Digital Finance Analytics (DFA) Blog
"Intelligent Insight"
Something happened late last week, which superficially might be attributed to positive news on the US China trade talks (later downplayed by Trump) but it was wider and more significant than that.
In recent months many traders have been positioning for a significant market correction, and potentially a US or global recession. Thus, risk stocks were downplayed, while bonds and gold were all the rage.
I discuss the final results from our latest surveys.
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The September data was better than expected – lets celebrate the good news!
https://www.abs.gov.au/ausstats/abs@.nsf/mf/5368.0?OpenDocument
We look at the latest finance data from the ABS. Are the lending trends as strong as many are claiming?
The latest edition of our weekly finance and property news digest with a distinctively Australian flavour.
Contents:
00:24 Introduction
1:23 US China Trade Talks
3:04 US Markets
6:15 China
7:50 Australian Section
7:55 RBA on Monetary Policy
10:50 Household Confidence
11:10 Lending
11:40 REA
14:50 High Rise Construction
15:30 Property Market
16:20 Auctions
16:50 Bank Profit Results
17:50 Australian Markets
I outline my submission made to the Senate Inquiry, which is open until next Friday 15th November 2019.
https://www.aph.gov.au/Parliamentary_Business/Committees/Senate/Economics/CurrencyCashBill2019
We look at the latest data from the US Treasury. $23 trillion of debt and counting. What could possibly go wrong?
And does Australia have “Fiscal Space”?
The latest edition of our weekly finance and property news digest with a distinctively Australian flavour.
Contents:
0:25 Introduction
1:15 US Economy
2:20 Fed Cuts
06:40 China/trade
9:10 US Markets
12:10 China GDP
14:00 Australian Section
14:00 ANZ/Credit/Remediation
15:50 Building Approvals
17:07 Auction Results
17:30 Property Prices
20:00 Rental Yields
20:40 Hot Spots
24:40 Wealth Inequality
26:40 First Time Buyer Incentives
27:15 Australian Markets
We examine the latest ABS CPI data – but how believable is it?
The latest RBA and APRA stats reveals credit momentum is still slowing, and the full year results from ANZ shows the stresses in the system. And weaker building approvals are not helping either.
