Digital Finance Analytics (DFA) Blog

So, on the surface at least, market reaction to news that the US Supreme Court has struck down President Donald Trump’s infamous tariff regime looks pretty muted. Actually, the world’s most important equity market was on track for an even better day until the Court’s decision was announced, and then dipped suddenly. Supreme Justice Gorsuch … Continue reading "Markets Look Past Tariff Mayhem For Now; But…"

I am joined by Journalist Tarric Brooker to examine the latest data with a deep focus on what is happening to those aged 25-34, in terms of income, birth rates and other data. The demographic shocks keep coming, thanks to years of poor Government policy. The consequences for the country and other generations too are … Continue reading "Is Australia Doomed? With Tarric Brooker"

Mortgage Holders should brace for more hikes in the cash rate this year as today we got the latest data from the ABS relating to the Labour market, though perhaps savers can rejoice! There was no change in the seasonally adjusted unemployment rate which remained at 4.1 per cent in January, while the trend measure … Continue reading "Jobs, Jobs, Jobs, Means More Rate Hikes Incoming!"

I highlighted last week the arcane discussion in Senate estimates about measuring earnings growth across the Australian economy. Senator Canavan suggested there was some gaslighting going on as the RBA pivot away from the so called wage price index, to a measure which includes people shifting jobs, reported in the national accounts as average earnings. … Continue reading "15 Years Of “No Real Income Growth”?"

This is an edit of a live show where I was joined by Robbie Barwick and we examined the current apparent rise of the Police State, the removal of civil rights, and greater corporate and political control. Where are we headed, and what can we do? Robert Barwick is the National Chairman of The Australian … Continue reading "DFA Live Q&A Replay: Australia’s Future In The Balance; Act Now! With Robbie Barwick"

In a special show I am joined by Jennie Tonner, a Licensed Conveyancer and President of the NSW Association, as well as property insider Edwin Almeida to explore the critical issues surrounding property transfers at the moment. Due to speed compression within the property industry, a poor understanding of the critical role a Conveyancer has, … Continue reading "Property Rant Special: Caveat Emptor: Is It A Myth In 2026?"

First we have the latest round of auction clearance rates in from the weekend sales, from both Domain and Cotality. Of course, not all results have landed, and as I have explained before, agents are quick to report successful results, less so to admit failures. Cotality reported that the clearance rate which is calculated as … Continue reading "Don’t Get Caught As The Property Market Turns!"

Another week and more volatility, as fears over AI investment profiles and wildfire AI disruption rippled across sectors including insurance brokers, wealth advisors, real estate services and logistics. Conflicting economic indicators also amplified uncertainty, though in the end Gold remained a buttress against the storm. The Global MSCI Index was flat for the week, while … Continue reading "Volatility, Rise And Repeat…"

The Senate Estimates process is always worth a watch, as it can be more spicy than the Lower House version, where entities from the RBA through to Treasury, and other Government entities are questioned by Senators. This past week we had the RBA on the stand, following the recent rate rise and the release of … Continue reading "Who Is Gaslighting Who?"

In a desperate attempt to keep GDP growth positive, Australia has been upping their intake of people into the country, especially since the COVID years. Actually, Australian net migration hit a record 530,000 in 2022-23, but since then net migration has fallen to 430,000 in 2023-24, then 305,000 in 2024-25. Treasury currently forecasts a further … Continue reading "People-Based QE Is The Name Of The Game!"