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Digital Finance Analytics (DFA) Blog Digital Finance Analytics (DFA) Blog Martin North lernOS on Air lernOS on Air Simon Dückert Monocle on Sunday Monocle on Sunday Monocle JIJI English News-時事通信英語ニュース- JIJI English News-時事通信英語ニュース- 時事通信社 Finary Finary Mounir Laggoune Time We Discuss | Career Exploration Podcast with Real Professionals and Real Stories Time We Discuss | Career Exploration Podcast with Real Professionals and Real Stories Time We Discuss Triunfa con tu blog | Marketing Online Triunfa con tu blog | Marketing Online Borja Girón Automotive News Daily Drive Automotive News Daily Drive Automotive News Future of Fitness Future of Fitness Eric Malzone The Ramsey Show Highlights The Ramsey Show Highlights Ramsey Network Shift: A podcast about mobility Shift: A podcast about mobility Automotive News The Note Closers Show - The #1 Podcast for Note Investing The Note Closers Show - The #1 Podcast for Note Investing Scott Carson Catching Up to FI Catching Up to FI Bill Yount & Jackie Cummings Koski KIESPIJN - over persoonlijk leiderschap, keuzes, liefde, broederschap en het leven. KIESPIJN - over persoonlijk leiderschap, keuzes, liefde, broederschap en het leven. Arjen de Bruin The Unforget Yourself Show The Unforget Yourself Show Mark and Katie Inversión Dividendos Inversión Dividendos Carlos García WSJ's Take On the Week WSJ's Take On the Week The Wall Street Journal Inspired Choice Podcast: The Conscious Founder’s Directory to Legacy Inspired Choice Podcast: The Conscious Founder’s Directory to Legacy Dr. Caroline Biesalski Perfect Game Retirement Radio Show with Ryan Ledden Perfect Game Retirement Radio Show with Ryan Ledden Ryan Ledden Stock Movers Stock Movers iHeartPodcasts YoStella: Build a Better Business - Inspiration for Improving Your Brand, Marketing & People YoStella: Build a Better Business - Inspiration for Improving Your Brand, Marketing & People StellaPop AI News Podcast | Latest AI News, Analysis & Events | Daily Inference AI News Podcast | Latest AI News, Analysis & Events | Daily Inference AI Daily DX Today | No-Hype Podcast & News About AI & DX DX Today | No-Hype Podcast & News About AI & DX Rick Spair Danny Madden - Roofing Show Danny Madden - Roofing Show Fix Radio AD7 Devocional - Diferente / Inverso AD7 Devocional - Diferente / Inverso AD7 Devocional CEO Podcasts: CEO Chat Podcast + I AM CEO Podcast Powered by Blue16 Media & CBNation.co CEO Podcasts: CEO Chat Podcast + I AM CEO Podcast Powered by Blue16 Media & CBNation.co CEO Podcasts Sew Much More Sew Much More Ceil DiGuglielmo Web Reactiva Web Reactiva Daniel Primo SEOTOP1 SEOTOP1 SEOTOP1 Social Workers, Rise! Social Workers, Rise! Catherine Moore, LCSW Bogleheads On Investing Podcast Bogleheads On Investing Podcast bogleheads Lead the Team (Top 2% of Podcasts) Lead the Team (Top 2% of Podcasts) Ben Fanning مجرة مجرة هارفارد بزنس ريفيو Leaning into Leadership Leaning into Leadership Darrin Peppard The Mindful Midlife Mom - Mindfulness Practices and Techniques for Mentally Exhausted Moms in the Sandwich Generation The Mindful Midlife Mom - Mindfulness Practices and Techniques for Mentally Exhausted Moms in the Sandwich Generation Valerie Mekki Islam Channel Islam Channel Islam Channel That LEO Guy That LEO Guy That LEO Guy
Digital Finance Analytics (DFA) Blog

Business

Digital Finance Analytics (DFA) Blog

Martin North

Bye-Bye Home Equity As Prices “Correct”…

June 28, 2026 9:38am 17 min

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 facilitated by a big mortgage. Nice. For those who were trying to get into th...

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 ...

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