Digital Finance Analytics (DFA) Blog

In this week’s show Edwin, our property insider, and I highlight recent changes in property listings, which might well signal a change in trajectory is afoot. Of course the property press are talking up the markets like never before, stoked by the hope of significant interest rate cuts. And given the fact many of our … Continue reading "Its Edwin’s Monday Evening Property Rant!"

As the dust settles on the election, with Labor back on 34.69% first preferences, a number reflective of the lat UK election too, where the party with the landslide has a narrow base of primary supporters; one figure which remains is that promise of building 1.2 million homes over five years, even if the start … Continue reading "The Missing Homes That Won’t Get Built!"

I am joined by Journalist Tarric Brooker for a post-election debrief, and a flurry of excellent charts to examine how Australia is travelling. As we will see there are some important signals, and questions arising, especially in the content of the US Tariffs. Check out Tarrics Substack here: https://www.burnouteconomics.com/p/dfa-chart-pack-9th-may-2025 His Facebook link is here: https://www.facebook.com/people/Burnout-Economics/61553967393228/ … Continue reading "Australia’s Managed Decline: With Tarric Brooker"

On Wednesday we got the latest FOMC rate decision from Jerome Powell and the FED, following their first meeting since President Donald Trump’s sweeping tariff announcements last month. He made it clear in the subsequent press conference that the US economy, based on the bulk of available data is still tracking well, and whilst the … Continue reading "Just Don’t Mention Stagflation, As Uncertainty Rises!"

We have had a slew of data recently, which tells the true sorry story about Australian Households. While the election campaign was centred on costs of living, the nature of the problem was not explored, nor were the solutions thrown out on the stump addressing the real pain which is out there. For context, the … Continue reading "Can’t Spend; Won’t Spend Says Households As Recession Looms…"

This is an edited version of a live discussion as I explore the latest market moves with Damien Klassen, Head of Investments at Nucleus Wealth and Walk The World Funds. Are the bulls back, or is a recession incoming? 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 … Continue reading "DFA Live Q&A HD Replay: Are The Bulls Back? Investing Now: With Damien Klassen"

This is our post-election Rant, where Edwin and I discuss the fall-out on property from the results. Prices will be driven higher in some areas, thanks to supply pressure and increasing demand, but not uniformly, as there are other important factors in play… http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/ Find more … Continue reading "Its Edwin’s Monday Evening Property Rant!"

So now we know, Labor is headed into a landslide result from the election, after Liberal votes fell away and the opposition leader Peter Dutton lost his seat. If the number holds through to the end of the count, it will be the highest two-party preferred vote since World War II, exceeding the 55.7 per … Continue reading "A Bigger, More Taxed, Less Housed Australia Incoming?"

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 along the way. It has been another momentous week on the markets, having fallen hard in reaction to Trump’s Liberation Day tariffs, but which have now clawed back most of … Continue reading "Bluster or Beef? – The “There And Back Again” Market Crash!"

The current narrative that pressures on households are easing, as recycled through the election campaign, are questioned when you look at the real data. So today I walk through our latest analysis of our 52,000 household surveys. The findings reveal that, whilst at the margin there has been some slight improvement for some, the truth … Continue reading "Households Under The Pump As Housing Costs Soar!"