At The Limits – The DFA Daily 1st November 2021

In today’s show we look at massive over-quoting in Victoria, Macquarie’s massive mortgage growth, more CBA mis-selling, housing supply equilibrium in New Zealand and why the RBA is at the end of it’s capital leash. Wherever you look we are at the limits.

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

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A Sterling Opportunity To Clean Out Corruption

I discuss the latest on the ASIC inquiry relating to Sterling First with Robbie Barwick from the Citizens party.

Senate Economics References Committee inquiry Sterling Income Trust website:
https://www.aph.gov.au/Parliamentary_Business/Committees/Senate/Economics/SterlingIncomeTrust

Citizens Party membership page:
https://shop.citizensparty.org.au/collections/memberships/products/party-membership

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

And So The Dominos Fall: With Tarric Brooker

My latest Friday afternoon chat with Journalist Tarric Brooker, who is @AvidCommentator on Twitter.

In this show we discuss the RBA’s failed Yield Curve Control, Net Zero, and a batch of cool charts from Tarric on the economic outlook as the dominos fall….

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

FOMO V Inflation V Evergrande: Market Update 23 Oct 2021

In today’s show we look at the market action this week, as the tensions between strong if patchy corporate results, on one hand, while inflation risks and contagion risks from the China property sector are pulling the other way.

China Evergrande Group pulled back from the brink of default by paying a bond coupon before Saturday’s deadline, giving the property giant at least another week to come to grips with a debt crisis that has rattled investor confidence in the world’s second-largest economy.

But Investors are increasingly concerned higher cost pressures and global supply-chain bottlenecks will push the Fed to raise interest rates faster than expected. Yet a relatively solid start to the earnings season offset those fears with the benchmark S&P 500 topping a record on Thursday.

Then US equities fell on Friday in New York after the chairman of the Federal Reserve signalled some concern about inflation.

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

CONTENTS

0:00 Start
00:19 Introduction
01:15 US Markets
02:05 Powell Time To Taper…
03:05 Snap and Tech falls
04:30 GDP Falling
07:00 Inflation Expectations
08:00 Yields
08:45 Financials Up
10:00 Crude prices and supply
10:55 Europe
12:20 Evergrande Update
19:20 Asian Markets
19:50 Australian Markets
20:20 RBA Vs Markets
22:34 Market movements
25:13 Bitcoin, ATMs, Futures,
28:30 Summary and Close

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

The Inter-generational Property Meat Grinder: With Leith van Onselen

Leith van Onselen writes for MacroBusiness as the Unconventional Economist. Leith has previously worked as an economist at the Australian Treasury, Victorian Treasury and Goldman Sachs. He has a strong background in economic policy and financial sector regulation. Leith holds a Bachelor of Commerce (Honours) degree from Melbourne University and a Graduate Diploma of Applied Finance and Investment from the Securities Institute of Australia (now FINSIA).. Leith can also be found on twitter: twitter.com/leithvo.

https://www.macrobusiness.com.au/

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

A Real Digital Road Map?

Those following this channel will know I am a believer in the future disruption of the financial system thanks to the emerging digital landscape, which is powered by the blockchain, and of which Bitcoin is merely the first faltering steps on the journey to a decentralised financial system, which may ultimately remove the need for banks, and perhaps even central banks. Yet I also highlight the risks in the system right now, it is the wild west, to quote the head of the SEC.

On that journey, Australia’s cryptocurrency industry needs a robust policy and regulatory framework if the country wants to compete with other global financial hubs that are targeting one of the fastest growing areas of finance. Such a framework is needed to protect consumers, promote investment, facilitate enhanced market competition and provide a structure where innovation can thrive, the Senate Select Committee on Australia as a Technology and Financial Centre said in a draft 150-page report Australia as a Technology and Financial Centre (ATFC) which has just been released.

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/

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/

What You Can Do NOW To Change The System…

Robbie Barwick from the Citizens Party and I discuss the potential inquiry into ASIC after the Sterling First debacle and the broader issues of financial oppression which hits so many.

See the ABC 7:30 report. https://iview.abc.net.au/video/NC2101H160S00 or https://www.abc.net.au/7.30/government-accused-of-ignoring-elderly-victims-of/13575794

There is just one thing you can do to help get momentum into such an inquiry, which may well lead to a broader focus on future financial sector policy. Call your senators. Numbers on this link: https://citizensparty.org.au/aus-senate https://citizensparty.org.au/aus-senate

Ask for an inquiry into Sterling First and ASIC. See

https://citizensparty.org.au/media-releases/add-your-voice-calls-sterling-asic-inquiry

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