Digital Finance Analytics (DFA) Blog
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Digital Finance Analytics (DFA) Blog
We discuss the latest finance and digital business news, with a distinctively Australian flavour
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Now Home Prices Are Sliding, Who Takes The Fall?
Let’s face it, the oft quoted Australian Property Prices only go up was always a lie, but the religious belief that prices double every seven to ten y...
Bond Macro Warns As Markets Feed On Strong Earnings, For Now…
Markets tend to be myopic, focussing on the latest shiny thing, like a magpie, and recently the latest US earnings season was in focus, with more than...
New Zealand Property Remains In The Doldrums With More Questions Ahead.
We recently got the April 2026 data from the Real Estate Institute of New Zealand, which tells the continued story of weakness across the country, but...
Australian Unemployment Climbs, As Expected… But…
The latest data from the ABS showed that the seasonally adjusted unemployment rate rose to 4.5 per cent in April, as the number of employed people fel...
The Inflation Picture Darkens, As The Property Market Stalls…
The outlook for inflation ahead is getting more concerning, as the lasting impacts of the closure of the Straits of Hormuz, plus the recent budget ann...
DFA Live Q&A HD Replay: Is The Australian 30-year Property Super-cycle Over? With Leith van Onselen
In this edit of our live show in which we examined the impact of the budget and other economic factors, like the ongoing closure of the Straits of Hor...
Its Edwin’s Monday Evening Property Rant!
In our post-budget conversation we look at the potential impacts on the property market, and what may lay ahead. Edwin brings us another insight into...
Is The Australian 30-year Property Super-cycle Over?
Richard Wiles from Morgan Stanley after the budget on Tuesday suggested that the Australian 30-year property super-cycle is likely over, with signific...
Market Roller-coaster Drops On Higher Interest Rate Fears, As AI Bets Fade
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...
Yet Another Brick In The Wall… With Tarric Brooker
Journalist Tarric Brooker and I catch up for another end of week chat, and dive into the budget, the RBA rate hike, the fallout from recent polls, and...
New Property Loans And Wages Growth Down; It’s All Fine!
The ABS this week released their latest data on Lending Indicators which is a quarterly estimate of new borrower-accepted finance commitments for hous...
A Budget And Housing Debrief…
This is my edit of our monthly economic update, with a focus this time on the outcomes from the budget, and its impact on housing. http://www.martinno...
DFA Live Q&A HD Replay: Households Facing Into The Gale: Latest From Our Surveys!
This is an edit of a live show where we examined the latest from our surveys and did a deep dive into specific post codes: Contents 27:32 Parkwood 421...
Its Edwin’s Monday Evening Property Rant!
In our latest show Edwin and I kick the tyres on the upcoming budget, which will be full of announcables, but will it make any difference? We also loo...
Red Alert: Property In Turmoil As Government Seeks To Support And Crush At The Same Time!
Australian Property appears to be at a significant turning point, with the realisation that prices can go down, as well as up now becoming a reality....
The Madness Of Markets Disconnects From Reality!
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 wa...
Households, Facing Into The Gale, Grit Their Teeth And Hope!
After the latest RBA rate rises, and the Gulf War impact, we explore the latest from our household surveys to see the impact of the financial pressure...
Australia Finally Reserves East Coast Gas … But…
Australia is one of the world’s biggest LNG exporters, but according to the Australian Competition and Consumer Commission (ACCC), east coast gas supp...
Financial Realities Hit Home After The RBA Rate Hike!
On Tuesday the RBA lifted the cash rate to a stonking 4.35%, in the third move in three decisions. Those following this channel would have not been su...
DFA Live Q&A HD Replay: Will The AI Boom Save The Markets, Despite The War? With Damien Klassen
In this live show we examined the contention between record markets in the US, driven by AI investment and the real impact of the Gulf War. Will the f...
Its Edwin’s Monday Evening Property Rant!
This week Edwin, our property insider and I go though the latest data on building approvals, auctions and listing and ask whether the MSM media commen...
The AI Candle Draws The Markets’ Moths, Despite The Economic Disaster Ahead!
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...
Slip-Sliding Away; The Clocks Are Ticking: With Tarric Brooker
Another outing with journalist Tarric Brooker as week at the clocks counting down to potential disaster as a result of the Gulf War. From oil, to food...
Central Banks Now Have A Perfect Alibi!
The spate of Central Bank meetings this week, with Canada and The Fed done, the Bank of England today and the RBA next week, continues to stress the h...
Annual CPI Inflation: Highest Since September 2023 (And Rising)!
Inflation, which was already about the RBA’s target before the Gulf War spiked up to 4.6 per cent in March driven in part by the Middle East conflict...
DFA Live Q&A HD Replay: The Perfect Property Storm Ahead? With Leith van Onselen
This is an edit of a live show in which we examined the fall out coming to the property market as recent Government policy collides with the consequen...
Its Edwin’s Monday Evening Property Rant!
Join our property insider Edwin Almeida and I for another wander down the latest property news, as we look at migration, property market dynamics, and...
Will “The Perfect Storm” Hit The Property Market?
The Australian property market only goes one way, if you believe the Real Estate Agents, the online spruikers, and even many ordinary households as we...
Instrument Warning: Is A Market Correction Incoming?
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 Uncomfortable Truth About Cash Use In Australia!
This week we got an interesting report from the RBA , contained in their April 2026 Bulletin titled Cash Use in Australia: What the 2025 Consumer Paym...
Are Markets Misreading The Middle East War?
U.S. stock futures edged lower on Thursday, as investors kept tabs on tensions in the Middle East and gauged an incoming raft of corporate results. Al...
How Planning, Property, And Austral Collided!
Austral is a suburb of Sydney, in the state of New South Wales, Australia. It is 42 kilometres south-west of the Sydney central business district, in...
Its Edwin’s Monday Evening Property Rant!
Another dive into the latest property news with our insider Edwin Almeida. How should we interpret the latest “home prices are falling” news? What do...
Oh No! Property Prices Are Falling!
Hold my beer, because according to an article in the AFR, Sydney, Melbourne house prices are going backwards, even though the others are not! Quoting...
The Hormuz Mirage Fools The Markets!
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 wa...
Is Housing Toast? With Tarric Brooker
In the latest edition of our regular show journalist Tarric Brooker and I take a deep dive into the Australian property market, and how it has changed...
Rear View Mirror Says Employment Is Fine; Just Don’t Look Ahead!
We are in a phony war at the moment, as the real effects of the Gulf War, and the spike in fuel prices are yet to hit the rear-facing data as reported...
Is An Economic Crisis Incoming?
As the Gulf War hangs in the balance and the Straits of Hormoz remain shut, or nearly so, economists are having a field day with a tranche of gloomy e...
DFA Live Q&A HD Replay: The Money Of War Versus The Money Of Peace: With Adam Stokes
In this live show edit we examined the consequence of the Gulf War in the light of Crypto being used to pay for passage across the Straits. This is co...
Its Edwin’s Monday Evening Property Rant!
This week Edwin, our property insider and I dive into the latest from the government on advertising relating to the fuel situation, and for foreign fi...