Digital Finance Analytics (DFA) Blog
جزئیات کانال
Digital Finance Analytics (DFA) Blog
We discuss the latest finance and digital business news, with a distinctively Australian flavour
قسمتهای اخیر
370 قسمت
Inflation: Still A Massive Problem For Australia!
Do not be fooled, because while the ABS released a set of CPI reports today for June which were just a tad lower than market expectations, surging hom...
DFA Live Q&A: The Great Australian Property Bust: For How Long? With Leith van Onselen
In this edit of our live show I was joined by Leith van Onselen Chief Economist at Macrobusiness and Nucleus Wealth. We examined the latest economic a...
It’s Edwin’s Monday Evening Property Rant!
The latest from our property insider, Edwin Almeida, as we parse the latest industry commentary on the property market. Are the falls significant and...
The Great Australian Property Bust… For How Long?
The evidence is gathering that the Australian property market is continuing to wilt, as buyer sentiment remains subdued. And the truth is, we are prob...
Markets React To Red Light Warnings from AI, Inflation, Energy Wars and Tariffs!
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...
A Deep Dive On Central Coast Property!
In this show I look at post code 2251, (Avoca Beach, Bensville, Copacabana, Davistown, Green Point, Kincumber, Macmasters Beach, Saratoga, Yattalunga)...
The Case For More Rate Hikes Builds As Job Markets Remains (Mostly) Strong!
Today we got the ABS Labour Force data for June 2026 and the strong result cements further the likelihood of another RBA rate hike this year. Traders...
Home Price Momentum Crushed By Credit Drought!
One of the critical factors in our core market model is a set of linkages between home price momentum and input factors, such as demand, migration, in...
It’s Edwin’s Monday Evening Property Rant!
Another deep dive into property dynamics with our insider Edwin Almeida. And check out our live show with Edwin tomorrow as he talks about enhancing p...
Gazundering Is Back Baby, As Home Prices Fall Further!
There a couple of terms which can create fear and panic among those looking to buy and sell property. In a hot market, Gazumping is an underhand techn...
Brutal Markets Pivot On AI, Chips And Energy; Despite Earnings Hopes!
This is our weekly market update, where we start in the US, cross to Europe and Asia and end in Australia, covering commodities and crypo along the wa...
Can A Housing Downturn Improve Australia’s Productivity?
We had more data this week, continuing to build out the picture of falling home prices, reaching more suburbs, and taking a deeper dive. For many this...
The Private Credit Time Bomb…
During my recent live stream with Damian Klassen from Nucleus Wealth, we touched on Private Credit and the building risks from this opaque form of len...
New Zealand Property Still Stuck In Cautious Mode!
The REINZ released their June 2026 data today, showing national conditions remaining cautious while regional differences continuing to shape the overa...
DFA Live Q&A HD Replay: Investing Now: AI, Chips And Energy Puzzles: With Damien Klassen
In this live show we examined the latest market dynamics, as AI, Chips and Energy pull in different directions, even as we move into a higher inflatio...
It’s Edwin’s Monday Evening Property Rant!
This week we explore the panic setting into the property media, and compare it with reality on the ground. Truth is, there is much noise and fury bein...
Will “Cheaper” Property Attract More Buyers, Or Will Prices Fall Some More?
We are at an interesting inflection point in the Australian property market, with housing affordability perhaps easing just a tad, even as more supply...
The Markets’ Big Questions On AI, Chips And Energy!
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 w...
What Happens When The Digital Prison Faulters?
Once again Australians have been hit by a serious telecommunications outage which started Wednesday morning, at 4:20am triggered Telstra says by a “so...
The Sheer Pain Of Renting In Australia!
Earlier in the week I highlighted that rental stress across Australia reach a eye-watering 75.5% of those who are currently renting, according to my r...
Kiwis Get Another Rate Hike, Despite Oil Price Falls!
Specifically, recent energy cost increases could still flow through to consumer prices, Non-tradable inflation remains high, with the risk that admini...
DFA Live Q&A HD Replay: Australia’s Perfect Housing Storm: Let’s Talk Postcodes
In this live show we examined the latest from our survey and modelling, as we looked at household finances across post codes to end June 2026. Go to t...
It’s Edwin’s Monday Evening Property Rant!
Property Insider Edwin Almeida and I kick around the latest data on property, and pull back the curtain to reveal what is really going on. Truth is th...
Australia’s Perfect Housing Storm: Let’s Talk Stress Results
In the second show in the current series, we examine the DFA mortgage and rental stress results to the end of June 2026, as pressure on households int...
Another Topsy-Turvy Week For Markets As Risks Abound
Markets were once again all over the place through the week, as Wall Street on Thursday put in a mixed finish, as a slide in Tesla and chip stocks cou...
Australia’s Perfect Housing Storm: Let’s Talk Scenarios
Today we examine the latest housing price falls data, and with the help of our modelling, look at our price scenarios over the next three years. Furth...
Down, Down (Some) Home Prices Are Down!!
Rents are another question, as Rentals continued to be more expensive with basic growth of 0,4% before seasonal adjustments, leading to an annual grow...
DFA Live Q&A HD Replay: Reality, Meet Market Hype: With Tony Locantro
This is an edit of my live show where we examined the current market, property and household finance dynamics with Investment Management Tony Locantro...
It’s Edwin’s Monday Evening Property Rant!
Tonight we dive into the politics of property, and ask whether people are supporting falling home prices, to aid affordability, or whether the Governm...
Bye-Bye Home Equity As Prices “Correct”…
Consider this, if you are a home owner of at least a year or so, in most parts of the country you are sitting on a tidy paper profit, probably facilit...
Now AI Risks Are Back In Focus, As Markets Bet On Positive Hormuz Outcomes…
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...
Is Reality On The Blink, Or Is It Just Your Own Problem? With Tarric Brooker…
In the latest of our regular Friday afternoon chats, Tarric Brooker – journalist and contributor to Macrobusiness, and I pull apart the latest data on...
More Data, More Risks Of Another Rate Rise!
We got a slew of data from the ABS today, covering employment, job vacancies and household spending. We will examine each in turn, but the headline is...
Latest Inflation Says More Rate Hikes Are Needed!
We got the latest inflation data from the ABS today, and while the headline rate of the Consumer Price Index (CPI) rose 4.0%, down from 4.2% in the 12...
It’s Edwin’s Monday Evening Property Rant!
A belated post this week, but our Property Insider goes all in on the question of what a property crash is, we discuss the Green/Labour agreement on t...
DFA Live Q&A HD Replay: Australian Property: Biggest Fall In 40 Years? With Leith van Onselen
In this edit of our live show we examined the latest on Australian Property and the underlying political and economic drivers with Leith van Onslen, C...
The Major Parties Deserve To Perish: With Robbie Barwick
I am joined in this show by Robert Barwick, National Chairman; National Research Director; 2025 Senate Candidate for Victoria for the Australian Citiz...
Property Pressure Building… A Postcode Deep Dive: Part 3
In today’s show we examine the latest auction clearance data, which signals a further slowing of the property market, and compare this with other mark...
Higher For Longer Spooks Markets, As Iran Peace Wobbles…
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 w...
The Migration Mess: Lies, Damned Lies And Statistics…
A recent Redbrige poll revealed that while a majority of Australians think migration has been too high for decades, regardless of who’s in power, the...