Digital Finance Analytics (DFA) Blog
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The latest edition of our finance and property news digest with a distinctively Australian flavour.
In today’s show we look at the market wrap, and also consider the undercurrents ahead. Is the Delta variant starting to cast a larger shadow, and what might this mean for markets and central banks?
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 post we look at the latest from the FED, and why it drove markets lower, Robinhood’s results, the latest on UK inflation, and why the Bank of England is still forecasting rises of twice its target, weak mortgage lending from ANZ and the fall out from the BHP betting on potash over big oil.
Go to the Walk The World Universe at https://walktheworld.com.au/
We discuss the RBA support for our large banks via the Term Funding Facility and the impact on their profit.
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 US inflation numbers, local household and business confidence numbers which appear in free-fall, and why we need macroprudential tightening in Australian mortgage lending right now.
Go to the Walk The World Universe at https://walktheworld.com.au/
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Caveat Emptor! Note: this is NOT financial or property advice!!
The latest edition of our finance and property news digest with a distinctively Australian flavour.
In today’s show we look across the global markets, and read the runes of what’s going on. Despite the rising Delta case load, markets are looking through this potential risk, reacting tor recent company results, and jobs growth which occurred pre-Delta. The glass is, as they say half-full!
CONTENTS
0:00 Start
0:15 Introduction
0:45 US Markets
1:20 US Jobs Strong
2:00 Will the FED Taper?
7:10 US Treasury Yields and Banks
7:50 Oil Prices
9:15 FED Balance Sheet
10:14 Tech Stocks Fall
10:49 Euro Zone and UK Markets
11:10 London Stock Exchange Booms
12:20 Bank of England Monetary Policy
14:38 Results In Europe
16:12 UK Takeovers
18:27 Asia – China
19:19 Japan
20:05 Australian Markets
22:28 Monetary Policy SMP
26:10 New Zealand Employment
27:00 Bitcoins Short Squeeze
28:34 RBA on House Prices (Not Their Problem)
30:50 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.
In today’s show we look across the global markets, and read the runes of what’s going on. Despite the rising Delta case load, markets are looking through this potential risk, reacting tor recent company results, and jobs growth which occurred pre-Delta. The glass is, as they say half-full!
CONTENTS
0:00 Start
0:15 Introduction
0:45 US Markets
1:20 US Jobs Strong
2:00 Will the FED Taper?
7:10 US Treasury Yields and Banks
7:50 Oil Prices
9:15 FED Balance Sheet
10:14 Tech Stocks Fall
10:49 Euro Zone and UK Markets
11:10 London Stock Exchange Booms
12:20 Bank of England Monetary Policy
14:38 Results In Europe
16:12 UK Takeovers
18:27 Asia – China
19:19 Japan
20:05 Australian Markets
22:28 Monetary Policy SMP
26:10 New Zealand Employment
27:00 Bitcoins Short Squeeze
28:34 RBA on House Prices (Not Their Problem)
30:50 Conclusion
Go to the Walk The World Universe at https://walktheworld.com.au/
Had a great chat with Lynette Zang of ITM Trading on Friday. Here is the show as posted on her channel.
We discussed inflation, quantitative easing, monetary policy and so much more.
We look at the latest from the FOMC and press conference.
The Committee decided to keep the target range for the federal funds rate at 0 to 1/4 percent and expects it will be appropriate to maintain this target range until labor market conditions have reached levels consistent with the Committee’s assessments of maximum employment and inflation has risen to 2 percent and is on track to moderately exceed 2 percent for some time.
Last December, the Committee indicated that it would continue to increase its holdings of Treasury securities by at least $80 billion per month and of agency mortgage‑backed securities by at least $40 billion per month until substantial further progress has been made toward its maximum employment and price stability goals.
https://www.federalreserve.gov/newsevents/pressreleases/monetary20210728a.htm
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 financial markets around the world and try to read between the lines, as positive news from the US results season drowns out other more concerning issues. The Megaphone pattern continues to expand as expected.
0:00 Start
0:17 Introduction
0:41 US Markets Hit A New High
2:10 Jobless Claims Up
2:40 PMI Index
4:30 Inflation Stirring
6:10 The Roller Coaster
10:40 Oil
11:10 ECB Monetary Policy
12:44 Asia Pacific
13:28 Australian Market
16:21 Gold and Stagflation
22:36 Bitcoin – Major bounce?
25:09 Market Profits for the founders
25:40 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.
In today’s show we look at the latest from financial markets around the world and try to read between the lines, as positive news from the US results season drowns out other more concerning issues. The Megaphone pattern continues to expand as expected.
0:00 Start
0:17 Introduction
0:41 US Markets Hit A New High
2:10 Jobless Claims Up
2:40 PMI Index
4:30 Inflation Stirring
6:10 The Roller Coaster
10:40 Oil
11:10 ECB Monetary Policy
12:44 Asia Pacific
13:28 Australian Market
16:21 Gold and Stagflation
22:36 Bitcoin – Major bounce?
25:09 Market Profits for the founders
25:40 Close
Go to the Walk The World Universe at https://walktheworld.com.au/
