This is our weekly market update, where we start in the US, cross to Europe and Asia and end in Australia. This past week was an object lesson in the power of the Bond market. And not for the first time. A favourite quote on markets comes from the former CEO of Citicorp, Walter Wriston, … Continue reading "In A Hyper Financialised World, Bond Markets Rule…"

Amazed though I am, it appears the LNP has one policy which is so critical it should win the election. I am talking about Gas reverse tariffs. Recall that while East Coast Australia has doubled its gas production over the past decade, the domestic market has been supplied with 25% less gas. This has driven … Continue reading "Gas: One Policy To Rule Them All!…"

I caught up with Robbie Barwick Senate Candidate for VIC and Research Director for The Australian Citizens Party, to discuss Trump, Tariffs, China and importantly what Australia needs to thrive and survive in this uncertain international environment. https://citizensparty.org.au 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 … Continue reading "Australia’s Lifeboat To Avoid RMS Trump: With Robbie Barwick"

Yesterday I went through the market falls, as China retaliated to the Trump tariffs, even as President Donald Trump ploughed ahead with plans to impose steep new tariffs on imports despite warnings that the policy could trigger economic chaos. Yet only 13 hours after the duties had gone into effect, in a social media post, … Continue reading "RMS Trump Sails On, Having Avoided An Iceberg, For Now…"

President Donald Trump’s so-called reciprocal tariffs are now in place, creating self-inflicted choppy waters, as RMS Trump sails on through a flog of confusion, dealing a thunderous blow to the world economy as he pushes forward efforts to drastically reorder global trade. Trump argues that the taxes will boost US prosperity and revive domestic manufacturing, … Continue reading "Will Trump’s Titanic Tariff Plan Hit An Iceberg, And Who Goes Down With The Ship?"

This is an edited version of a live discussion as I explore the latest from our modelling deep dive the latest households mortgage and rental stress analysis. See my earlier show where I discussed the disconnect between reality and the current political election discourse. With just under half of households caught in a cash flow … Continue reading "DFA Live Q&A HD Replay: Post Code Analysis: Where Households Are Hurting"

This week we consider the impact of the Trump Tariffs on Property in Australia, look at the latest numbers and where property demand is coming from, and also consider some of the risks embedded in your homes. 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 … Continue reading "Its Edwin’s Monday Evening Property Rant!"

In this show we explore the latest on rental and mortgage stress, from data drawn from various sources, including our own surveys to highlight the mismatch between the massive problem many people are facing into, versus the glib political narrative on show through the election so far. This also sets us up for our Tuesday … Continue reading "Many Households Are Feeling The Pressure (And The Election Is Missing The Point..)"

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. The 2nd of April “T” day will go down in infamy, as global markets have since lost around $6 trillion of value as the global world trade … Continue reading "Trumps Tariff Tidal Wave Swamps Markets With Stagflation Incoming…"

Markets have continued to react negatively with the ASX 200 down another 2.38% on Friday, taking year to date falls to 6.02%. The local volatility index was also elevated. It was a similar story across Asia, apart from in China and Hong Kong which were closed for a holiday, with the Japanese Nikkei down 2.8% … Continue reading "Plenty Of Fudge Around Tariffs, Markets And The Election Campaign!"