Digital Finance Analytics (DFA) Blog

How quickly sentiment can turn as Australian’s favourite sport, housing, turns sour into the end of the year. Instead of more rate cuts next year, the promise of which had pulled prospective purchasers forward to buy, is being replaced by significant gloom. The signs were always there of course, despite the spin from Government, as … Continue reading "Housing Markets Vomit Fear Into Year’s End!"

As Jonathan Shapiro wrote in the AFR this week, financial markets are becoming one big gamble, catalysed by leading global retail brokers leading to a rise of prediction markets and the inevitable fusion with financial markets that is turning just about anything and everything into speculation. This of course leads to the volatility we are … Continue reading "Beyond Speculation: Is A New Order Approaching?"

This is my edit of a live show recorded with Adam Stokes on his channel, where we dived into the U16 social media ban, and discussed its origins, implications and potential consequences for politics and society. Adams Show and chat: https://youtu.be/v2ikpZ_N6fk We got pretty philosophical, and ended up talking about Life, The Universe and Everything! … Continue reading "Life, The Universe And The Social Media Ban!"

Powell argued in his post-meeting press conference that the economy right now — with inflation still well above the Fed’s 2% target and the labor market showing signs of weakening — is one where disagreements are to be expected. “A very large number of participants agree that risks are to the upside for unemployment and … Continue reading "Schrodinger’s FED"

Yesterdays RBA Monetary Policy Board unanimous decision to hold rates at 3.6% and Michelle Bullocks calling the end to a truncated easing cycle meeting after delivering 75 basis points of cuts between February and August, at the press conference which followed, was significant in that rate cuts are off the table now, and it’s a … Continue reading "RBA Crushes Households As Bond Vigilantes Ride In!"

This is an edit of our latest live show where Robbie Barwick from the Citizens Party joined me to explore the critical policy issues which Australia is facing, who is pulling the strings, and what we can do about it. Robbie Barwick, is the National Chairman and National Research Director and 2025 Senate Candidate for … Continue reading "DFA Live Q&A HD Replay: Why Essential Services Are Deliberately Being Destroyed: With Robbie Barwick"

As we run up to the end of the year, Edwin and I examine the underlying tides which are influencing the property markets across the country. We examine the tussle between the quest to build higher, and reality; the impact on the rental markets of policy, and the latest stance Australians are taking on migration. … Continue reading "Its Edwin’s Monday Evening Property Rant!"

The spin from politicians is that strong jobs growth is a result of their great policies, and the RBA often says they deliberately kept interest rates lower to try to protect jobs. Given the way the economy is set up it is certainly true that those in work tend to fair better that those out … Continue reading "The Australian Economic Miracle, Isn’t…."

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 are fickle beasts, especially in the run up to the year end, and we saw again attempts to push higher, despite the rising vertigo helped by … Continue reading "Market High-Wire Act Continues: Just Don’t Look Down!"

Tarric Brooker joins me for a review of the week, and the latest data and charts, as Spin Jim tries to explain the Australian economy is so great, when many feel very different about it. In this is the Burnout Economy in action, with both winners and losers. We look at the latest housing affordability … Continue reading "Burnout Economics Is Why You Feel So Poor! With Tarric Brooker"