Author: Martin North

Martin North is the Principal of Digital Finance Analytics

Mortgage Moves And Other News: The DFA Daily 18th Oct 2021

In today’s show we look at big changes to mortgage rates from the biggest Australian lender, CBA, mortgage delinquency expectations, and the strength of the economic rebound as Sydney and later Melbourne reopen.

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 are buying your home in Sydney’s contentious market, you do not need to stand alone. This is the time you need to have Edwin from Ribbon Property Consultants standing along side you.

Buying property, is both challenging and adversarial. The vendor has a professional on their side.

Emotions run high – price discovery and price transparency are hard to find – then there is the wasted time and financial investment you make.

Edwin understands your needs. So why not engage a licensed professional to stand alongside you. With RPC you know you have: experience, knowledge, and master negotiators, looking after your best interest.

Shoot Ribbon an email on info@ribbonproperty.com.au & use promo code: DFA-WTW/MARTIN to receive your 10% DISCOUNT OFFER.

Pandora And Home Prices

The latest edition of our finance and property news digest with a distinctively Australian flavour.

Our property market is littered with failed legislation to guard against money laundering, despite promises from Government. No surprise perhaps, but that is not the point!

Go to the Walk The World Universe at https://walktheworld.com.au/

Things Are Now Getting REALLY Interesting! – With Tarric Brooker

The latest in my Friday afternoon discussions with Journalist Tarric Brooker, who shares some of his recent research and slides on the economy, Evergrande, US Households, and much else besides. Things are getting really interesting – especially the vexed question of inflation, stagflation or deflation.

Tarric is @AvidCommentator on Twitter.

Go to the Walk The World Universe at https://walktheworld.com.au/

Last Gasp – Or A New Upswing? Market Review 16th Oct 2021

In today’s show we look at the latest from the markets, as investors balance better-than-expected corporate earnings against the inflation risks that continue to plague the global economy. Energy prices continue higher, adding more pressure, while the latest from China suggests the Central Bank there has no intention of rescuing Evergrande for now, as the property sector contagion continues.

CONTENTS

0:00 Start
00:18 Introduction
00:55 US Markets
03:08 Retail Sales Up
04:00 Treasury Yields
04:45 Energy Shortages
06:00 Gold Bull Doomed?
08:30 European Stocks
10:10 Asia Markets
10:30 China Credit Down
11:50 Distressed Bonds
12:30 Most Tragic Household
12:50 Evergrande Risks
19:35 China ETFs
20:25 Australian Market
24:20 Bitcoin and US Patriotism
29:30 Summary and Outro

Go to the Walk The World Universe at https://walktheworld.com.au/

More Meaningless Employment Numbers!

We examine the latest ABS employment data for September 2021. The story is not straight forward, as many people have simply fallen out of the system and are not on the unemployment radar. The true number is closer to 8%.

https://www.abs.gov.au/statistics/labour/employment-and-unemployment/labour-force-australia/sep-2021

The latest edition of our finance and property news digest with a distinctively Australian flavour.

Go to the Walk The World Universe at https://walktheworld.com.au/

Household Financial Stress Update To Sept 2021

We discuss the September 2021 DFA Household survey results. Many households remain in a difficult position, as cash-flows remain negative thanks to crushed incomes, rising costs and bigger mortgages (despite the lower available interest rates). We examine data at a state, segment and post code level, as well as geo-mapping which highlights the patchwork nature of the problem. Stress lurks in strange places, including some more “affluent” places!

Go to the Walk The World Universe at https://walktheworld.com.au/

Growth Weakens As The Inflation Monster Stirs…

We discuss the latest IMF World Economic Outlook and the latest economic trends in US employment and market rates, and ask whether the inflation Monster is really stirring – or is this just a blip?

The answer will determine the future trajectory of both interest rates and markets, and the answer may well not be palatable to Central Bankers, yet alone over-leveraged households and businesses.

https://www.imf.org/en/Publications/WEO

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 are buying your home in Sydney’s contentious market, you do not need to stand alone. This is the time you need to have Edwin from Ribbon Property Consultants standing along side you.

Buying property, is both challenging and adversarial. The vendor has a professional on their side.

Emotions run high – price discovery and price transparency are hard to find – then there is the wasted time and financial investment you make.

Edwin understands your needs. So why not engage a licensed professional to stand alongside you. With RPC you know you have: experience, knowledge, and master negotiators, looking after your best interest.

Shoot Ribbon an email on info@ribbonproperty.com.au & use promo code: DFA-WTW/MARTIN to receive your 10% DISCOUNT OFFER.

FINAL REMINDER: DFA Live 8pm Sydney Tonight – Tony Locantro: Investing Now

Join us for a live Q&A as I discuss the latest action in the financial markets with Investment Manager Tony Locantro from Alto Capital https://www.altocapital.com.au/

You can ask a question live via the YouTube chat.

https://walktheworld.com.au/ .

Inflation Temporary? Market Update 12th Oct 2021

In today’s show we look at the US markets, on Columbia Day, which means many were close, comments from Jamie Dimon as Bitcoin rises higher, and views from analysis on future growth and inflation, and whether stagflation fears will start to fade.

And quick reminder before we start that I will be joined on my live show by Investment Manager Tony Locantro from Alto Capital at 8pm Sydney time – a perfect opportunity to ask a question live.

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 are buying your home in Sydney’s contentious market, you do not need to stand alone. This is the time you need to have Edwin from Ribbon Property Consultants standing along side you.

Buying property, is both challenging and adversarial. The vendor has a professional on their side.

Emotions run high – price discovery and price transparency are hard to find – then there is the wasted time and financial investment you make.

Edwin understands your needs. So why not engage a licensed professional to stand alongside you. With RPC you know you have: experience, knowledge, and master negotiators, looking after your best interest.

Shoot Ribbon an email on info@ribbonproperty.com.au & use promo code: DFA-WTW/MARTIN to receive your 10% DISCOUNT OFFER.