Digital Finance Analytics (DFA) Blog

Bölümler

• 
  What Precisely Is Volatility?: With Damien Klassen 20.09.2026 22dk

  Volatility is banded about without much thought about what it really means, and what it really measures. Volatility indices are linked to options pricing, and prices of assets do not necessarily correlate with total returns. So in this show Damien Klassen, Head of Investments at Nucleus Wealth and Walk The World Funds and I go … Continue reading "What Precisely Is Volatility?: With Damien Klassen"
• 
  Australian Property’s Three Body Problem 20.09.2026 12dk

  I am sick and tired of so-called experts jumping to simplistic so-called solutions to solve the Australian Property Problem. The truth is, often they have a specific agenda, for example a Bank CEO who talks the market up, trying to increase loan growth, or politicians who try to justify their policies by claiming it’s about … Continue reading "Australian Property’s Three Body Problem"
• 
  The Latest On Mortgage Stress, Rental Stress And Financial Stress 20.09.2026 16dk

  We walk through the results from our latest surveys, tracking household financial pressure across mortgage, rental, investor and overall stress. Where are the hot spots? This is a segment from our recent live show. https://youtu.be/Fjp44eRLuF0 http://www.martinnorth.com/ Details of our one to one service are here: https://digitalfinanceanalytics.com/blog/dfa-one-to-one/ Go to the Walk The World Universe at https://walktheworld.com.au/ … Continue reading "The Latest On Mortgage Stress, Rental Stress And Financial Stress"
• 
  A Deep Dive Into Our Property Scenarios… 20.09.2026 9dk

  In this segment we walk though the latest home price scenarios for houses and units across the states, and across key household segments, based on where things may go over the next three years. These are not predictions but sensitivities. This is an extract from our recent live show. WA data will follow….
• 
  Property’s Spring Season Is A Damp Squib… 20.09.2026 6dk

  The Australian Property markets are teetering on the edge thanks to the expectation of more rate rises in the weeks ahead, including potentially one at the end of September, and another on Melbourne Cup Day in November, while auction listings are up a little, but clearance rates fell this week compared to last, according to … Continue reading "Property’s Spring Season Is A Damp Squib…"
• 
  Aussies Capitulate To Lower Home Prices As Reality Hits! 13.09.2026 11dk

  Despite the prospect of more RBA rate hikes as soon as September, the Australian property markets are moving into the spring selling season as new stock comes on market, and vendors drop their price expectations. The market, currently in a downturn following three interest rate rises, while changes to negative gearing, CGT and SMSF purchasing … Continue reading "Aussies Capitulate To Lower Home Prices As Reality Hits!"
• 
  Looking Into The Jaws Of A Recession Or Worse? 12.09.2026 26dk

  This is our weekly market update where we start in the US, cross to Europe and Asia, and end in Australia, covering commodities and crypto along the way. Remembering that September and October typically are the worse months for equity markets, it was no surprise to see significant market volatility across the week, given the … Continue reading "Looking Into The Jaws Of A Recession Or Worse?"
• 
  The Inflation Rocket Just Got Ignited: Even More Rate Hikes Incoming! 11.09.2026 16dk

  Sad to say, but the likelihood of significantly higher inflation, and higher interest rates globally, and locally are being cemented as we speak. And are we seeing the growing pains to a new financial system? On top of the continued attacks on vessels around the Strait of Hormuz, which has constructed oil supplies and lifted … Continue reading "The Inflation Rocket Just Got Ignited: Even More Rate Hikes Incoming!"
• 
  What Happens Next With Australian Property? 10.09.2026 19dk

  Today we step through our latest scenarios and stress analysis, and consider the future trajectory of home prices, and rents in the light of the latest news and data. Whilst some are suggesting a rebound in (some) prices later next year, the likelihood of more RBA rate hikes in the spring suggests a different path. … Continue reading "What Happens Next With Australian Property?"
• 
  Another Crunch Incoming As More Rate Rises Are On The Cards… 09.09.2026 12dk

  We had fresh inflation warning from both Reserve Bank of Australia assistant governor Sarah Hunter and RBA deputy governor Andrew Hauser in the past couple of days, ahead of the Monetary Policy Meeting at the end of the month. And frankly it sent signals to the markets that they are likely to raise in interest … Continue reading "Another Crunch Incoming As More Rate Rises Are On The Cards…"
• 
  DFA Live Q&A HD Replay: What Falling Prices Means For Mortgages: With Chris Bates 08.09.2026 1sa 24dk

