This is our weekly market update, where we start in the US, cross to Europe, and Asia, and end in Australia covering crypto and commodities on the way. My earlier call of enhanced market volatility proved correct, as a gauge of global stocks took its biggest weekly drop in two months driven by market euphoria … Continue reading "Forget Seeking Certainty: Suddenly, The Fed’s Urge to Cut Rates Evaporates!"

Following my live show on Tuesday I had a number of requests for mapping of the Rental Stress story across the country. So in this show we look at the distribution of rental stress both in count and percentage terms, based on DFA modelling and surveys. Live show was here: https://youtu.be/c8rTWEEw2KU http://www.martinnorth.com/ Go to the … Continue reading "The Rental Stress Pips Are Squeaking!"

Can the Australian economy be weak, and strong at the same time? Or which is it? This is an important question because the answer will determine the future policy direction of interest rates, and the well-being of ordinary Australians. So I am going to do a deep dive on this in the light of the … Continue reading "The Australian Economy; Its Messy And Complicated!"

One of the themes which comes through in our household surveys is that many people are under financial pressure, but are holding out for interest rate cuts in the short term. But America’s election outcome continues to reverberate across the globe. Bond markets continue to push higher with the US 2 and 10 year moving … Continue reading "Prepare For A Higher Rate Plateau!"

I caught up with Troy Harris a Crypto Advocate and Author of “CRYPTO NEW RICH” in the week Bitcoin rose above US$80,000 after the recent Trump victory. We explored what is going on here, and what factors could drive the price of Bitcoin even higher. http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/

In our first post Trump result Rant, Edwin and I consider the implications for property as rates higher for longer seem to be the order of the day. But some markets will perhaps still be buoyant because demand is so strong. Meantime we also look at how the property portals are being flexible with the … Continue reading "Its Edwin’s Monday Evening Property Rant!"

We are at a significant point in the spring auction market as the prospect of early interest rate relief for home buyers becomes more uncertain in the months ahead, even though weekly clearance rates are so far holding steady, as overall property listings rise. But within that less expensive property is shifting faster, driven by … Continue reading "Property Markets Caught In Higher Rate Trap As Parents Help More To Buy!"

In this week’s market update I am going to focus on the path of interest rates, as over this past week midst the US election we got a swathe of Central Bank rate decisions. The RBA held the cash rate on Tuesday, but the Fed, the Bank of England, Sweden’s Riksbank and the Hong Kong … Continue reading "A Dark Shadow Hangs Over Rate Cut Decisions Now!"

Journalist Tarric Brooker and I look at the US election results, and consider the implications for us all. Things have just changed profoundly. See the slides here: https://www.burnouteconomics.com/p/dfa-chart-pack-us-election-special http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/ Find more at https://digitalfinanceanalytics.com/blog/ where you can subscribe to our research alerts

This is an edited version of a live discussion in which I discuss the US election results, and then I am joined by award winning mortgage broker Chris Bates as we answer some important questions about mortgage applications and underwriting. How do we get the best results, and are all mortgage brokers the same? Chris … Continue reading "DFA Live Q&A: The Art Of Mortgage Underwriting: With Chris Bates"