Is The Worm Turning? – The DFA Daily 12 April 2021 [Podcast]

The latest edition of our finance and property news digest with a distinctively Australian flavour. On a number of issues the worm (see if you can spot her) is turning…. CONTENTS 0:00 Start1:00 First Home Buyers Fall3:58 Housing Affordability And Super8:53 House Price Correction?12:25 Overt Risk Taking16:40 Bank Offering Commissions To Real Estate Agents19:10 Vaccine … Continue reading “Is The Worm Turning? – The DFA Daily 12 April 2021 [Podcast]”

DFA Live Stream Q&A HD Replay – With Nucleus Wealth

This is the edited edition of our latest live stream with Damien Klassen. Join us for a live Q&A as I discuss the current market environment with Damien Klassen from Nucleus Wealth. We will also discuss their property calculator, which I think is one of the best out there. https://nucleuswealth.com/property-calculator The macroeconomics of Australian residential … Continue reading “DFA Live Stream Q&A HD Replay – With Nucleus Wealth”

Mortgage Stress Pushes Higher In January 2020

The latest results from our household surveys to end the end of January reveals that mortgage stress continues to push higher with 32.8% of households now impacted, representing more than 1.1 million borrowing households. In addition expectations of defaults are up to more than 83,400 over the next 12 months. These results are of no … Continue reading “Mortgage Stress Pushes Higher In January 2020”

CoreLogic National Index Rose 4.0% Over December Quarter

CoreLogic released their updated data to end December 2019 today. They confirm a 1.1% rise in national dwelling values over the month, and a 4.0% increase over the quarter to finish out 2019 on a positive note. This result represents the fastest rate of national dwelling value growth over any three month period since November … Continue reading “CoreLogic National Index Rose 4.0% Over December Quarter”

Pulling The Plug – The Tyranny Of Power Supply Disconnection

Following our recent update on household mortgage stress, it’s important to broaden our scope into other areas of household financial stress.  Just as mortgage defaults rise, power disconnections rise too. In this report Mitch Grande examines the evidence. Mitchell is a recent Graduate of Politics, Philosophy, Economics (Honours) at the University of Wollongong and is … Continue reading “Pulling The Plug – The Tyranny Of Power Supply Disconnection”

Engineering A Boom – Or Not – The Property Imperative Weekly 23rd November 2019 [Podcast]

The latest edition of our weekly finance and property news digest with a distinctively Australian flavour. Contents: 00:22 Introduction 01:20 US Trade War 02:30 US Data and Markets 03:40 US Debt Growing Too Fast Says Fed 05:30 Repo and QE 07:40 Europe 08:20 Germany Financial Stability 10:50 China Another Bank Bailed Out 11:50 OECD Growth … Continue reading “Engineering A Boom – Or Not – The Property Imperative Weekly 23rd November 2019 [Podcast]”

Engineering A Boom – Or Not – The Property Imperative Weekly 23rd November 2019

The latest edition of our weekly finance and property news digest with a distinctively Australian flavour. Contents: 00:22 Introduction 01:20 US Trade War 02:30 US Data and Markets 03:40 US Debt Growing Too Fast Says Fed 05:30 Repo and QE 07:40 Europe 08:20 Germany Financial Stability 10:50 China Another Bank Bailed Out 11:50 OECD Growth … Continue reading “Engineering A Boom – Or Not – The Property Imperative Weekly 23rd November 2019”

IMF Says New Zealand Faces Downside Risks, But Migration May Help To Mitigate Them

The IMF just published their concluding Statement of the 2019 Article IV Consultation Mission to New Zealand. They conclude: New Zealand’s economic expansion lost momentum recently. The near-term growth outlook is expected to improve on the back of a timely increase in macroeconomic policy support. Downside risks to the growth outlook have increased but New … Continue reading “IMF Says New Zealand Faces Downside Risks, But Migration May Help To Mitigate Them”

Someone has to lose in order for first homebuyers to win!

The Grattan Institute published an interesting article in The Conversation. They argue that Labor’s policies are more likely to impact housing affordability than The Coalition. But right at the end of the article, they still preach lack of supply is the problem. This is not the case. First, we have more than 1 million vacant … Continue reading “Someone has to lose in order for first homebuyers to win!”

Retiree home ownership is about to plummet

From The Conversation. Australia’s retirement incomes system has been built on the assumption that most retirees would own their home outright. But new Grattan Institute modelling shows the share of over 65s who own their home will fall from 76% today to 57% by 2056 – and it’s likely that less than half of low-income … Continue reading “Retiree home ownership is about to plummet”