Tag: DFA Live Q&A

DFA Updated Scenarios And Live Stream Replay Dec 2018

We have updated our home price scenarios using the latest available data, and discussed them during our live event which was streamed on Tuesday evening.

Most probable case is a peak to trough fall of between 20 and 30%, but risks continue to accumulate on the downside. We do not think recent “unnatural acts” from RBA and APRA will have much effect, given the legal obligations which currently exist relating to responsible lending (which were clearly not respected in recent years as the Royal Commission highlighted).

This version has been trimmed and does not include the pre-show or live show chat.

The alternative version, as streamed on the night is still available, complete with the chat room comments (some of which people may find concerning).

DFA Live Stream Event Alert – Tuesday 18th December 2018

A quick reminder that our final live stream event of 2018 will run tomorrow evening. We will review the latest finance and property data and discuss the outlook for 2019.

You can join the live event via the chat room, or send me questions beforehand for inclusion in the session. Hope to see you tomorrow.

Details: 20:00 Sydney https://youtu.be/MOe8-dhhlq0

We will post the recording of the live stream after the event.

Here is the live stream location on YouTube.


Our Property And Finance Scenarios Updated

We have revised our scenarios based on the latest data from our household surveys, and other available information.

Scenarios are a way of exploring different futures, and to consider the consequences, not as a forecast, but to facilitate understanding and debate.

None of these scenarios may turn out to be right…. Things change.

We use a framework driven from our core market model and we are going to look at the five potential outcomes, updated with the latest data and results.

Here is the summary results.

Since last time, conditions appear to have deteriorated further. We discussed this in our recent live stream event.

 

 

Podcast Of Latest Live Stream Q&A Session 16 October 2018

A recording of our Live Stream Event discussion the latest finance and property news.

Please consider supporting our work via Patreon

Please share this post to help to spread the word about the state of things….

Link to Video versions of the session, including chat replay.

Banking Statistics
Banking Statistics
Podcast Of Latest Live Stream Q&A Session 16 October 2018



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Latest DFA Live Stream Q&A Recording From 16 October 2018 Now Available

We have posted the trimmed version on last night’s discussion on property and finance, where we discussed our home price scenarios, and a bunch of other issues, from bail-in, financial security, through to the banking system.

In addition here is the original version with the live chat (and a missing slide show, thanks to operator error!!).

Thanks to all those who took part, it was an interesting, and hopefully illuminating discussion. We will schedule another session next month.

 

A Quick Reminder – Live Stream Q&A Event 16th October 2018

A quick reminder of our upcoming live event tomorrow 20:00 Sydney.. Do join the live chat, or drop me a question beforehand.

Here is the link to the reminder and live stream source.

Please consider supporting our work via Patreon ;

Please share this post to help to spread the word about the state of things….

 

Discussing Home Price Dynamics – Live Event Recording

I recently ran our monthly YouTube live stream event, in which we discussed the trajectory of home prices, and why we expect more falls in the months ahead.

The event is available to watch on YouTube, complete with the chat room questions and answers in real-time.

You can learn more about the 60 Minutes segment I participated in, as well as the latest trends in lending, home prices and sales transactions.

The “killer slide” is this one:

The number of property transfers are way, way down, and not just in Sydney. This is based on ABS data released yesterday.