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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. It’s been a volatile week for stocks, with market participants digesting a rally in the artificial intelligence trade, conflicting geopolitical signals, a rise in Federal Reserve rate … Continue reading "Markets Struggle To Separate Signal From Noise As Bond Yields Rise Some More…"

In a recent outing our prime minister said that humans must remain in control of AI. I agree, and at some point I will dive further into the concept of controlling AI, and whether there is a chance it will take over and wipe us out, or is that simply positioning for more Government support, … Continue reading "AI: Has Australia Lost The Plot? Have Your Say!"

Australia is stuck with rising unemployment, sticky inflation and poor productivity. After several years of prioritising its full-employment mandate, it appears that the Reserve Bank of Australia is now choosing to focus on returning inflation to target even if it comes at the cost of an economic downturn or even a recession. Economists will argue … Continue reading "An RBA Rate Hike Is Baked In, Despite A Slight Rise In The Unemployment Rate!"

So will there be a get out of jail card? Well, according to Commonwealth Bank and artificial intelligence giant Anthropic are both tipping AI will deliver a productivity bonanza for Australia, aligning with Treasurer Jim Chalmers’ Intergenerational Report, which some have criticised as too optimistic in its long-term outlook. The Treasury tipped AI to help … Continue reading "Higher Debt Costs Here To Stay!"

In this live show we examine the latest on policies in Australia which seems hell-bent on making our lives worse, rather than taking the country forward, especially now. I will be discussing this with Robbie Barwick, National Chairman from the Citizens Party, as we pull apart AUKUS, Financing for the Future, Intergenerational Fairness and the … Continue reading "DFA Live Q&A HD Replay: Oh Australia! With Robbie Barwick"

This week we look at the developments in Victoria, from politics to failing buildings, examine the latest bets on future rate rises, and property prices, and delve into weak spring selling season. We look at price scenarios for WA which was outstanding from my earlier shows. Edwin looks at distressed sales, and we cover off … Continue reading "It’s Edwin’s Monday Evening Property Rant!"

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"

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"

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"

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….

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…"

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!"

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?"

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!"

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?"