Digital Finance Analytics (DFA) Blog

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 dive into the current market chaos and explore what is really going on. Is this a replay of the DotCom bubble, or a minor glitch, and where will the markets … Continue reading "DFA Live Q&A HD Replay: Investing Now: With Damien Klassen"

This weeks rant got a bit controversial as Edwin and I dissected a couple of recent bathroom renovations, considered the root causes of social unrest, and discussed whether housing should be a human right. We also looked at the latest numbers and recent media reports, ahead of the RBA decision tomorrow. http://www.martinnorth.com/ Go to the … Continue reading "Its Edwin’s Monday Evening Property Rant!"

Today we look at the real impact of the recent Government support initiatives for households, as we update our models to the end of July, and adjust the tax bands, income changes, extra cost of living support and other initiates from both state and federal governments. Actually, while there were some improvements, not all households … Continue reading "Calibrating The Real Impact Of Households’ “Financial Relief”…"

We are now deep into uncertain territory, as the thesis “this time is different” is being tested by reality, and for now, reality is winning. Investors are running from one side of the boat (hopefully not the titanic), to the other, as a fear of recession iceberg looms for investors still leveraged to the gunnels … Continue reading "Is This Time Really Different, As Equities Fall Hard?"

As expected, the Bank of England finally cut the base rate by 0.25%, to 5%, the first cut in four and a half years though it was a finely balanced decision which reflected increased confidence that the worst inflation shock in decades, was easing. The Bank of England governor, Andrew Bailey, said inflationary pressures had … Continue reading "Finally A Rate Cut, Though Weirdly Into A Growing Economy!"

The Federal Open Market Committee decided to leave the cash rate unchanged yesterday, and it’s weird that the biggest financial news from Wednesday is that they did nothing at all, and did not committing to doing anything in future, despite the call from some to cut rates in a pre-emptive intervention to head off a … Continue reading "The FED Does Nothing (Again…!)"

The ABS released their latest on CPI, with the quarterly results to June, and the monthly. The data of course feeds into the RBA rate decision next Tuesday. The Consumer Price Index (CPI) rose 1.0 per cent in the June 2024 quarter and 3.8 per cent annually. So real prices are still rising. Underlying inflation … Continue reading "Is The Door Closed On A Further Rate Rise In Australia?"

This is an edited version of a live discussion with Robbie Barwick from the Australian Citizens Party, as we explore the current status of the war on cash, regional banking, post offices, and the need to revolutionize the financial system for ordinary people. https://citizensparty.org.au http://www.martinnorth.com/

As the wackiness continues, property insider Edwin Almeida and I pick over the bones of the market, as expectation of rate hikes harden, people are starting to talk about weakness in some places, while the media continue to spruik as though their lives depended on it. We also look at fascinating insights from Chinese students … Continue reading "Its Edwin’s Monday Evening Property Rant!"

If you chose to look below the hood, you can see some changing dynamics across the property market which may indicate the recent rises in some areas are easing, to the point where the boss of the country’s biggest real estate group has cautioned that vendors may need to rein in their price expectations this … Continue reading "Watch For Lemons: Are Cracks Appearing In The “Unstoppable” Property Market?"