Digital Finance Analytics (DFA) Blog
We discuss the latest finance and digital business news, with a distinctively Australian flavour
Episodes
June 2, 2024 • 34 mins
This is the first in a series of posts which deep dives into our latest survey results, with a focus on financial stress, which is rising further. This episode provides an overview, subsequent episodes will dive into the details of mortgage, rental, investor and financial stress. If you want details of a particular post code, … Continue reading "Financial Pressure Reports: May 2024 – 1. ...
Mark as Played
June 1, 2024 • 22 mins
This is our weekly market update. In this show we look across the market action, starting in the US, then Europe, Asia and Australia and also touch on commodities and crypto, not least because this helps me get my thoughts in order as to what’s really going on. Top line, this past week’s performance on … Continue reading "Toppy Markets Feeling The Pain As More Data Confuses Again…"
Mark as Played
May 31, 2024 • 9 mins
Yesterday the ABS released the latest data on dwellings approved and they fell 0.3 per cent in April, after a 2.7 per cent rise in March, according to the seasonally adjusted data after just 13,078 new homes were signed off for construction. Looing at the mix, Approvals for private houses fell 1.6 per cent. While … Continue reading "No Homes For You: The Structural Desolation Of Dwelling Appro...
Mark as Played
May 30, 2024 • 8 mins
Australia is paying way too much for its home-grown gas, as the over-exporting of gas has driven East Coast gas prices 400% higher than historical average prices leading to higher inflation and a stalled energy transition. This is a huge impost on living standards via direct bill shocks and spills over to energy-intensive manufacturing, which … Continue reading "Gaslighting By The Gas Producer...
Mark as Played
May 29, 2024 • 11 mins
The latest monthly data on inflation from the ABS which came out today reported Annual growth in the non-seasonally adjusted monthly CPI lifted from 3.5 per cent last month to 3.6 per cent, above market expectations, while seasonally adjusted CPI is even higher at 3.8 per cent, and annual trimmed mean inflation (which removes food, … Continue reading "Danger! Inflation Traffic Accident Dead Ah...
Mark as Played
May 28, 2024 • 99 mins
This is an edited version of a live discussion, with Robbie Barwick, Research Director from the Australian Citizens Party as we discuss the newly released Senate report on Regional Branch Closures. Following their recommendations for making the provision of banking services and access to cash a fundamental right, and for considering a Public Bank, where … Continue reading "DFA Live Q&A Rep...
Mark as Played
May 27, 2024 • 70 mins
Another week, another Rant from our Property Insider Edwin Almeida, as we look at the disruption in the property market, the fall out in terms of human impact and the weak responses from Government. https://www.ribbonproperty.com.au Note: there will be no Rant next week, due to potential power disruptions, but we will be back the following … Continue reading "Its Edwin’s Monday Evening P...
Mark as Played
May 26, 2024 • 6 mins
The Senate published their Report into Regional Bank Branch Closures late last Friday. https://www.aph.gov.au/Parliamentary_Business/Committees/Senate/Rural_and_Regional_Affairs_and_Transport/BankClosures/Report I will be discussing this on my live YouTube show on Tuesday with Robbie Barwick. https://youtube.com/live/NJnaqhARu90 But already, the award winning Journalist Dale Webster over at the Regional has written an excellent art...
Mark as Played
May 26, 2024 • 14 mins
Housing is in crisis in Australia, its too expensive and relative to population there is not enough of it. As I discuss with independent Journalist Tarric Brooker last week, though shockingly, we have built more homes per 100,000 people than Canada, The US and the UK. In other words, we have a greater proportion of … Continue reading "Peddling The Housing Supply Myth: Again…"
Mark as Played
May 25, 2024 • 23 mins
This is our regular weekly market update. The roller coaster ride continued again this week on the markets, as traders were dazzled by strong corporate results from NVIDA underscoring the power of the AI super cycle on one hand, and by really mixed data signals on the other thanks to a raft of better-than-expected purchasing … Continue reading "Macro Versus Company Returns; What’s Driving The ...
