Digital Finance Analytics (DFA) Blog

Last week Michele Bullock the RBA Governor was asked a good question about how high migration might impact inflation. But her answer was well, weird, as she tried to trade off pressure on the housing market from higher demand driven rent rises against supplying more workers to meet business demand (and implicitly increasing economic activity). … Continue reading "The Migratio

Fickle investors are no longer pricing the possibility of another cash rate rise from the RBA after data released overnight showed US inflation cooled to 3.4 per cent in April, putting an end to a three-month streak of hotter-than-expected US CPI data; and the Australian Employment numbers from the ABS peak up to an unemployment … Continue reading "The Employment Numberwang C

This is my edit of the monthly economic chat with Nuggets News, as we explore the latest from the markets, and do a deep dive on the Australian economy after the RBA decision and The Budget! See Nuggets version at: https://www.youtube.com/watch?v=wQgQEpRnezI http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/ Find more at https://digitalfin

This is an edited version of a live discussion, in which I discuss the latest from the financial markets with Damien Klassen, Head of Investment at Nucleus Wealth and Walk The World Funds. How have earnings season turned out, and where might the markets go next. How will the tussle between Bonds and Stocks play … Continue reading "DFA Live Q&A HD Replay: Investing Now: Wi

In our latest rant Edwin and I tease apart the news surrounding the budget “announcables” relating to housing, discuss the rise of the “distressed sale” and examine how the WeChat Chatters are calling out Victoria as a place to exit. http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/ Today’s post is brought to

The Budget on Tuesday evening comes at an interesting time in the life of the current Government, as well as for ordinary Australians. With a year or so to go before the next election which must be held by May 2025 at the latest. (or sooner perhaps if Albo sees a window of opportunity) this … Continue reading "Budget Smudge-it As “The Announcables” Flow!"

This is my weekly market update, starting in the US, crossing to Europe, then Asia and ending in Australia plus commodities and crypto. An unusually strong solar storm hit the Earth overnight producing northern lights in the US and Europe and southern lights across Australia, including Queensland. Bright auroras were visible at unusually low latitudes. … Continue reading "Int

Housing affordability is shot, as we have been discussing, thanks to demand stoked by high migration, higher lending multiples as the financial system was deregulation, and higher interest rates mirroring the RBA’s battle to tame inflation. As a result first time buyers are delaying their purchase by several years, and more borrowers are leveraged up … Continue reading "The

According to a recent report, Australian capital cities are becoming more segregated along socioeconomic lines. And the trend is worst in Sydney. Inequality is rising. The Conversation published: Our cities are widening the divide between the well-off and the rest. How can we turn this damaging trend around? Written by three researchers from the University … Continue reading

Those following my regular Property Rants with Edwin will know we have been speculating that there would be budget measures announced next week to help property developers. Well, they could not wait it seems… The 600,000 plus migrants arriving in Australia this past year are continuing to put more pressure on the housing sector, and … Continue reading "More Housing “Annou