The Twilight Zone Between Inflation and Lock-downs Haunt The Markets

I am old enough to remember the 1970’s when central bankers were claiming inflation was temporary, before it took off into the teens and beyond. While I am not suggesting history will repeat, we can see the weird dynamic, with greed driving markets one way, inflation fears pulling in a different direction, and renewed lock-downs in some places adding to the uncertainty.

Global markets have surged during the pandemic, fueled by massive stimulus that has also stoked profits at banks such as Goldman. Concern is now rising that accelerating inflation will pose a challenge to a sustained recovery as central banks may be forced to raise interest rates in response.

Go to the Walk The World Universe at https://walktheworld.com.au/

Today’s post is brought to you by Ribbon Property Consultants.

If you are buying your home in Sydney’s contentious market, you do not need to stand alone. This is the time you need to have Edwin from Ribbon Property Consultants standing along side you.

Buying property, is both challenging and adversarial. The vendor has a professional on their side.

Emotions run high – price discovery and price transparency are hard to find – then there is the wasted time and financial investment you make.

Edwin understands your needs. So why not engage a licensed professional to stand alongside you. With RPC you know you have: experience, knowledge, and master negotiators, looking after your best interest.

Shoot Ribbon an email on info@ribbonproperty.com.au & use promo code: DFA-WTW/MARTIN to receive your 10% DISCOUNT OFFER.

Financial Repression Is The Real Story…

We look at the latest from the Reserve Bank, and consider the mismatch between the RBA view and market view of rates. There a a cogitative dissonance between the two.

Underlying this is the horrid truth, both Government and RBA seems to want to keep rates below inflation, thus disadvantaging savers while supporting more lending, despite the high leverage. This leaves the high risk of policy missteps, especially if the FED lists rates to tackle inflation.

Go to the Walk The World Universe at https://walktheworld.com.au/

The Alarm Bells Are Ringing: With Tarric Brooker [Podcast]

My latest Friday afternoon chat with journalist Tarric Brooker covers monetary policy, inflation, politics, and of course his famous slides! You can find him at @AvidCommentator on Twitter,

Go to the Walk The World Universe at https://walktheworld.com.au/

Digital Finance Analytics (DFA) Blog
Digital Finance Analytics (DFA) Blog
The Alarm Bells Are Ringing: With Tarric Brooker [Podcast]
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Pop Goes The Inflation Weasel [Podcast]

Like it or not the shadow of inflation continues to cast a long shadow over the markets and the economy. No surprise then that Wall Street lost ground on Wednesday as surging consumer prices fueled fears of a longer-than-expected wave of heightened inflation. As a result, all three major U.S. stock indexes were in negative territory, extending their losses and adding to Tuesday’s sell-off which snapped the S&P 500’s and Nasdaq’s eight-session runs of all-time closing highs.

The latest edition of our finance and property news digest with a distinctively Australian flavour.

Go to the Walk The World Universe at https://walktheworld.com.au/

Digital Finance Analytics (DFA) Blog
Digital Finance Analytics (DFA) Blog
Pop Goes The Inflation Weasel [Podcast]
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Inflation Fears To The Fore: DFA Daily 10th Nov 2021

In today’s show we check in on US markets as new economic data suggests to some that inflation may be peaking. Then we look at the NAB results, where margin compression is actually the main story, consider how Blockchain may impact property, and whats expected from today’s Chinese data on inflation, which is running hot.

The latest edition of our finance and property news digest with a distinctively Australian flavour.

Go to the Walk The World Universe at https://walktheworld.com.au/

Today’s post is brought to you by Ribbon Property Consultants.

If you are buying your home in Sydney’s contentious market, you do not need to stand alone. This is the time you need to have Edwin from Ribbon Property Consultants standing along side you.

Buying property, is both challenging and adversarial. The vendor has a professional on their side.

Emotions run high – price discovery and price transparency are hard to find – then there is the wasted time and financial investment you make.

Edwin understands your needs. So why not engage a licensed professional to stand alongside you. With RPC you know you have: experience, knowledge, and master negotiators, looking after your best interest.

Shoot Ribbon an email on info@ribbonproperty.com.au & use promo code: DFA-WTW/MARTIN to receive your 10% DISCOUNT OFFER.

Go to the Walk The World Universe at https://walktheworld.com.au/

Boom Times Maybe, But We’ll Feel The Squeeze: Market Update 6th Nov 2021

The latest edition of our finance and property news digest with a distinctively Australian flavour.

