Digital Finance Analytics (DFA) Blog

This is my edit of our monthly economic update on Nuggets News, as we explore the current trends across markets and economies. Things are getting interesting as higher for longer plays out. http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/

This is an edited version of our live discussion about the current state of play of mortgage, rental and financial household stress across Australia, based on our latest surveys and modelling. We had our post code engine online. Find out more beforehand by watching this show: Many Households Are In Trouble – Mate! https://youtu.be/np4H9RkPqEo Original … Continue reading "DFA Live Q&A Replay: Latest Household Financial Stress And Modelling"

Another dose of reality from our property insider Edwin Almeida. What political games are being played at the moment, and how is this influencing markets, which according to some are taking off again. Or does it depend on where you look and who is buying. How big is the housing crises now? Will any of … Continue reading "Its Edwin’s Monday Evening Property Rant!"

Here we answer viewers specific post code requests, following our recent show discussing Household Mortgage, Rental and Financial stress last week “Many Households Are In Trouble – Mate!” https://youtu.be/np4H9RkPqEo We covered the following (in order): Hornsby 2077Mackay 4740 and 4700Morphett Vale 5162Busselton 6280Robertson 2577Sunnybank Hills 4109Kew 3101Kempsey 2440Moorland 2443Toowoomba 4350Mount Hutton 2290Liverpool 2170Morayfield 4506Holland Park … Continue reading "Post Code Level Household Financial Stress: You Asked, We Answered!"

This is our weekly market update, starting with the US, Europe, Asia and Australia, as well as Oil and Crypto. The S&P 500 soared to fresh highs on Friday, but fewer stocks have been participating in the rally, stirring worries that recent gains could reverse if the market’s leaders stumble. We are talking market breadth, … Continue reading "Are Stocks At A Precarious Pinnacle?"

Reserve Bank governor Michele Bullock was back in front of the bright lights, appearing at a House Economics Committee Hearing on Friday. I have selected the edited highlights in this show, from the 3 hours of questions, and have included some of her statements. While she didn’t add a whole lot more to what she … Continue reading "Which Households Are Hurting The Most – According To The RBA?"

Interesting to see the momentum now turning to discussion of whether the Government intends to tackle negative gearing having U-turned on the tax cuts. As The Conversation put it, there are two things the prime minister needs to get into his head about tax. One is that saying he won’t make any further changes no … Continue reading "Is Negative Gearing The Next Target?"

We discuss the latest from the RBA, via the new press conference and the Statement On Monetary Policy. In short, the RBA Governor Michele Bullock says she is yet to be convinced inflation is on a sustainable path back to target and further interest rate rises could not be ruled out as the bank seeks … Continue reading "The RBA Says Inflation Ain’t Beat Yet!"

You have been hit by large rises in grocery, energy, transport, child and aged care prices, only adding to other cost of living pressures, according to a bombshell report. But the report argues the ongoing cost of living crisis is largely due to corporations unduly increasing prices. As the Conversation reported, while extreme weather and … Continue reading "Australian Households Pay More Because The System Is Rigged: Report"

This is an edited version of a live discussion with Damien Klassen, Head of Investments at Walk The World Funds and Nucleus Wealth. Markets are rising, thanks mainly to AI related stocks, while expectations of rate cuts are being pushed out. More broadly, are returns able to justify current valuations, and which sectors are the … Continue reading "DFA Live Q&A HD Replay: Investing Now With Damien Klassen"