More Silly Season Stupidity: Market Review 26th June 2021

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

CONTENTS

0:00 Start
0:18 Introduction
1:43 FED Stress Test
3:30 US Markets
4:50 Infrastructure Bill
6:45 Core PCE
7:40 Jobs Claims
8:15 Bonds
9:35 Europe and UK
12:20 Asia
13:00 Inflation – Containers, Oil, Lumber
15:05 Australian Market
17:08 Gold
19:15 Dogecoin
22:45 Shiba Inu
26:00 Conclusion

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.

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

Oh Fed! – Rate Hikes Are Coming…. [Podcast]

The latest from the FED confirms rate hikes are coming sooner than expected. There will be consequences to our highly leveraged property market.

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

Digital Finance Analytics (DFA) Blog
Digital Finance Analytics (DFA) Blog
Oh Fed! - Rate Hikes Are Coming.... [Podcast]
Loading
/

Magic: Free Money Made The International Debt Problem Disappear! [Podcast]

We look at the “free money” the RBA has given our banks via the Term Funding Facility and discuss the implications for future interest rates.

https://www.rba.gov.au/speeches/2021/sp-ag-2021-06-09.html

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

Digital Finance Analytics (DFA) Blog
Digital Finance Analytics (DFA) Blog
Magic: Free Money Made The International Debt Problem Disappear! [Podcast]
Loading
/

Magic: Free Money Made The International Debt Problem Disappear!

We look at the “free money” the RBA has given our banks via the Term Funding Facility and discuss the implications for future interest rates.

https://www.rba.gov.au/speeches/2021/sp-ag-2021-06-09.html

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

An Inflation Masterclass: Part 2 – All About Super Cycles

In part 2 of this series, Damian Klassen from Walk The World Fund and Nucleus Wealth explains why supply chain disruptions are not necessarily inflationary – and a a result there is a risk of policy errors from Central Banks as a result.

You can read his full blog post here. https://nucleuswealth.com/articles/beware-the-inflation-snap-back-the-inventory-supercycle-part-3-of-4/

Sign up to get alerted to the next release and more: https://walktheworld.nucleuswealth.com/register

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

Beware “Base Effects” – The DFA Daily 20th May 2021 [Podcast]

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

CONTENTS

0.00 Start
0:17 Introduction
0:30 US Markets Down Debate About QE
4:40 Taper Talks
9:20 Inflation Exceptions
10:55 UK CPI (Oops)
12:47 Beware Base Effects
16:54 Australia – Wage Price Index In Australia
19:15 Employment Data For April
23:35 Crypto Sell-Down
24:30 Responsible Lending Must Remain – CHOICE
27:37 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
Beware “Base Effects” - The DFA Daily 20th May 2021 [Podcast]
Loading
/

Welcome To The Twilight Zone…. [Podcast]

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

0:00 Start
0:15 Introduction
0:30 US Markets
1:25 US Retail Sales
4:44 Yield Curve Control
5:38 Crypto Recovery?
6:50 We Are Stuck In A Gilded Cage
14:50 AAA Credit Rating Warning
18:40 Net Debt Rises to 40.9%
20:30 GFG Alliance Steel Collapse?
27:00 Australian Market Update
30:00 Conclusion In The Twilight Zone

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

Digital Finance Analytics (DFA) Blog
Digital Finance Analytics (DFA) Blog
Welcome To The Twilight Zone.... [Podcast]
Loading
/

The Inflation Story Shock Horror [Podcast]

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
The Inflation Story Shock Horror [Podcast]
Loading
/