Digital Finance Analytics (DFA) Blog

In my latest Friday chat with journalist Tarric Brooker, we look back at the recent stoush between the Reserve Bank and the Government as inflation remains sticky, and the Treasurer says Government spending is helping to bring inflation down. Plus, thanks to Tarric’s excellent slides we parse the latest data and delve into the mechanics … Continue reading "The Australian Monetary Policy Civil War: With Tarric Brooker"

In this show we look at the latest property data from New Zealand, from the REINZ and CoreLogic. The Real Estate Institute of New Zealand (REINZ) released its July 2024 data at the end of August. The national median price decreased by 2.2% year-on-year, from $770,000 to $753,000, and decreased by the same amount month-on-month. … Continue reading "Kiwis See Average 16% Home Price Falls From Peak, But Hopium Ahead!"

I have been talking about the absolutely stupid Government policy of gas supply, as a few big multinational companies continue to pump and export gas owned by Australia abroad, using energy from said gas sufficient to support Australian need, in order to liquidity it for export. The stupidity stems from the lack of an east … Continue reading "Worst Ever Great Idea: Australia IMPORTS LNG!"

Well now we know. Australia’s annual GDP growth rate fell to its lowest level since December 1991, outside of the pandemic as consumers hunkered down in the face of elevated borrowing costs and stubbornly sticky inflation. Annual GDP growth has slowed markedly from a decade average of 2.4%, partly due to the RBA’s rate tightening … Continue reading "Smashed!"

This is an edited version of a live discussion with Head of Investments At Walk The World Funds And Nucleus Wealth, Damien Klassen as we review the past volatile month and talk about what is ahead for the markets. Original show here with chat: https://youtube.com/live/SSvtwrLRNEw http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/ … Continue reading "DFA Live Q&A HD Replay: Investing Now: With Damien Klassen"

In this weeks show we highlight the link between Government policy and home prices (rather than the economic theory of supply and demand), touch on the risks of renovations, as costs spiral and look at the latest listing and price trends as we move in the spring selling season. Edwin Almedia, our property insider says, … Continue reading "Its Edwin’s Monday Evening Property Rant!"

Markets have reduced their expectation of a cash rate cut this year following key data at home and in the US suggests both economies were still on solid footing despite elevated inflation and decade-high borrowing costs. Now Australian money markets are no longer fully pricing in an interest rate cut this year, implying an 85 … Continue reading "Why Rate Cuts Won’t Come Soon To Australia…"

This is our weekly market update, where we start in the US, cross to Europe and Asia and end in Australia. And let me say this is a calm and methodical summary, not a shouty content light thing which might be all the rage on some social media, but which for me does not cut … Continue reading "Markets Gain Ground Despite Choppy Trading!"

I caught up with Queensland Senator Gerard Rennick, who this past week announced a switch to become an independent, with a view to Putting People First”. In this show we discuss the state of politics, policies which could make a real difference to people, and the need to right-size the political machine. A must watch! … Continue reading "Putting People First: With Senator Gerard Rennick"

The RBA has said that the battle to control inflation is not yet over, and the latest data from the ABS, the monthly CPI report for July came out today and confirms that inflation does remain a problem. The monthly Consumer Price Index (CPI) indicator rose 3.5 per cent in the 12 months to July … Continue reading "The Latest Inflation News Says We Still Have A Problem!"