Digital Finance Analytics (DFA) Blog

This is our weekly market update, where we start in the US, cross to Europe and Asia, and end in Australia, covering commodities and crypto along the way. While last week AI drove most markets higher, concerns about accelerating inflation surged this week, triggering a spike in global bond yields amid the likelihood of higher-for-longer … Continue reading "Market Roller-coaster Drops On Higher...

Journalist Tarric Brooker and I catch up for another end of week chat, and dive into the budget, the RBA rate hike, the fallout from recent polls, and the broadening impact of the blockage in the Straits of Hormuz. Tarric brought along his latest charts, you can follow along here: https://x.com/AvidCommentator/status/2055170656778813537 Across the board it … Continue reading "Yet Another Brick In...

The ABS this week released their latest data on Lending Indicators which is a quarterly estimate of new borrower-accepted finance commitments for housing, personal and business loans and also the Wage Price Index for March which measures changes in the price of labour, unaffected by compositional shifts in the labour force, hours worked or employee … Continue reading "New Property Loans And Wages...

This is my edit of our monthly economic update, with a focus this time on the outcomes from the budget, and its impact on housing. http://www.martinnorth.com/ Details of our one to one service are here: https://digitalfinanceanalytics.com/blog/dfa-one-to-one/ Go to the Walk The World Universe at https://walktheworld.com.au/

This is an edit of a live show where we examined the latest from our surveys and did a deep dive into specific post codes: Contents 27:32 Parkwood 421430:29 Goulburn 258033:43 Coomera 420936:40 Biggera Waters 421539:14 Bayeau Bay 226141:28 Ringwood North 313443:26 Coffs Harbour 245045:09 Nhill 341847:15 Hunters Hill 232351:14 Bella Vista 215353:08 470254:39 346556:06 … Continue reading "DFA Live...

In our latest show Edwin and I kick the tyres on the upcoming budget, which will be full of announcables, but will it make any difference? We also look at the latest gloom from the property writers and ask what are they missing? And Edwin has some more sage advice about property, and life. Check … Continue reading "Its Edwin’s Monday Evening Property Rant!"

Australian Property appears to be at a significant turning point, with the realisation that prices can go down, as well as up now becoming a reality. So today we examine some of the latest market dynamics in the light of the upcoming budget on Tuesday, where Treasurer Jim Chalmers said Tuesday’s budget would have a … Continue reading "Red Alert: Property In Turmoil As Government Seeks To Support...

This is our weekly market update where we start in the US, cross to Europe and Asia and end in Australia, covering commodities and crypto along the way. Markets seem to be in self-reinforcing feedback loop, with the MSCI Global Index up another 2.38% over the past week, while the All Asia Ex Japan rose … Continue reading "The Madness Of Markets Disconnects From Reality!"

After the latest RBA rate rises, and the Gulf War impact, we explore the latest from our household surveys to see the impact of the financial pressures they are facing. We see a rise in mortgage related stress in particular. We also update our scenarios based on the latest from the RBA and explore the … Continue reading "Households, Facing Into The Gale, Grit Their Teeth And Hope!"

Australia is one of the world’s biggest LNG exporters, but according to the Australian Competition and Consumer Commission (ACCC), east coast gas supplies could fall well short of demand from 2028, “despite there being sufficient reserves and resources for at least the next decade”. And Australians are exposed to the full international price of gas, … Continue reading "Australia Finally Reserves...