Digital Finance Analytics (DFA) Blog

The political games are in full swing now, ahead of the RBA’s rate call on Tuesday and if they do cut, many are calling the starting gun for the election which must be run by May 17, will go off very soon. So, no surprise at all then to see that housing was in the … Continue reading "The Housing Hunger Games Moves Centre Stage!"

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 week markets were bullish, with the MSCI global index up 1.7% across the week, and up 0.3% just on Friday. Even the European STOXX 600 which … Continue reading "Markets Still Peaking Into Infinite Uncertainty: As Rules Are Broken!"

Those in the rental sector of the property market, a growing proportion of the population, are in the crosshairs of the affordability crisis. Indeed, as discussed in my live show on Tuesday, around 76% of those renting have a cash-flow deficit, or are in rental stress. The latest data from the ABS reported that Rental … Continue reading "Propaganda Says Rental Crisis Is Easing; But Don’t Believe it…."

As foreshadowed, housing has become a major battleground for the main parties, as record prices, an acute shortage of rental properties and high interest rates combine to significantly reduce affordability. We know that on an international basis, household debt to income ratios in Australia are significantly higher, than even New Zealand and Canada, who both … Continue reading "The Credit Monster Which Is Strangling Australia!"

This is my monthly summary of recent global and local economic events, based on an edited conversation I record with Nuggets News. This time we look at the Trump effect, higher for longer interest rates, and the impact of tariffs. Plus the local impact of poor housing policy and the upcoming election. Some important questions … Continue reading "Economic Update: February 2025"

This is an edit of a live discussion as I walked through my latest analysis at a post code level, looking at financial pressure, and future price scenarios. We focused specifically on property investment by looking at gross and net rental yields, including heat maps of major urban centers. Some are deeply under water!! http://www.martinnorth.com/ … Continue reading "DFA Live Q&A HD Replay: Feeling The Pain: A Deep Dive Into Post Code Property Data"

Despite the restrictions on what we can say (sic) Edwin and I are back for another Rant, looking at the latest industry tricks, and numbers. We also kick around the questions around auctions, including vendor paid advertising, and how to counteract the emotion drummed up at the event. And, given the hopes of rate cuts, … Continue reading "Its Edwin’s Monday Evening Property Rant!"

The 14th February is the closing date for submissions to the Treasury relating to the ongoing access to cash in Australia. I made a show on this called “Are We In The Midst Of A Cash Long Con?” and argued there that the Government many well be playing a long con with the community ahead … Continue reading "In The Grips Of A Cash Famine, By Design…"

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 on the way. It’s the digest I use to help me understand what’ happening, and I hope it may help you too, despite the fact that this show actually takes … Continue reading "Higher For Longer Is The Watchword, As Confusion Reigns…."

Journalist Tarric Brooker is back with charts, to parse the latest economic data, as we look at who is really calling the shots. Truth is, below the headline data there are some important issue to pick apart. And what we are being presented as the truth may be spin. Tarric’s charts are available at: https://www.burnouteconomics.com/p/dfa-chart-pack-7th-february-2025 … Continue reading "Who’s Really Calling The Shots? With Tarric Brooker"