Digital Finance Analytics (DFA) Blog
"Intelligent Insight"
This is an edited edition of a live discussion with Head of Investments at Walk The World Funds And Nucleus Wealth, Damien Klassen as we look at the current market movements and what might be ahead.
Go to the Walk The World Universe at https://walktheworld.com.au
In our latest show, Property Insider Edwin Almeida and I look at listings numbers and compare them with the past couple of years – what we see is different from what the MSM is saying. We also look in detail at the Blacktown property which sold, despite having significant issues with a missing DA, and the possible consequences. And we consider the latest property market fix from our government. What could possibly go wrong?
https://www.ribbonproperty.com.au/
http://www.martinnorth.com/
Go to the Walk The World Universe at https://walktheworld.com.au/
My latest reflections on the problems facing prospective first-time buyers, as borrowing power is shrinking faster than prices, and expenditure measures work again being able to get into the market.
Some are hoping for rates cuts soon, but that I doubt, though it is possible APRA will reduce the 3% buffer for some minor relief.
http://www.martinnorth.com/
Go to the Walk The World Universe at https://walktheworld.com.au/
Things remain in interesting territory for now as leading indicators are all over the show, and many are betting against the FED which has indicated it is not ready to even consider cutting interest rates any time soon, meantime the US Treasury may have other ideas…
U.S. Treasury yields a year from now are forecast to trade sharply lower than the level expected by bond strategists polled by Reuters just one month ago, underscoring how much financial markets have diverged this year from the central bank’s view.
While the U.S. economy grew at an annualised 2.9% in the final quarter of last year, it is clearly losing momentum. Market traders and policymakers differ on the severity of the coming downturn, as well as the likely policy response.
The latest edition of our finance and property news digest with a distinctively Australian flavour.
http://www.martinnorth.com/
Go to the Walk The World Universe at https://walktheworld.com.au/
The Bank Of Canada lifted rates by a further 25 basis points overnight, to 4.5%, and they continue QT. But they say they will hold now and pause to assess the impact of the rises.
In addition, they will start to publish minutes of their discussions, and also will hold losses on their accounts, rather than sending them back to Government.
Important signals which other Central Banks are likely to emulate and its worth noting how much lower rates in Australia are thanks to a series of lower hikes in Australia. Yet here, inflation was reported as higher than expected yesterday – perhaps we need higher rates here?
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 Robbie Barwick from the Australian Citizens Party. In this show we will dissect the current financial system and consider how banking can be brought into line to serve the people, not profit from them.
Go to the Walk The World Universe at https://walktheworld.com.au/
More from our property insider Edwin Almeida, as we celebrate the Year of the Rabbit.
Are we revisit the cooling off period question in the context of property purchase.
https://www.ribbonproperty.com.au/
http://www.martinnorth.com/
Go to the Walk The World Universe at https://walktheworld.com.au/
Journalist Tarric Brooker and I chew over a range of audience questions in our Friday session today, from property prices and monetary policy to China demographics.
Thanks to all those who sent in questions. Tell us what you think of this format.
https://avidcom.substack.com/p/charts-from-dfa-q-and-a-january-20th
http://www.martinnorth.com/
Go to the Walk The World Universe at https://walktheworld.com.au/
The once famous household savings buffers are being exhausted fast according to latest research. Given the higher mortgage rates and inflation, more households will struggle with cash flow, even as mortgage volumes fall – refinancing apart.
http://www.martinnorth.com/
Go to the Walk The World Universe at https://walktheworld.com.au/
This is a edited version of a live debate between Senator Gerard Rennick and Economist John Adams as we examine economic and monetary policy, debt, and the role of the RBA and other regulators. How can we improve the economic outcomes for Australia, and Australians? Who is to blame for high inflation and home prices?
Original stream: https://youtu.be/DPZNSTeAFkk with chat.
https://www.aph.gov.au/Senators_and_Members/Parliamentarian?MPID=283596
https://www.adamseconomics.com.au/
Go to the Walk The World Universe at https://walktheworld.com.au/
