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. This was quite a week, again, as markets tested new highs earlier in the week, before being skittled by Trump’s latest tariff announcement is reported as retaliatory … Continue reading "Spooked!"

I caught up with journalist Tarric Brooker to explore the latest stupidity across property, economics and politics. When you look at the data, you might wonder if things can get better, or not. From high home prices, to delayed household formation, it seems things are working against us – are we tracking the Japan story … Continue reading "Have We Reached Peak Idiocy Yet? With Tarric Brooker"

Dr Michael Rehm, a senior lecturer in property at the University of Auckland was quoted in the Guardian recently as saying “Buyers and sellers are starting to get the impression that house prices in New Zealand do not always go up. We’re finally breaking down that long-held belief.” Which begs the question, will the latest … Continue reading "Kiwis Get a 0.5% Rate Cut; As Economy Stalls And Home Prices Fall!"

Gold reached and briefly surpassed $4,000 per ounce in early October 2025 which traded below $2,000 just two years ago, with returns that now outstrip those for equities this century. Gold has jumped more than 50% this year. This new record is both a market milestone and a signal of deeper macro‑political stress and importantly … Continue reading "Gold Tops The 4K Mountain; So Where Next?"

Markets are shrugging off bad news, and heading for the stars, so will we see a melt-up into the end of the year, or are concerns over the debasement trade, the US close down and the AI mutual investments going to spoil the party? Join Damien Klassen, Head of Investments at Walk The World Funds … Continue reading "DFA Live Q&A HD Replay: Investing Now: Are The Bulls In Charge? With Damien Klassen"

A big outing this week, following the 1st October First Buyer changes, and the myopic reporting in the MSM. What are the real stories we should be exploring? Edwin and I dive deep into the mire… If you are buying your home in Sydney’s contentious market, you do not need to stand alone. This is … Continue reading "Its Edwin’s Monday Evening Property Rant!"

Despite the media hype around the price inflating first home owner incentives, there is a broader story to tell about household finances and the impact unaffordable housing and high rents are having on society. So in this show, we examine the latest media floss, as well as the latest from our household surveys and modelling … Continue reading "How Real Households Are Coping With The Property Pickle; Despite The Hype…"

This is our weekly market update, where we start in the US, cross to Europe and Asia and end in Australia, and cover commodities and crypto along the way. Today we ask whether the rising popularity of bitcoin and gold reflects deeper economic anxieties. And with US Government now shut down while market has historically … Continue reading "Enter The Debasement Trade; As Markets Claw Higher; Despite Reality Dawning…"

There was, in my view some significant misdirection contained in the Reserve Bank’s recently released Financial Stability Review, released on Thursday, which they say provides a comprehensive assessment of the health and resilience of Australia’s financial system.All up they say that Australia’s financial system remains well positioned to navigate a period of elevated global uncertainty, … Continue reading "Everything Is Fine Folks; Just Look Over Here! But…."

Judging by all the spruiking, property markets are about to boom, and crowds of first time buyers are crowding in. But actually, the real story is rather different not least because of the real incomes required to service a 95% loan. So today we examine this, and also the regional property question. Although the high-level … Continue reading "Time For Some Home Truths: Maybe?"