Digital Finance Analytics (DFA) Blog
"Intelligent Insight"
The latest edition of our finance and property news digest with a distinctively Australian flavour.
CONTENTS
0:00 Start
0:40 US Markets
5:30 SLR and NSFR
6:40 Un-allocated Gold
10:12 International Indices
16:02 Upcoming US Employment Data
19:00 Bitcoin And Superannuation
20:47 Rentvesting
24:10 ASIC Probes
27:37 Big Super Resists YFYS
30:28 Vanguard Says Government Should Resist
33:45 Local Indices
37:00 Close
Go to the Walk The World Universe at https://walktheworld.com.au/
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/
Find more at https://digitalfinanceanalytics.com/blog/ where you can subscribe to our research alerts
Westpac is considering the separation on its New Zealand business. With 85% of banking in NZ Aussie owned, what are the wider implications?
Go to the Walk The World Universe at https://walktheworld.com.au/
Robbie Barwick from the Citizens Party and I dissect the Senate Estimates hearing in Parliament yesterday as the RBA was put on the stand. This was a significant event, and kudos to the Senators who pressed the bankers on some very important questions.
Go to the Walk The World Universe at https://walktheworld.com.au/
I was interviewed for an upcoming Documentary – Real Estate Only Goes UP – A Documentary About The Real Cost Of Real Estate
This is my edit of my thoughts.
Go to the Walk The World Universe at https://walktheworld.com.au/
The New Zealand Government has announced a raft of new measures to address the current price boom, and to tilt the playing field away from “speculators” a.k.a “investors” towards first time buyers.
We look at the measures, and also ponder on whether we need something similar in Australia.
Go to the Walk The World Universe at https://walktheworld.com.au/
Join us for a replay of our live Q&A as I discuss the latest financial market trends with Damien Klassen From Nucleus Wealth.
https://nucleuswealth.com/author/damien-klassen/
CONTENTS
0:00 Start
0:40 Introduction
1:40 Damien Joins
2:05 Is The Market Buying What The FED Is Selling?
17:00 YCC and Gold
20:00 Inflation Calculations
31:15 Bank Bond Information
33:45 Day Trading
40:30 Market Valuations
51:30 US and Australian Central Banks
53:00 Aussie Bank Bonds
1:05:40 Active Mutuals V EFTs
1:13:10 AUD Outlook
1:18:00 NZ Home Prices and Controls
1:22:00 Responsible Lending
1:29:00 Stock Market Volatility
1:33:00 Stealing From The Future?
Go to the Walk The World Universe at https://walktheworld.com.au/
Join us tonight for a live discussion on the current market dynamics with Damien Klassen, Head of Investments at Nucleus Wealth. You can ask a question live via the YouTube chat.
Go to the Walk The World Universe at https://walktheworld.com.au/
We look at the latest around the NSW floods and highlight some of the broader questions in play. Is this an act of God – or does something else explain the unfolding disaster?
Live Show tonight: https://youtu.be/gxKSU5pkChY
Go to the Walk The World Universe at https://walktheworld.com.au/
The appalling proposed changes to Responsible Lending got stalled in the Senate last week. But the Government is going to try and convince the cross-benches they should be passed for the sake of the SME sector.
However, this is absolute misdirection, as SME lending (globally as well as locally) are impacted by a range of broader factors, including the risk-weights, which explain the reason for credit rationing. It has nothing to with Responsible lending, it is just a convenient excuse to try and push the opposition over the line. Just remember the Hayne Royal Commission clearly recommended keeping the current consumer protections. And also, SME lending is in any case not subject to Responsible Lending provisions. This is a dog-whistle by a desperate Politicians keen to serve their Banking masters.
Go to the Walk The World Universe at https://walktheworld.com.au/