Digital Finance Analytics (DFA) Blog
"Intelligent Insight"
My regular Friday afternoon chat with Journalist Tarric Brooker. His slides this week tell a pretty sorry story! You can follow him on Twitter @AvidCommentator
Go to the Walk The World Universe at https://walktheworld.com.au/
In today’s show we look at the market action this week, as the tensions between strong if patchy corporate results, on one hand, while inflation risks and contagion risks from the China property sector are pulling the other way.
China Evergrande Group pulled back from the brink of default by paying a bond coupon before Saturday’s deadline, giving the property giant at least another week to come to grips with a debt crisis that has rattled investor confidence in the world’s second-largest economy.
But Investors are increasingly concerned higher cost pressures and global supply-chain bottlenecks will push the Fed to raise interest rates faster than expected. Yet a relatively solid start to the earnings season offset those fears with the benchmark S&P 500 topping a record on Thursday.
Then US equities fell on Friday in New York after the chairman of the Federal Reserve signalled some concern about inflation.
The latest edition of our finance and property news digest with a distinctively Australian flavour.
CONTENTS
0:00 Start
00:19 Introduction
01:15 US Markets
02:05 Powell Time To Taper…
03:05 Snap and Tech falls
04:30 GDP Falling
07:00 Inflation Expectations
08:00 Yields
08:45 Financials Up
10:00 Crude prices and supply
10:55 Europe
12:20 Evergrande Update
19:20 Asian Markets
19:50 Australian Markets
20:20 RBA Vs Markets
22:34 Market movements
25:13 Bitcoin, ATMs, Futures,
28:30 Summary and Close
Go to the Walk The World Universe at https://walktheworld.com.au/
The latest in my Friday afternoon discussions with Journalist Tarric Brooker, who shares some of his recent research and slides on the economy, Evergrande, US Households, and much else besides. Things are getting really interesting – especially the vexed question of inflation, stagflation or deflation.
Tarric is @AvidCommentator on Twitter.
Go to the Walk The World Universe at https://walktheworld.com.au/
This is an edited version of our recent live stream, in which I discuss the latest action in the financial markets with Investment Manager Tony Locantro from Alto Capital https://www.altocapital.com.au/
https://walktheworld.com.au/ .
Original stream and live chat replay is here: https://youtu.be/Tyn8I_3dkUM
I caught up with George Gammon to discuss financial repression, inflation, asset prices, trust and who is driving the agenda. George Edward Gammon is a Real Estate Investor, entrepreneur and teacher of macro economics on YouTube.
https://www.georgegammon.com/about/
https://www.youtube.com/c/GeorgeGammon
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.
In today’s market update we cover off the latest market movements, China’s continued campaign against Bitcoin and other Cryptos, the deafening silence from Evergreen, and the IMF’s musing on Australian property. Things are getting interesting indeed and much hinges on the property sector, where leverage is to the max.
CONTENTS
0:00 Start
0:18 Introduction
2:25 China Crypto crackdown
4:55 US Economy and market
11:50 Gold flat
13:50 European markets
16:00 Asian markets
19:22 Evergrande is not over
23:30 Property market frozen
26:15 Australian market
28:17 IMF On Australian property
31:56 Conclusion and close
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 mortgage delinquency and affordability data as well as settlements, plus the issue of escalating building costs, risks to the financial markets and emerging virus variants. All up there is much in play, and not all roads will lead to prosperity!
Go to the Walk The World Universe at https://walktheworld.com.au/
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In this unscripted rant I discuss some of the main questions I think about concerning the Australian economy. Do central banks know what they are doing? Is the property market set for a shake-up? Will migration be powered up again? Where are the growth engines for our strategic future? And where might investment be placed?
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.
In today’s show we look at the latest from the markets, from the US, through to Australia. And we also touch on the latest Bitcoin news, ahead of important developments next week.
Go to the Walk The World Universe at https://walktheworld.com.au/
