The Great KiwiBuild Reset [Podcast]

Property expert Joe Wilkes and I discuss failed market intervention – and whether we should leave the market to be the market … rather than foist more debt on households.

Digital Finance Analytics (DFA) Blog
Digital Finance Analytics (DFA) Blog
The Great KiwiBuild Reset [Podcast]
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Banking In Wonderland – The Property Imperative Weekly 14 Sept 20 [Podcast]

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

What I said to Treasury:

Digital Finance Analytics (DFA) Blog
Digital Finance Analytics (DFA) Blog
Banking In Wonderland - The Property Imperative Weekly 14 Sept 20 [Podcast]
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The Empire Strikes Back! [Podcast]

Commentary on the disgraceful AFR article published today, and an update on the cash ban proposals.

Digital Finance Analytics (DFA) Blog
Digital Finance Analytics (DFA) Blog
The Empire Strikes Back! [Podcast]
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Volumes Are Still Dropping In The Main Market! [Podcast]

The latest from property expert Joe Wilkes.

Digital Finance Analytics (DFA) Blog
Digital Finance Analytics (DFA) Blog
Volumes Are Still Dropping In The Main Market! [Podcast]
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More Weak Consumer News And The Pressure On The Mutuals [Podcast]

We review the latest APRA data, consumer sentiment, and other burning issues.

Digital Finance Analytics (DFA) Blog
Digital Finance Analytics (DFA) Blog
More Weak Consumer News And The Pressure On The Mutuals [Podcast]
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Business Confidence Weakens Again! [Podcast]

We review the latest NAB survey, the Westpac ASIC case and the RBA’s latest excuses.

Digital Finance Analytics (DFA) Blog
Digital Finance Analytics (DFA) Blog
Business Confidence Weakens Again! [Podcast]
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The Credit Monster Stirs…[Podcast]

We look at the latest data from the ABS on new lending flows.

Digital Finance Analytics (DFA) Blog
Digital Finance Analytics (DFA) Blog
The Credit Monster Stirs...[Podcast]
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Breakfast With ANZ [Podcast]

An important discussion about credit creation, why banks are talking interest rates down, and what economists are prepared to say and what they are not, courtesy of Joe Wilkes. Refers to the earlier post below:

Digital Finance Analytics (DFA) Blog
Digital Finance Analytics (DFA) Blog
Breakfast With ANZ [Podcast]
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The Ghost Town [Podcast]

Joe Wilkes and I discuss the latest in retail as he visits a town with troubling issues – and a bellwether of what may be ahead.

Digital Finance Analytics (DFA) Blog
Digital Finance Analytics (DFA) Blog
The Ghost Town [Podcast]
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Risk On, Risk Off … The Property Imperative Weekly 7th September 2019 [Podcast]

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

Contents:

1:14 US
2:38 Powell In Switzerland
9:15 US Markets
14:00 Europe
16:49 China

18:32 Australia
19:09 Retail
19:55 DFA FCI
20:45 Trade
21:00 RBA Monetary Policy
22:08 GDP
25:00 DFA and the media
29:00 Property prices and auctions
32:00 Outlook
34:30 Market summary

Digital Finance Analytics (DFA) Blog
Digital Finance Analytics (DFA) Blog
Risk On, Risk Off ... The Property Imperative Weekly 7th September 2019 [Podcast]
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