Mark as Played
May 24, 2024 • 76 mins
Another Friday chat with Tarric Brooker, as we look at the latest finance and property news, and the political context, as housing becomes more unaffordable, even as inflation remains untamed. What’s going on and is the Lucky Country running out of runway? Tarric’s slides are here: https://avidcom.substack.com/p/dfa-chart-pack-24th-may-2024 http://www.martinnorth.com/ Go to the Walk The World Universe … Continue r...
Mark as Played
May 23, 2024 • 10 mins
There is a three-way split across the country as inequality rises with mortgage holders and renters bearing the brunt of poor policy decisions for years, while older property-owning cohorts are doing just fine. I have been highlighting the growing gulf between households and now the Australian Productivity Commission has released their research paper “A Snapshot … Continue reading "Inequality ...
Mark as Played
May 22, 2024 • 9 mins
The Reserve Bank of New Zealand left the Official Cash Rate at 5.5% on Wednesday, saying that Restrictive monetary policy has reduced capacity pressures in the New Zealand economy and lowered consumer price inflation. Their statement on Monetary Policy had a decidedly hawkish tone, signalling rate cuts will be delayed until around August 2025, which … Continue reading "New Zealand Rates Held H...
Mark as Played
May 22, 2024 • 8 mins
Today we got the April inflation read for the UK, (and a election announcement) which was expected to be lower than the previous month thanks to a substantial cut in the costs of energy to households. But in the end, UK inflation slowed by less than economists had predicted thanks to services inflation proving sticky, … Continue reading "Another Dose Of Sticky Inflation Lands…"
Mark as Played
May 21, 2024 • 97 mins
This is an edited version of a live discussion, with our property insider Edwin Almeida as we explored how to plan and prepare a property for sale in the current climate. https://www.ribbonproperty.com.au To contact us go to : https://digitalfinanceanalytics.com/blog/ and use the help button on the bottom right of any page! Asbestos Awareness is at: … Continue reading "DFA Live Q&A Replay:...
Mark as Played
May 20, 2024 • 69 mins
In this weeks Rant Edwin and I discuss the fallout from the budget, the latest developments in non-approved extensions, and trends from the WeChat Chatters and Silent Tigers as Australian property is still used to launder money. You can also join Edwin and I for a live show on Tuesday 21st May at 8pm Sydney … Continue reading "Its Edwin’s Monday Evening Property Rant!"
Mark as Played
May 19, 2024 • 11 mins
This past week, while we were distracted with the budget, our controlled digital future came one step nearer, as the Australian Federal Governments Digital ID Bill sailed through Parliament last week with the support of the crossbench, having been previously passed in the Senate. The passing into law of this bill may at a superficial … Continue reading "Digital Tyranny Another Step Closer As D...
Mark as Played
May 18, 2024 • 25 mins
This is our weekly market update. After recent wobbles on concerns of higher rates for longer, the Bulls have been stomping through the markets this week. Data dependency is a marvellous thing because each shiny new data point has the potential to swing the market violently. Some might well be detecting signs of weakness below … Continue reading "The Bulls Are Running Again; For Now…"
Mark as Played
May 17, 2024 • 17 mins
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 Migration Question Amplifi...
Mark as Played
May 16, 2024 • 9 mins
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 Confuses The Market...
Mark as Played
Popular Podcasts
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Every week comedian and infamous roaster Nikki Glaser provides a fun, fast-paced, and brutally honest look into current pop-culture and her own personal life.
Shootings are not unusual in Belize. Shootings of cops are. When a wealthy woman – part of one of the most powerful families in Belize – is found on a pier late at night, next to a body, it becomes the country’s biggest news story in a generation. New episodes every Monday!
A straightforward look at the day's top news in 20 minutes. Powered by ABC News. Hosted by Brad Mielke.