The latest in my series of Friday afternoon discussions with journalist Tarric Brooker – who is @AvidCommentator on Twitter.
CONTENTS 0:00 Start 0:34 Introduction 1:20 RBA Statement 7:50 Removal of Stimulus 10:30 Regulation of Buy Now Pay Later 13:15 Retail Economy 15:59 Farming – No Pickers, Tourism, Job Mix 19:50 Silence from Labor 25:00 Election soon? 27:15 Biden And policy change 31:30 ScoMo and The Back Bench 35:00 Conclusion and Outtro
Go to the Walk The World Universe at https://walktheworld.com.au/
Digital Finance Analytics (DFA) Blog
There’s A Lot Of Data About But What Is It Really Telling Us? [Podcast]
We look at the latest data on iron ore trade between Australia and China – which makes up more than half of our total exports to that country. So are they likely to curtail exports, or are we locked in?
0:00 Start 0:40 Introduction 0:54 Latest trade data 4:50 Ore Price Trends 5:30 Will China Break Free? 6:15 Brazil? 9:00 MIIT Diversification Strategy 12:00 China Local Grade 13:15 Other Markets Including Africa 16:00 Scrap Recycling 19:00 Australia Rules (For Now) 19:40 Australian Options 20:00 Outro
Go to the Walk The World Universe at https://walktheworld.com.au/
The latest edition of our finance and property news digest with a distinctively Australian flavour.
We look at the latest new lending stats in Australia and also the events in the USA as Jerome Powell jaw-bones the markets and a new rescue plan is mooted.
CONTENTS
0:00 Start 0:34 Introduction 1:06 New Lending For November 5:21 HIA On The Numbers 9:00 USA Economy 9:45 Biden’s Rescue Package 15:35 Jobless Claims Surged 21:40 Jerome Powell’s Jaw-boning 26:33 Conclusion 29:34 Ending
Journalist Tarric Brooker and I have our Friday afternoon chat.
Contents 0:00 Start 0:32 Introduction 1:10 The China Factor 7:00 Iron Ore 10:00 Border Opening 12:35 Stimulus 15:30 Labor Positioning
22:30 Home Prices and the Election and K 29:14 Demand Drivers 32:10 First Time Buyers 35:00 Retiring With A Mortgage 39:30 Just Keep Paying The Mortgage 42:00 Economic Realities And Responsible Lending 42:45 Value Narrowed To Financial 46:00 Fear Factor 49:36 The Old New Normal 53:30 Ending
Go to the Walk The World Universe at https://walktheworld.com.au/
Today we look at the “Great Reset”. Is it a real thing?
0:00 Start 0:33 Introduction 2:54 World Economic Forum Event 6:25 IMF Negative Rates Required 8:15 Who Are The WEF? 11:25 The Fourth Industrial Revolution 15:08 No Privacy, No Possessions 21:09 AI and Robots 22:34 Davos Manifesto 24:55 Conclusion 26:50 Outtro
My latest Friday discussion with Journalist Tarric Brooker. Can we believe the official data, and does it make sense? Does it make you blind? Tarric is @AvidCommentator on Twitter.
0:00 Start 0:55 Economic Indicators 7:39 Extend And Pretend 10:35 Confidence 16:54 Narrative Versus Reality 23:06 China and Trade 25:56 Parliamentary Behaviour 35:34 Labor Getting Wedged 39:05 Housing Market 42:4 Get Granular 46:43 USA 48:16 Ending
