Author: Martin North

Martin North is the Principal of Digital Finance Analytics

Australia And China’s Iron Embrace

We look at the latest data on iron ore trade between Australia and China – which makes up more than half of our total exports to that country. So are they likely to curtail exports, or are we locked in?

0:40 Introduction
0:54 Latest trade data
4:50 Ore Price Trends
5:30 Will China Break Free?
6:15 Brazil?
9:00 MIIT Diversification Strategy
12:00 China Local Grade
13:15 Other Markets Including Africa
16:00 Scrap Recycling
19:00 Australia Rules (For Now)
19:40 Australian Options
20:00 Outro

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

Yet More Proof The RBA’s Answer Is Always Higher Home Prices!

There were three FOI’s released by the RBA late last Friday – we look them over to get a read on their approach to home prices. Truth is, they want them higher, despite the inequality and risks resulting.

CONTENT

0:00 Start
0:30 Introduction
1:36 Impact Of Policy On Savers
10:45 Reporting
13:20 Inequality
21:36 Conclusions And Wrap-Up
24:22 Outro

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

Mirage Versus Reality – The DFA Daily 15th January 2021

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

We look at the latest new lending stats in Australia and also the events in the USA as Jerome Powell jaw-bones the markets and a new rescue plan is mooted.

CONTENTS

0:00 Start
0:34 Introduction
1:06 New Lending For November
5:21 HIA On The Numbers
9:00 USA Economy
9:45 Biden’s Rescue Package
15:35 Jobless Claims Surged
21:40 Jerome Powell’s Jaw-boning
26:33 Conclusion
29:34 Ending

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

Apologies for the higher-than-normal background sounds – studio door was open

Australia’s Crypto Love Affair…

We discuss the latest Independent Reserve household survey on crypto, which highlights the momentum in Australia with the CEO, Adrian Przelozny.

CONTENTS

0:00 Start
1:42 Awareness
2:31 Adoption
4:20 State Variations
5:30 Age Distribution and Profit
7:30 Amount Invested
10:00 Trust And Confidence
11:15 Future Price Expectations
13:15 COVID Impact
14:20 Gender Divide
16:16 Superannuation and Crypto
18:45 Bitcoin V Ethereum
22:00 CDBC and Crypto
25:38 Close

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

Replay: Household Financial Confidence and Investment Yield Mapping

This is an edited edition of our latest live stream Q&A, in which we walk through the latest data from our surveys – with a focus on mapping analysis of household financial confidence AND property investment yield mapping. The results will surprise you! We also go though post code specific stress and price movement data. And get interrupted by no less than THREE dogs!!!

The original live stream version, with chat replay is also available: https://youtu.be/damR3ngVCuw

FINAL REMINDER: DFA Live 8pm Tonight – Household Confidence and Yield Mapping

Join us tonight for a live Q&A as we walk though the latest data from our models, and explore financial confidence and property investor yield using our mapping tools.

We will also have our post code stress tool online to answer specific location queries…