Digital Finance Analytics (DFA) Blog
"Intelligent Insight"
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/
My latest Friday afternoon chat with Journalist Tarric Brooker, who is @AvidCommentator on Twitter.
Go to the Walk The World Universe at https://walktheworld.com.au/
I discuss the latest research from Canstar with Steve Mickenbecker, their Group Executive, Financial Services & Chief Commentator. Seems some are thinking mortgage rates are set to rise – but how likely is that?
https://www.canstar.com.au/team-members/steve-mickenbecker/
Go to the Walk The World Universe at https://walktheworld.com.au/
In our live Q&A I discuss the latest household stress and property scenarios and post code level analysis. https://walktheworld.com.au/
CONTENTS
0:00 Start
0:15 Introduction
4:00 RBA Holds
8:50 Will Rates Rise?
09:40 Corporate Tax Raises?
10:30 Local Economics
18:20 March Mortgage Stress
28:00 Stress Mapping
32:55 Scenarios
35:20 Post Code Tools Update
37:30 Q&A
1:28:00 Deposit Bonds
1:28:30 Conclusions and Close
Original version with live chat replay is available here: https://youtu.be/W6AeiTkzWZI
Go to the Walk The World Universe at https://walktheworld.com.au/
The latest in our series of chats with Edwin Almeida, our property insider.
https://www.ribbonproperty.com.au/
Go to the Walk The World Universe at https://walktheworld.com.au/
This past year or so has seen a massive creation of liquidity across the world as Central Banks ramped up their Quantitative easing programes and Governments threw money into the mix in an attempt to revive economic momentum, inflation and preserve the unstable financial system. There is of course no simple way back, and currently the main impact appears to be asset inflation across stocks and property, while the real economy languishes, even as debt climbs.
But now the IMF wants to join the FIAT party – FIAT meaning “Let it Be” or created from nothing using allocating special drawing rights (SDR) to augment instantaneously the international reserves of its members. They claim this would significantly benefit poorer countries and help build confidence at a time of global crisis, dramatically demonstrating international cooperation. But it is pure Neo-liberalism…
CONTENTS
0:00 Start
0:40 Introduction
1:16 IMF Joins the Fiat Party
2:00 Special Drawing Rights
3:12 IMF Statement $650 Billion SDR Allocation
10:20 The History of SDR’s And How They Work
21:35 PRGT Australia Contributes $500 million
22:05 SDR Accounting
24:50 Pros and Cons
27:22 My Conclusions
Go to the Walk The World Universe at https://walktheworld.com.au/
We dissect the Archegos Capital Management story, and look at Family Offices, Block Orders and the derivatives they used. And also asks whether this flags a new perspective on leverage.
0:00 Start
0:40 Introduction
1:00 Background – What Is A Family Office?
5:40 Total Return Swaps
6:45 Contracts For Difference
8:05 About Prime Brokers
10:05 ViacomCBS and Other Stocks
11:50 Margin Calls
12:50 Attempts To Mitigate Failed
13:20 Block Trades
14:53 The Fall Outs Across Major Banks
17:12 Biggest Hit Since LTCM
18:00 Questions To Ponder – Why Did The Banks Do It?
20;00 $10 Billion Losses
23:12 Is This Overdone?
29:03 My Conclusions – The Consequences Of Over Leverage
Go to the Walk The World Universe at https://walktheworld.com.au/
The latest edition of our finance and property news digest with a distinctively Australian flavour.
CONTENTS
0:00 Start
0:40 Markets Winning Streak
7:30 US Jobs
10:20 RBA Won’t Stop The Housing Boom
20:00 Home Prices In March
23:45 Risks Rising?
26:55 Fair Trading and Under-quoting
32:45 Conclusions…
Go to the Walk The World Universe at https://walktheworld.com.au/
The latest edition of our finance and property news digest with a distinctively Australian flavour.
CONTENTS
0:00 Start
0:40 Introduction
1:00 Retail Turnover
2:25 New Loan Commitments
5:54 APRA Loan Deferrals
7:45 US Infrastructure Spending
14:45 US Digital Dollar
17:15 APRA Action Against Macquarie
19:49 ASIC Sues CBA
23:48 ASIC bans sale of Binary Options
26:45 HomeBuilder creates materials shortage
30:30 Sukkar And Irresponsible Lending
37:00 Conclusions…
Go to the Walk The World Universe at https://walktheworld.com.au/
The latest from our Property Insider, Edwin Almeida.
https://www.ribbonproperty.com.au/
Go to the Walk The World Universe at https://walktheworld.com.au/
