Digital Finance Analytics (DFA) Blog

Another chat with journalist Tarric Brooker as we go though the latest slides and data. How come politicians are using soft toys to explain the property market? Why are we seeing so much spin? What is the real data telling us? Check out Tarric’s charts here: https://x.com/AvidCommentator/status/2095404318128247133 http://www.martinnorth.com/ Details of our one to one service … Continue reading "Please Stop Toying With Us: With Tarric Brooker"

Various bank economists had predicted that the economy would slide back into a per capita recession, defined as two consecutive quarters of negative growth in real GDP per capita terms, ahead of Wednesday’s Q2 2026 national accounts release by the Australian Bureau of Statistics (ABS). But in an upward surprise, the good news was that … Continue reading "Let’s Give The Australian GDP A Spin!"

An update today on our campaign to save regional communities across the country, with Robbie Barwick, National Chairman; National Research Director; 2025 Senate Candidate for Victoria from the Australian Citizens Party. https://citizensparty.org.au/ You will not believe the latest porkies being told… unbelievable… http://www.martinnorth.com/ Details of our one to one service are here: https://digitalfinanceanalytics.com/blog/dfa-one-to-one/ Go to … Continue reading "Truth Versus Lies: The Future Of Our Communities – With Robbie Barwick"

This week we dive into the latest spin from the Federal Government on property, pull apart the Bathla story, and look across the construction sector more broadly, as well as the latest numbers. Some are panicking, but others are more able to digest the current uncertainty. If you are buying your home in Sydney’s contentious … Continue reading "It’s Edwin’s Monday Evening Property Rant!"

Over the past week we have seen more indicators that the housing market is battling with a storm of issues, from rising interest rates, yes the RBA will have to hike further, higher inflation, which is causing the RBA to move, and higher bond yields signifying higher borrowing costs for households, businesses and the government. … Continue reading "The Property Dominos Are Continuing To Fall; Hard!"

Data today reinforces our view of more cash rate hikes are in the wind in Australia, as household spending data suggests households are just fine. Today we look at the data, highlight some issues with the interpretation, and consider that case for more hikes, adding to the pressure on some households. My base case is … Continue reading "Are Households Really Splashing The Cash?"

Today we got the Consumer Price Index (CPI) date from the ABS and they reported that in July 2026, it headline measure rose 3.5 per cent over the past 12 months, down from 3.8 per cent in the 12 months to June, which was hotter than many economists had expected. Trimmed mean annual inflation which … Continue reading "More Rate Hikes Are Likely As The CPI Lands Hot…"

In this edit of our latest live show I discussed the latest housing and economic data with Chief Economist Leith van Onselen, co-founder of Macrobusiness and Nucleus Wealth. So much noise, but what are the signals saying? Will this really be the worse home price correction for 4 decades? And what of the broader economy? … Continue reading "DFA Live Q&A HD Replay: Yet Another Housing Price Gotcha: With Leith van Onselen"

In this show Edwin and I kick around the questions of listings (are they rising or falling?), rents and migration all drivers of property price moves. In addition the latest news from the AML sector is significant, as are the latest political moves. Beware averages… If you are buying your home in Sydney’s contentious market, … Continue reading "It’s Edwin’s Monday Evening Property Rant!"

More data this week showing property prices continue to fall, driven my multiple drivers, from interest rates, poor wages growth, high inflation changes to Government tax law, and reduced mortgage lending. Every part of the country is impacted. The latest clearance rates confirms the falls too, as transaction volumes remain in glacial territory. One other … Continue reading "Yet Another Housing Price Gotcha!"