Digital Finance Analytics (DFA) Blog
"Intelligent Insight"
I caught up with Steve from Canstar to discuss the latest mortgage rate moves, and how this is playing out across households and banks. With the expectation that rates might well go higher still, what can be done?
https://www.canstar.com.au/team-members/steve-mickenbecker/
http://www.martinnorth.com/
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Our latest Friday evening chat with Tarric Brooker. We answer follower questions on the mortgage market. And we got into some deep discussion about where prices may go!
Slides we discussed.
https://avidcom.substack.com/p/charts-and-links-from-appearance?
http://www.martinnorth.com/
Go to the Walk The World Universe at https://walktheworld.com.au/
The latest from REINZ tells the story of ongoing weakness in New Zealand Property, even if they try to spin the results to argue people should be meeting the market, which was down again!
https://www.reinz.co.nz/Web/Web/News/News-Articles/Market-updates/reinz_april_data_2023.aspx
http://www.martinnorth.com/
Go to the Walk The World Universe at https://walktheworld.com.au/
This weeks rant was recorded later than normal, but we explored some fundamental questions about the RE industry, and how agents are rewarded. No wonder we see some poor behaviors. And we look at the importance of keeping calm given the falls in listings, and what happens when people fail to take the right steps before purchase.
https://www.ribbonproperty.com.au/
http://www.martinnorth.com/
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The latest from our property insider – Edwin Almeida. We look at the latest numbers, and incentives to drag more into the market. Got to save those property prices!!
http://www.martinnorth.com/
Go to the Walk The World Universe at https://walktheworld.com.au/
Journalist Tarric Brooker and I reconnected following my relocation, for the first in our series of bi-weekly afternoon chats about economics and politics. It may be a couple of months since our last, but in many ways, things are the same…
http://www.martinnorth.com/
Go to the Walk The World Universe at https://walktheworld.com.au/
The RBA Minutes certainly took the wind out of the sails of those expecting a rate cut anytime soon. More hikes are being signalled, and in fact Morgan Stanley flagged that the markets had got ahead of themselves.
The 30 Day Implied rates are also moving higher. So those being influenced by the spruikers saying now is good buying should be cautious. Things are more complex.
http://www.martinnorth.com/
Go to the Walk The World Universe at https://walktheworld.com.au/
Our latest discussion with Edwin Alemida, our property insider. Who are you going to believe about what is happening in the property market?
http://www.martinnorth.com/
Go to the Walk The World Universe at https://walktheworld.com.au/
The current Government is driving migration to all time highs, and this will put more pressure on the already unbalanced housing market. Big Australia leads to pressure on infrastructure, and the need for more homes to be built, but of course it may well also put a floor on potential home price falls. As a result, it is likely this Government will be responsible for a further spiral down in housing affordability, and ever rising rents. Migration should be slowed.
http://www.martinnorth.com/
Go to the Walk The World Universe at https://walktheworld.com.au/
In the first of our international series, we compare the UK and Australian markets, as listing decline and rental property is in crisis mode.
In addition we discuss the building company failures and collapsing buildings.
More once we get the broadband operating in the UK!
http://www.martinnorth.com/
Go to the Walk The World Universe at https://walktheworld.com.au/