In today’s show we review the weeks action on the markets, as stock reach new highs in the light of dovish comments from several central banks, which took some of the tops off bonds, and cast inflation fears in a fresh light, despite the fact that the costs of many things are rising due to the supply chain issues.

The major US indices ended the week at record highs Friday as a better-than-expected monthly jobs report and positive Covid-19 treatment news triggered a sea of green across Wall Street.

CONTENTS
0:00 Start
0:18 Introduction
2:00 US and Labor Data
7:00 Europe
9:56 Asia
10:37 Australia
17:05 RBA Statement On Monetary Policy
19:35 Crypo ETF
22:06 New York Crypto Hub?
24:30 Brazil Crypto Motion
26:20 Latest Prices
28:38 Summary and Close

Go to the Walk The World Universe at https://walktheworld.com.au/

And Now The Hangover….

In today’s show we look at the change of direction we are seeing from Central Banks, what markets are thinking about ongoing support, and what risks are now flowing from the massive and sustained liquidity injections we have seen since the GFC and more recent times.

But now we are starting to see the cracks come through, as mortgage rates rise, and the risks to property values grow – even one bullish commentator is going bearish, saying when rates rise, as they will, prices will fall significantly.

The hangover is going to be a BIG one!

Go to the Walk The World Universe at https://walktheworld.com.au/

Today’s post is brought to you by Ribbon Property Consultants.

If you are buying your home in Sydney’s contentious market, you do not need to stand alone. This is the time you need to have Edwin from Ribbon Property Consultants standing along side you.

Buying property, is both challenging and adversarial. The vendor has a professional on their side.

Emotions run high – price discovery and price transparency are hard to find – then there is the wasted time and financial investment you make.

Edwin understands your needs. So why not engage a licensed professional to stand alongside you. With RPC you know you have: experience, knowledge, and master negotiators, looking after your best interest.

Shoot Ribbon an email on info@ribbonproperty.com.au & use promo code: DFA-WTW/MARTIN to receive your 10% DISCOUNT OFFER.

Let The FED Taper Begin (But Slowly)

Today we examine the overnight news and press conference from the FED on monetary policy. Sure they are tapering, but slowly, and in fact their balance sheet continues to grow. Nothing about rate cuts, but the place a big focus on employment. And of course inflation is still temporary….

Go to the Walk The World Universe at https://walktheworld.com.au/

Today’s post is brought to you by Ribbon Property Consultants.

If you are buying your home in Sydney’s contentious market, you do not need to stand alone. This is the time you need to have Edwin from Ribbon Property Consultants standing along side you.

Buying property, is both challenging and adversarial. The vendor has a professional on their side.

Emotions run high – price discovery and price transparency are hard to find – then there is the wasted time and financial investment you make.

Edwin understands your needs. So why not engage a licensed professional to stand alongside you. With RPC you know you have: experience, knowledge, and master negotiators, looking after your best interest.

Shoot Ribbon an email on info@ribbonproperty.com.au & use promo code: DFA-WTW/MARTIN to receive your 10% DISCOUNT OFFER.

The Halloween Trick or Treat: Market Update 30th October 2021 [Podcast]

Well, the interesting times continued this week, with US markets strong to the end of October, on strong results, despite some wobbles from big tech, and despite more weak economic news. And here, the lack of moves by the RBA on Friday implies that its Yield Curve Control – at least on the short end – is now over. Worth noting, they owns 64% of the April 2024 bond. In fact, the RBA might drop or amend its yield target for the as early as Tuesday’s meeting – but I suspect they will wait.

The latest edition of our finance and property news digest with a distinctively Australian flavour.

CONTENTS

00:00 Start
00:18 Introduction
01:48 Inflation Risks
02:30 US Market Review
06:25 Oil
08:40 Gold Still Hobbled
11:33 US GDP and Economic Data
12:15 ECB Sees Inflation
20:40 China Evergrande Pays More Interest
24:20 Coal Futures And China
26:11 Japan Slowing
27:45 Australian Market
31:00 RBA Loses Control
34:00 Crypto – Whales Supply Shock
36:38 Conclusion and Close

Go to the Walk The World Universe at https://walktheworld.com.au/

Digital Finance Analytics (DFA) Blog
Digital Finance Analytics (DFA) Blog
The Halloween Trick or Treat: Market Update 30th October 2021 [Podcast]
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