Digital Finance Analytics (DFA) Blog

Another week shoots past, so Edwin is back for another property update. The chaos continues with talk of “pre-war”, home price rises, and more Government support for property. What could possibly go wrong? http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/ Today’s post is brought to you by Ribbon Property Consultants. If you … Continue reading "Its Edwin’s Monday Evening Property Rant!"

We walk through the latest from our surveys and modelling ahead of our live show which will be on 13th February 2024 at 8pm Sydney where we will look at specific post codes in more detail. Household financial stress continues to bite, and is spreading into many different types of communities. Ahead, we do not … Continue reading "Many Households Are In Trouble – Mate!"

This is my regular weekly market update. Investors hate surprises and we got many this week – to the point where I begin to wonder whether markets are fundamentally broken as they were driven higher by good results from some of the magnificent seven, despite the shock revelation of mounting losses from commercial property by … Continue reading "Markets Play Chicken With All Time Highs, As Risks Rise!"

An important discussion with Robbie Barwick from the Australian Citizens Party, about democracy, the role of the Reserve Bank, and use of cash, as some are now calling for a significant change in the balance of power. Who will win? Will un-elected technocrats dictate the future direction of the country, or will electable politicians step … Continue reading "The Premiers Are Revolting – And In Rebellion!"

Markets were disappointed yesterday, as the Federal Reserve held interest rates steady for a fourth straight meeting as expected but more importantly signaled the possibility of a rate cut, but later in the year and pretty much ditched the prospect of a reduction in March, which some optimistic economists were banking on. As a result, … Continue reading "Markets Drop As The FED Reaffirms Higher For Longer Rates; Again…"

The ABS released the quarterly inflation read today, together with the monthly update. Overall the Consumer Price Index (CPI) rose 0.6 per cent in the December 2023 quarter, lower than the 1.2 per cent rise in the September 2023 quarter and 4.1 per cent annually, This was the smallest quarterly rise since the March 2021 … Continue reading "Australian Inflation Wobbles Lower But…"

More from our Property Insider, Edwin Almeida as we look at the low listings, and rentals, and the reasons why markets are not behaving as some (who should know better) said they would. Edwin referred to this post: https://www.tiktok.com/@shallowchal/video/7326805682114645255 We also look at trends in Western Australia, as well as our normal East Coast analysis. … Continue reading "Its Edwin’s’ Monday Evening Property Rant!"

The Australian’s Judith Sloan recently debunked KPMG chief economist Brendan Rynne’s spurious claim that a “short-sighted”, “kneejerk” cut to immigration would damage productivity and the economy. So what are the latest figures telling us? In the Financial Year 2022-23 we saw a record high net overseas migration of 518,000, while the federal government’s latest forecast … Continue reading "Is Australia’s Migration Rate Slowing?"

On Wednesday Statistics New Zealand released consumer price index (CPI) data for the December quarter. The data showed that New Zealand inflation slowed in the final three months of 2023, despite indicators of domestic price pressures remained stubbornly strong, which came in below the Reserve Bank’s expectations. As a result, it appears that policymakers are … Continue reading "Kiwi Inflation Eases, But Slowly, So Rates Will Remain Higher For Longer!"

Another dose of charts and common sense from Tarric Brooker, as we look at the latest data and explore the implications for Australians on Australia Day. Houses and Holes, mate, Houses and Holes! See the charts here: https://avidcom.substack.com/p/dfa-chart-pack-26th-january-2024 And Tarric’s article on the Houthi Strikes, The Closure Of The Gate Of Grief And The Sea … Continue reading "Its Our Australia Day Special: With Tarric Brooker!"