All About The Fed, And What Might Break First!

In this week’s market update we look at the contention between the markets and Central Banks. The former is banking on cuts later this year, the latter focusing on inflation control, and the need for higher interest rates. Both cannot be true.

And results this past round suggest weakness ahead.

CONTENTS

0:00 Start
0:15 Introduction
00:30 US Monetary Policy
03:00 US Markets
07:35 US Bond Yields
08:15 US Terminal Rates
10:30 Gold (Who Is Buying?)
12:00 Sound Money??
16:25 Oil
18:20 European Markets
19:25 Euro Terminal Rates
21:00 Asian Markets
23:10 Australian Markets
25:54 Crypto
26:55 Summary And Close

http://www.martinnorth.com/

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So Long, And Thanks For All The Fish! – With Tarric Brooker…

Tarric Brooker joins me for my last Friday afternoon chat for a month or so, as I relocate to the UK. For the reasons see here: https://youtu.be/7Nj6N_amn3Y

We discussed a range of viewers questions, for which thanks.

I have genuinely enjoyed my regular chats with Tarric, and rest assured we plan to continue them once I have relocated.

Meantime, you can see the charts on his Substack: https://avidcom.substack.com/p/charts-and-links-from-dfa-q-and-a

http://www.martinnorth.com/

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The Mortgage Stress Traffic Accident Is Coming Into View!

More analysts are now talking about mortgage stress. How ever you define the concept (we prefer cash flow metrics) things are getting worse. So ahead of our next batch of updates on Tuesday, we look at what some other analysts are saying.

Perhaps, better late than never they are now understanding things I have been highlighting for some long time!

http://www.martinnorth.com/

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More Ups And Downs For The CPI!

The rather shaky monthly indicators are in from the ABS, and headline inflation is down a tad, though only in some categories, so we should not get too excited. The quarterly GDP number to December was also in, and lower than expected – as ther savings ratios fell, and household discretionary spending wilted, though travel, and student arrivals helped to support GDP.

Again, not too much here to suggest other than more weakness ahead as rates rise.

http://www.martinnorth.com/

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DFA Live Q&A HD Replay: Investing Now With Damien Klassen

This is an edited version of a live discussion with Head of Investments at Nucleus Wealth and Walk The World Funds, Damien Klassen. Where are the markets heading, and what are the chances there will be a policy mistake as rates are taken higher?

You can ask a question live.

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Its Edwin’s Monday Evening Property Rant!

Another stroll through the latest property news with our insider Edwin Almeida. From listings to sales, and from the psychology of buyers and sellers, we cover it all….

https://www.ribbonproperty.com.au/

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So Long, And Thanks For All The Fish!

An important update relating to my plans for the channel in the months ahead. In about a month we are going to the UK to start up the household surveys. We will maintain our connections with Australia, and will continue to cover issues here, as well as there.

Importantly, we will be dialing back the shows for the next month or so, as we prepare to pack up the studio.

We want to say thanks to all our followers and supporters, and rest assured we won’t be off air for long, so keep following us to get alerts when we recommence our shows. And we still intend to continue with our Tuesday live shows after we have relocated.

http://www.martinnorth.com/

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Banking Code Red For Branch Closures!

Another powerful piece from Dale Webster, highlighting the ineffectiveness of Baking Code, the arrogance of Westpac ignoring customers, and discriminating against disabled customers, and the Australian Bankers Association who simply talks their book, and defends what has been called “illegal” behavior.

https://www.theregional.com.au/

Make your submission to the Senate here: https://www.aph.gov.au/Parliamentary_Business/Committees/Senate/Rural_and_Regional_Affairs_and_Transport/BankClosures

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Amplified Concerns Signals Further Market Falls Ahead!

In the latest market update, we look at stronger economic data from the US driving inflation and FED rates higher. We also cover Europe, Asia and Australia. Risks seem elevated with regards to future market action! A wake-up call to Bulls?

CONTENTS

0:00 Introduction
1:30 Earnings and PEG
6:24 PCE Read
9:45 New Home Sales
11:39 US Markets
14:15 Oil Prices And the USD
17:10 European Markets
19:35 Asian Markets
21:20 Australian Market
23:54 Crypto
24:11 Summary and Conclusion

http://www.martinnorth.com/

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More Bank Tricks To Make You Poorer!

Great article from The Conversation which discusses how deposit interest rates are not rising as they should, giving the banks the opportunity to bolster their profits.

As I discussed recently with Steve Mickenbecker from Canstar, people need to be careful, as the market is very misleading, or worse.

http://www.martinnorth.com/

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