Digital Finance Analytics (DFA) Blog

We finally got the 4th Quarter Lending Stats from the ABS, checks calendar, in the middle of February, and while there was an increase in first homebuyers encouraged into the market by high LVR loan availability this was overshadowed by the growth owner occupiers and investors. And we see that average loan sizes were materially … Continue reading "Home Lending Boomed Higher Before The RBA Hiked!"

This is an edit of a live show where I walked though our latest household finance and property analysis with a focus on price and financial, mortgage and rental stress. We looked at a list of post codes which our followers asked us to review. Below the hood we reveal some concerning trends, and significant … Continue reading "DFA Live Q&A HD Replay: A Deep Dive Into Our Household And Property Data"

In this edition, our property insider Edwin Almeida and I dig into the impact of AI, the need for caveat emptor, analysis of the latest numbers, and the interesting trends in auctions, and listings. Edwin also shares details of a special guest on next weeks show. If you are buying your home in Sydney’s contentious … Continue reading "Its Edwin’s Monday Evening Property Rant!"

The media was full of “news” about auction clearance rates this week, claiming that despite the RBA rate rise in the week, things were still hot and homebuyers seem unperturbed by the prospect of further rate hikes from the RBA. Just remember that much of the media is linked to the property sector, so we … Continue reading "The “Hot” Auctions, Which Are Not So Hot…"

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. Markets got a real workout this week, with some of the biggest falls, followed by strong buying in the final session in New York, with the Dow … Continue reading "Market Calisthenics, As Investors Buy Dips, Rotate, And Speculate!"

In our latest Friday afternoon discussion Journalist Tarric Brooker and I take a deep dive into the latest data, with some surprising results. Beyond the headlines, there are greater truths to be found, if you know where to look. Tarric’s charts are here: https://www.burnouteconomics.com/p/dfa-chart-pack-6th-february-2026 http://www.martinnorth.com/ Details of our one to one service are here: https://digitalfinanceanalytics.com/blog/dfa-one-to-one/ … Continue reading "An Astounding Revelation! With Tarric Brooker…"

MSCI’s broadest index of Asia-Pacific shares outside Japan skidded 1%. South Korea’s KOSPI tumbled 1.7% and Taiwanese shares lost 0.7%. Chinese blue chips lost 0.7%, while Hong Kong’s Hang Seng index slid 0.8%. Again concerns about the exploding costs of AI investment hounded the tech sector. Ahead, are Amazon’s results later in the day, plus … Continue reading "Markets Turn The Uncertainty Dial Up. Again…"

The threat of interest rate hikes could already be impacting the housing market, with fresh figures showing runaway prices are starting to cool. Of course January is historically a slower month for the property market but the RBA’s move yesterday to lift rates will likely cool momentum. That said new figures released by PropTrack shows … Continue reading "Home Prices: Busted???"

This is an edit of a live show I was joined by Head of Investments for Walk The World Funds And Nucleus Wealth, Damian Klassen, as we parsed the recent market movements of precious metals and the latest results season. Does any of this change portfolio management strategies, or should we look through the current … Continue reading "DFA Live Q&A HD Replay: Investing In A Time Of Gold And Silver Roller-coasters: With Damian Klassen"

In another of our occasional series of discussions with my friend George, we explore the role and source of political and economic power in the world, and ask whether things are changing as many are suggesting. Is the US loosing its grip? Is The US Dollar fading? From food, to arms, and from debt to … Continue reading "Down The Rabbit Hole: Where Does Power Actually Lay?"