Digital Finance Analytics (DFA) Blog
"Intelligent Insight"
In the final part of our Australian Property Rant series with property insider Edwin Almeida we look at the latest numbers and emerging trends.
After a short break though we will be back with the International Property Rant weekly, so stay subscribed to catch the first in the new series.
http://www.martinnorth.com/
https://www.ribbonproperty.com.au/
Go to the Walk The World Universe at https://walktheworld.com.au/
For the final time in Australia, I caught up with Robbie Barwick from the Citizens Party. We looked at the progress towards the establishment of a Public Bank in the light of recent failures, and the inquiry into Regional Banking.
Importantly, there are just two more weeks to get your submission to the Inquiry. Have your say! and support the transformational policy.
Make a submission to regional bank closures inquiry
Submissions to the inquiry are due by 31 March. All communities, organisations, businesses, and individuals impacted by the banks’ war on cash are strongly urged to make a submission, including to support a government post office bank.
A submission can be a formal representation from an organisation, or as simple as a letter or email, which explains to the Committee your experience and views.
Elderly and vulnerable regional bank customers, who are disproportionately affected, are especially encouraged to hand-write or type physical letters and mail them to the Committee through the post.
Mail your submission to the Committee at this address:
Committee Secretary
Senate Standing Committees on Rural and Regional Affairs and Transport
PO Box 6100
Parliament House
Canberra ACT 2600
Email your submission to the Committee at rrat.sen@aph.gov.au
Upload your submission, and get more information, at the inquiry website
For more information, phone the Committee on 02 6277 3511.
http://www.martinnorth.com/
Go to the Walk The World Universe at https://walktheworld.com.au/
The latest inflation data for the US underscored the ongoing inflation problem the FED has, and while the markets are hoping for a pause, or cut, on the latest numbers this is unlikely. The battle to control inflation is far from won.
http://www.martinnorth.com/
Go to the Walk The World Universe at https://walktheworld.com.au/
So once again the banks get a helping hand from the FED, and depositors in the US are guaranteed to an unlimited extent. But what of moral hazard?
And the markets now do not expect further rate rises, despite the inflation pressures in play. Yet perhaps there is a bifurcation between liquidity and rates, so perhaps the markets are not reading things right.
And once again the FED and Treasury proved Free Market Capitalism is dead!
http://www.martinnorth.com/
Go to the Walk The World Universe at https://walktheworld.com.au/
A chat with Edwin, as I continue to demolish the studio…. meantime, who is demolishing the financial system?????
http://www.martinnorth.com/
Go to the Walk The World Universe at https://walktheworld.com.au/
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/
Go to the Walk The World Universe at https://walktheworld.com.au/
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/
Go to the Walk The World Universe at https://walktheworld.com.au/
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/
Go to the Walk The World Universe at https://walktheworld.com.au/
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?
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/
http://www.martinnorth.com/
Go to the Walk The World Universe at https://walktheworld.com.au/
