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Digital Finance Analytics (DFA) Blog

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Digital Finance Analytics (DFA) Blog

Martin North

Now AI Risks Are Back In Focus, As Markets Bet On Positive Hormuz Outcomes…

June 27, 2026 8:40am 26 min

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 was another complex week on the markets, with the MSCI Global ind...

Is Reality On The Blink, Or Is It Just Your Own Problem? With Tarric Brooker...

June 26, 2026 8:00am 1:22

In the latest of our regular Friday afternoon chats, Tarric Brooker – journalist and contributor to Macrobusiness, and I pull apart the latest data on the economy, housing, and energy. Is the interpretation of the inform...

More Data, More Risks Of Another Rate Rise!

June 25, 2026 4:17am 11 min

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 that with employment stronger than last month, job vacancies still ho...

Latest Inflation Says More Rate Hikes Are Needed!

June 24, 2026 4:01am 9 min

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 months to April 2026, a quick look revealed a more troubling picture ...

It's Edwin's Monday Evening Property Rant!

June 23, 2026 1:58pm 59 min

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 the CGT and our normal in-depth review of the numbers. If you are buyin...

DFA Live Q&A HD Replay: Australian Property: Biggest Fall In 40 Years? With Leith van Onselen

June 23, 2026 1:56pm 1:52

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, Chief Economist and Co-founder of Macrobusiness. Are major falls in val...

The Major Parties Deserve To Perish: With Robbie Barwick

June 22, 2026 7:44am 39 min

I am joined in this show by Robert Barwick, National Chairman; National Research Director; 2025 Senate Candidate for Victoria for the Australian Citizens Party to discuss the current malaise in Australian politics, and w...

Property Pressure Building... A Postcode Deep Dive: Part 3

June 21, 2026 9:19am 30 min

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 market signals. We also complete our deep dive into specific post codes re...

Higher For Longer Spooks Markets, As Iran Peace Wobbles…

June 20, 2026 12:51pm 20 min

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. As expected, it was another volatile week, as global shares dipped...

The Migration Mess: Lies, Damned Lies And Statistics…

June 19, 2026 8:53am 24 min

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 main concern people have at the moment is to quote “Cost of living — n...

Fed Concedes Inflation Is Too High; But Gives No Clue As To Remedy…

June 18, 2026 8:30am 13 min

Yesterday we had the outcome of the Feds Policy meeting, and the press conference with newly minted Federal Reserve Chairman Kevin Warsh at the helm. It was a typically slick performance from Warsh, setting the stage for...

Property Pressure Building: A Postcode Deep Dive: Part 2.

June 17, 2026 12:30pm 39 min

We had a flood of requests for postcode level analysis ahead of yesterday’s live show: DFA Live Q&A HD Replay: Property Pressure Building: A Postcode Deep Dive https://youtu.be/MgwQchIXntg We did not manage to cover them...

DFA Live Q&A HD Replay: Property Pressure Building: A Postcode Deep Dive

June 16, 2026 12:42pm 1:38

In this edit of a live show where we examined the latest from our models and surveys, and examined the trajectory of household finances, and property serviceability using our stress metrics. We used our postcode level da...

It's Edwin's Monday Evening Property Rant!

June 15, 2026 2:56pm 1:16

In our latest outing we explore the 10% property price falls which so many are talking about, the rise of One Nation, and the problems with the Government’s approach to the CGT reforms. Edwin highlights the issues with n...

Property Pressure Building...

June 14, 2026 4:46am 19 min

It clearly looks like the property chickens are coming home to roost, as the financial pressures continue to build on many households, and it looks like the national auction clearance rate, at best a muddy measure of any...

Markets Moonshot Thanks To SpaceX, AI Bets And The Iran “Deal”

June 13, 2026 8:39am 18 min

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 was a positive week, with the US volatility index falling nearly...

Home Truths About The Australian Economy: With Tarric Brooker

June 12, 2026 9:05am 1:22

In today’s Friday chat with journalist Tarric Brooker, we explore the latest data on housing, with some startling trends over time, and link these to productivity and other economic indicators, which suggests the economy...

Inflation: Reality Versus Spin, Versus Policy…

June 11, 2026 12:40pm 13 min

Ask most people, and they will say prices are rising, and rising fast. The latest consumer surveys showed that households across the country expect inflation to bubble higher, and our surveys confirm more are experiencin...

“Expect More Support For First Home Buyers”: BINGO!

June 10, 2026 12:52pm 8 min

Well, well, in my live show with Chris Bates yesterday we dived into the impact of the budget changes and suggested that with the removal of significant numbers of investors from the playing field, Governments will need ...

DFA Live Q&A HD Replay: The Australian Property Three Body Problem: With Chris Bates

June 09, 2026 12:40pm 1:12

In this edit of our live show we examined the property market ructions, caused by the recent budget changes, interest rate rises and political intervention. I was joined by Chris Bates, CEO of Mortgage Brokers Alcove, on...

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