Digital Finance Analytics (DFA) Blog
"Intelligent Insight"
Latest US data shows housing starts is falling, as mortgage rates rise. One reason what the markets slide on Wednesday. Ahead, expectations of future earnings are down – just another reason to expect weaker markets, as bond yields continue to track higher.
The latest edition of our finance and property news digest with a distinctively Australian flavour.
Go to the Walk The World Universe at https://walktheworld.com.au/
The latest data from New Zealand, the UK and Canada highlights how embedded higher food prices are, something which also came through in recent ABS figures.
Even if petrol prices slide a little (and OPEC+ is trying to reverse that), many households will be wilting under the pressure from everyday costs of living.
And it’s worth noting there are various adjustments to inflation metrics which seem to drive them lower – I wonder why?
Go to the Walk The World Universe at https://walktheworld.com.au/
My latest Monday evening chat with our property insider, Edwin Almeida.
We look at the latest numbers, so unusual properties for sale, and discuss that landlords and tenants need to consider.
https://www.ribbonproperty.com.au/
Go to the Walk The World Universe at https://walktheworld.com.au/
Another slew of price falls from the ACT (we only did a show here last month, but prices are falling faster still), thanks to Cookie.
Go to the Walk The World Universe at https://walktheworld.com.au/
A short segment where I answer some of the top questions from my inbox relating to the current property dynamics in Australia.
Go to the Walk The World Universe at https://walktheworld.com.au/
https://digitalfinanceanalytics.com/blog/dfa-one-to-one/ for the One to Pne Service we discuss.
Find more at https://digitalfinanceanalytics.com/blog/ where you can subscribe to our research alerts
Another outing looking at property price drops from the portals, thanks to Cookie. This time we look at a range of Greater Brisbane post codes.
The property spruikers won’t like it…!
https://digitalfinanceanalytics.com/blog/dfa-one-to-one/ if you want a personal discussion about a suburb.
Go to the Walk The World Universe at https://walktheworld.com.au/
In this week’s market review we will as always begin in the US, cross to Europe and Asia, and end up with a local Australian summary – bearing in mind that our market pretty slavishly follows those in the Northern Hemisphere, which had an up day on Thursday, and a down day on Friday.
Volatility continues to rage across most asset classes, and this is now having real world consequences on our superannuation, or pension savings, which in Australia are forced by Government. As we will see the losses are mounting up.
But first, it was a bad end to a wild week with U.S. stocks dropped on Friday as worsening inflation expectations kept intact worries that the Federal Reserve’s aggressive rate hike path could trigger a recession, while investors digested the early stages of earnings season. The previous day the stronger than expected inflation data showed inflation remained stubbornly high and this shocked the market into a volatile rise. But in the last session of a volatile week, equities opened higher, then reversed course after data from the University of Michigan showed consumer sentiment improved in October but inflation expectations worsened as gasoline prices moved higher. The median expected year-ahead inflation rate rose to 5.1%, above the 4.7% seen in September. A climb in inflation expectations, a closely watched metric by the Federal Reserve, comes just a day after data showed worse-than-feared inflation pressure.
“Yesterday you had this amazing, powerful intraday rally that was completely wrong,” said Phil Orlando, chief equity market strategist at Federated Hermes. “Then you look at the Michigan numbers this morning that’s consistent with what we’re seeing in the economy, and the stock market now is down to reflect that number. That’s correct.”
The latest edition of our finance and property news digest with a distinctively Australian flavour.
Go to the Walk The World Universe at https://walktheworld.com.au/
My latest Friday afternoon chat with Journalist Tarric Brooker. So much to kick around, with the help of some powerful slides which are available at
https://avidcom.substack.com/p/charts-that-matter-14th-october-2022
Housing prices falls: https://avidcom.substack.com/p/aussie-housing-prices-on-course-for
US Core Inflation: https://avidcom.substack.com/p/2008-vs-2022-inflation-really-is
Go to the Walk The World Universe at https://walktheworld.com.au/
There was a critical RBA Payment System failure overnight. Think what happens when you put all your trust into a digital system. Perhaps a lesson to learn ahead of any discussion about CBDC?
Go to the Walk The World Universe at https://walktheworld.com.au/
This is a compilation of the evidence APRA gave to the House Standing Committee On Economics on Tuesday. We pulled out the discussions relating to mortgages as rates rise.
They claim there is nothing to see yet, but it is worth listening to the gaps in their knowledge – which prompts me to ask – how would they know?
Go to the Walk The World Universe at https://walktheworld.com.au/