Digital Finance Analytics (DFA) Blog

Journalist Tarric Brooker and I parse recent events, and with the help of his data slides, get deep and dirty into global power plays, the status of real household finances in Australia, the new economic realities at home and abroad, and how the political tides are shifting. Tarric’s slides can be found here: https://www.burnouteconomics.com/p/dfa-chart-pack-23rd-january-2026 His … Continue reading "It’s Australia’s “Davros” Moment; With Tarric Brooker…"

More data today, and more signs that rate hikes are coming as Australian unemployment unexpectedly fell in December as the economy added more jobs than anticipated, prompting traders to boost bets that the Reserve Bank will be forced to raise interest rates as early as next month. And just as we get another dose of … Continue reading "Mortgage Rates Are On Their Way Up; Thanks Jim!"

A quick look at the markets shows US the dollar languished near three-week lows against the euro and Swiss franc with a 0.53% slide in the dollar index – which measures the currency against six major peers – marking its worst single-day performance in six weeks. The greenback dropped more than 1% against Europe’s shared … Continue reading "Markets Twitch As Relationships Rupture, Or Is It Just The Yen Bond Problem?"

We just released a deep dive into Australian Households and their financial distress over on our channel “In The Interests Of The People”. Here is an audio version.

This is an edit of a live show where we went deep into the change in the property weather which it seems is underway. I was joined by Aaron Scott from bRight Agent, whose prolific releases have been drawing attention the rising tide of concern. Last time he metaphorically suggested people needed a snorkel because … Continue reading "DFA Live Q&A HD Replay: Are The Tides Turning On Australian Property?"

This week we catch up with Edwin in transit to China as we look at the latest property and finance news. There seems to be a whole bank of black swans out there, including a banking crisis caused by aliens? Can we make any sense of the current trends and how do we make sure … Continue reading "Its Edwin’s Monday Evening Property Rant!"

Talking of Black Swan Events, as I did in yesterdays market review, I came across an article in the Times which suggested that there was a risk of financial collapse if a declaration that alien life was real ever appears. This was discussed by an ex-Bank of England Analyst. Given what else is going on … Continue reading "Could An Alien Invasion Spark A Banking Crisis?"

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 on the way. Superficially, and to the relief of many, this past week has been a little less volatile than of late. However, below the surface, questions of liquidity and … Continue reading "Financial Markets: Are Liquidity Black Swans Emerging?"

The ABS released the latest Australian net long term and permanent arrivals data for November and revealed the highest level ever for that particular month. Net arrivals for the month are up 3.8% compared with this time last year and up 78.7% vs this time in 2019. So my question today is, does Australia have … Continue reading "Housing Crisis Or Population Crisis?"

Given what I have been highlighting about the pivot in interest rate expectations, following the last RBA presser and the flow of economic data, plus the current market expectations of around 4% cash rates in June 2027, yes June 2027, it should surprise no one that fixed rate mortgages are on the rise. The largest … Continue reading "Pop Goes Those Fixed Rate Mortgages…"