Digital Finance Analytics (DFA) Blog

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. As I already summarised last years market trends, in my show Markets Bet on Hope rather than expectations, we will dive directly in Fridays trade, where US … Continue reading "Volatility And Uncertainly; The Watchwords For Markets In 2026!"

We had further confirmation today that the Australian housing market tide is turning, at least in terms of further price rises, but overall housing affordability remains at painful extremes, both for mortgage holders who in some cases are throwing more than half their disposable income at repayment, while renters are even more exposed. This is … Continue reading "Confirmation Australia’s Housing Market Is Turning… But…"

As we enter 2026, and Happy New Year to all, we should reflect on the fact that while hope is a desire for a positive outcome with uncertainty about its arrival, that represents a wish for the “most desirable,” outcome; expectation is a strong belief or probability assessment that something will happen, trusting the result … Continue reading "The Year That Was: Markets Bet On Hope Over Expectation!"

This is an edit of a live show where I was joined by Property Insider Edwin Almeida for a live Q&A session on Australian Property Trends In 2026. If you are buying your home in Sydney’s contentious market, you do not need to stand alone. This is the time you need to have Edwin from … Continue reading "DFA Live Q&A HD Replay: 2026 Property Trends With Edwin And Martin"

Today we walk through our latest analysis of financial stress among households, using data up to the end of 2025. And its a sorry picture, despite all the spin out there. This show is a second in a series. Yesterday we looked at the economic data and home price scenarios – here: https://youtu.be/AO28uJroejY and tomorrow … Continue reading "Households Crushed By Bills As Housing Costs Explode In 2026!"

In this show we update our price scenarios based on the latest data and surveys, breaking down the data by state and territory. Things look like they could change quite fast, given the recent change in the economic weather. On Monday I will release the December Mortgage and Rental Stress data, which shows how bill … Continue reading "Australian Home Price Scenarios Updated For 2026!"

This is our weekly market update, starting in the US, crossing via Europe and Asia to Australia, and covering commodities and crypto along the way. In the holiday season, volumes are light and some markets closed for parts of the week, so there are few catalysts to fuel much market conviction as participants watched the … Continue reading "It’s All A Bit Artificial Really!"

Seasonal greetings to all our followers and viewers. Today we catch up with Tony Locantro and get his perspective of the year which is passing and 2026 ahead. 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 World Universe at https://walktheworld.com.au/

In this seasonal show, Damien Klassen, Head of Investments at Nucleus Wealth and Walk The World Funds; and Martin North from DFA dive into Santa’s ESG Dilemma and Why your “Green” fund might just be a lump of coal wrapped in expensive paper! Best wishes to all our followers and viewers! http://www.martinnorth.com/ Details of our … Continue reading "Santa’s ESG Dilemma!"

This is an edit of a live show were I was joined by Adam Stokes to examine the emergence of Stablecoins following The Genius Act and the implications for the financial system, crypto and the future of money. Is this a revolution, or a coup? Who are the winners and losers? How will this play … Continue reading "DFA Live Q&A HD Replay: Stablecoins: A Financial Revolution Or Financial Coup? With Adam Stokes"