  In edit of my live show CEO of Alcove Mortgage Brokers Chris Bates and I discuss the current property market trends, with a focus on recent changes to the mortgage market. With lower applications at the moments, are rate discounts a thing, or are the upcoming likely RBA rate hikes forcing rates higher? How should … Continue reading "DFA Live Q&A HD Replay: What Falling Prices Means For Mortgages: With Chris Bates"
• 
  It’s Edwin’s Monday Evening Property Rant! 07.09.2026 1sa 19dk

  Tonight we look at the new One Nation policy on superannuation, and discuss the other policy areas which will be contested at the next election. We also pull apart the latest news on Bathla, and other property company failures, and the implications for people trapped in the foreclosure processes. Meantime time property prices continue to … Continue reading "It’s Edwin’s Monday Evening Property Rant!"
• 
  Mirror Mirror: Markets Wrestle With A Matter Of Perspective! 05.09.2026 28dk

  This is our weekly market update where we start in the US, cross to Europe and Asia and end in Australia, covering commodities and crypto along the way. In the week that the UN voted for the Correct the Map” resolution, which replaces the traditional world map with one that more accurately reflects the size … Continue reading "Mirror Mirror: Markets Wrestle With A Matter Of Perspective!"
• 
  The Future Is Genuinely In Our Own Hands: With Lynette Zang 04.09.2026 41dk

  Markets are going crazy, gold is being repatriated as bond yields rise. Inflation remains high partially stoked by AI investment, while ordinary people seem to be left behind, so what to do? Well, I caught up with sound money advocate Lynette Zang, who is the Founder and CEO of Zang Enterprises. We spoke about the … Continue reading "The Future Is Genuinely In Our Own Hands: With Lynette Zang"
• 
  Please Stop Toying With Us: With Tarric Brooker 03.09.2026 1sa 21dk

  Another chat with journalist Tarric Brooker as we go though the latest slides and data. How come politicians are using soft toys to explain the property market? Why are we seeing so much spin? What is the real data telling us? Check out Tarric’s charts here: https://x.com/AvidCommentator/status/2095404318128247133 http://www.martinnorth.com/ Details of our one to one service … Continue reading "Please Stop Toying With Us: With Tarric Brooker"
• 
  Let’s Give The Australian GDP A Spin! 02.09.2026 21dk

  Various bank economists had predicted that the economy would slide back into a per capita recession, defined as two consecutive quarters of negative growth in real GDP per capita terms, ahead of Wednesday’s Q2 2026 national accounts release by the Australian Bureau of Statistics (ABS). But in an upward surprise, the good news was that … Continue reading "Let’s Give The Australian GDP A Spin!"
• 
  Truth Versus Lies: The Future Of Our Communities – With Robbie Barwick 02.09.2026 29dk

  An update today on our campaign to save regional communities across the country, with Robbie Barwick, National Chairman; National Research Director; 2025 Senate Candidate for Victoria from the Australian Citizens Party. https://citizensparty.org.au/ You will not believe the latest porkies being told… unbelievable… http://www.martinnorth.com/ Details of our one to one service are here: https://digitalfinanceanalytics.com/blog/dfa-one-to-one/ Go to … Continue reading "Truth Versus Lies: The Future Of Our Communities – With Robbie Barwick"
• 
  It’s Edwin’s Monday Evening Property Rant! 31.08.2026 1sa 12dk

  This week we dive into the latest spin from the Federal Government on property, pull apart the Bathla story, and look across the construction sector more broadly, as well as the latest numbers. Some are panicking, but others are more able to digest the current uncertainty. If you are buying your home in Sydney’s contentious … Continue reading "It’s Edwin’s Monday Evening Property Rant!"
• 
  The Property Dominos Are Continuing To Fall; Hard! 30.08.2026 23dk

  Over the past week we have seen more indicators that the housing market is battling with a storm of issues, from rising interest rates, yes the RBA will have to hike further, higher inflation, which is causing the RBA to move, and higher bond yields signifying higher borrowing costs for households, businesses and the government. … Continue reading "The Property Dominos Are Continuing To Fall; Hard!"
• 
  Are Households Really Splashing The Cash? 27.08.2026 12dk

  Data today reinforces our view of more cash rate hikes are in the wind in Australia, as household spending data suggests households are just fine. Today we look at the data, highlight some issues with the interpretation, and consider that case for more hikes, adding to the pressure on some households. My base case is … Continue reading "Are Households Really Splashing The Cash?"