue reading "Markets Ride The Volatility Rollercoaster, With No Visible Support!"

In the next edition of our show, Journalist Tarric Brooker and I discuss the real implications of the Gulf War on Australia. Using his great slides, we reveal the potential omnishamables likely to play out, and compare this with some of the recent comments and policies from our leaders. Words and figures differ! Tarric’s charts … Continue reading "The Omnishambles Incoming: With Tarric Brooker"