Digital Finance Analytics (DFA) Blog

This is an edited version of a live discussion with Chief Economist at Nucleus Wealth, Leith van Onselen, who is also the co-founder of Macrobusiness. Given the raft of property related announceables from the politicians, will it make any difference, or are we set for a slow-down, or worse? Original stream with live chat here: … Continue reading "DFA Live Q&A HD Replay: Can Property “Save” The Australian Economy? With Leith van Onselen"

Earlier this week in my live show I discussed the current Misinformation and Disinformation Bill which is subject to Senate review. https://youtu.be/yIS1vJxvo6E which around 15,000 submissions. This show is an edit of last Fridays Senate hearing, during which significant issues were exposed, including that of censorship, the fact the bill could be applied to individual … Continue reading "The End Game Is Censorship!"

The UK CPI read for September 2024 as reported by the Office of National Statistics came in at 1.7%, which was below the Bank of England’s 2% target, and lower than analysts had been expecting. The BOE had estimated at 2.1% back in August. On a monthly basis, CPI was little changed in September 2024, … Continue reading "UK Inflation Falls Below Target (For Now)…"

Last Tuesday in my live show about the latest from our surveys, we walked through our scenarios, for property prices over the next 3 years, by each state. I’ll recap that segment from the show, but before I do here is a screen grab from Sydney Auctioneer Tom Panos, who says “The Sydney Real Estate … Continue reading "The Falls In Home Prices Are Accelerating: What Next?"

In tonight’s show we emphasize the need to do real due diligence when considering property and listen in to a live call with an agent on this important topic. We also discuss the latest political debates around the property market, and Edwin’s tip of the week should spark some ideas! http://www.martinnorth.com/ Go to the Walk … Continue reading "Its Edwin’s Monday Evening Property Rant!"

This is our weekly market update, a data-packed show where we start in the US, cross to Europe and Asia and end in Australia, covering crypto and commodities along the way. The wild ride on the markets continued this week, with the S&P 500 and the Dow scoring record closing highs on Friday, thanks to … Continue reading "More Records Broken, As Markets Swing Positive, For Now…"

When you are totally data dependent, as the FED is, noise in the incoming data is always going to be an issue, because signal and noise might not be aligned. There was a classic case yesterday as we got the latest read on the Consumer Price Index for the US from the Bureau of Labor … Continue reading "The Noise In The CPI Data Machine!"

Poor Kiwi’s have been hit by some of the highest interest rates in the western world, thanks to the aggressive OCR hikes from their Central Bank, as high migration stoked inflation, but still saw a recession. Then the RBNZ turns turtle and started to cut rates, as migration started to fall, along with home prices, … Continue reading "Too Late! Kiwis Get Another Large Rate Cut, With More To Come…"

The RBA after the September monetary policy meeting suggested that the official cash rate would remain on hold for the foreseeable future, noting that the underlying inflation rate of 3.9% over the year to the June quarter “is still some way above the midpoint of the 2%–3% target range”. The RBA has started to talk … Continue reading "Is The RBA About To Pivot On Interest Rates?"

This is an edited version of a live discussion about findings from my household surveys as we look at the financial impact of recent changes in tax, government support and costs. How are households coping, and where are the pressure points? http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/ https://digitalfinanceanalytics.com/blog/dfa-one-to-one/ for our One … Continue reading "DFA Live Q&A: Maxed Out – Latest Household And Post Code Analysis"