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We discuss the latest finance and digital business news, with a distinctively Australian flavour
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The latest data from the US BLS showed that superficially the core consumer price index, regarded as a measure of underlying inflation because it strips out volatile food and energy costs, rose 2.7% in December from a year earlier. That’s just a touch more than the 2.6% annual advance in November, which was the smallest … Continue reading "No Rate Cuts? The Inflation Genie IS Still Out The Bottle!"
This is an edit of a live show where we delved into the question of household debt in Australia and how it translates into pressure on households. We looked at nominated specific post codes from our followers. Go to the Walk The World Universe at https://walktheworld.com.au/ Details of our one to one service are here: … Continue reading "DFA Live Q&A HD Replay: Households Haunted By Debt: Which Post Codes Are Worse?"
Our property insider Edwin and I discuss the latest media spin on property compared with the granular reality, consider the implications of the high-rise building craze, and also have tips on property insurance which you need to hear. More importantly, is it jam or cream first on a scone? Also guess where Edwin will be … Continue reading "Its Edwin’s Monday Evening Property Rant!"
The fourth-quarter US reporting season kicks off with JPMorgan set to report before the opening bell in New York on Tuesday. Strategas Securities’ Ryan Grabinski said the bar is low for every sector but technology. “With Technology expected to post earnings growth of roughly 27 per cent for the fourth quarter, we continue to come … Continue reading "Markets Soar Into 2026 As Politics And Power Plays Trumps Economics!"
For our first show of 2026, Tarric and I dive deep into the data on housing, per capita data and the recent polls, plus a look at the implication of the events in Venezuela in the context of global hegemony. Are we going down the gurgler, and how can we stop it? Tarric’s slides can … Continue reading "The Beatings Will Continue Until Morale Improves! With Tarric Brooker"
When Labor brought forward their 5% deposit scheme for first home buyers to 1 October 2025, Property Analysts warned that this could push up prices for homes below the new cut offs. Prices for both were growing at a similar rate before that time, and a sharp diversion emerged after the deposit scheme’s expansion was … Continue reading "Labor’s “Shoot Ready Aim” Housing Policy Did Lift Home Prices!"
Inflation cooled faster than anticipated to 3.4 per cent in November, as a wave of retail discounting helped ease the pressure on household budgets during the holiday period. So while the Australian Bureau of Statistics noted persistent heat in housing, food and transport costs, the headline figure was dragged down by aggressive Black Friday sales … Continue reading "Don’t Be Fooled By The Latest CPI Read; Rate Hikes Are Coming!"
In our first live show of 2026 I am joined by Head of Investments Damien Klassen From Nucleus Wealth and Walk The World Funds. With the fast-moving events in Venezuela, Ukraine and Taiwan, where powerful leaders seek to impose their authority despite the so-called rules-based order, we consider whether this shift in the world order … Continue reading "DFA Live Q&A Replay: Investing In An Age Of Rising Imperialism: With Damien Klassen"
We are back for our first Rant of the year with Property Insider Edwin Ameida and I looking at the projections for property this year, chaos in the construction sector, and the impact of Government policy on First Time Buyers and Investors. 2026 will certainly be an interesting year! If you are buying your home … Continue reading "Its Edwin’s Monday Evening Property Rant!"
At the start of the new year, it is worth spending just a little time to make sure your finances are in the bets possible fettle. So today we look at six things to do to optimise your financial life. And as always we consider both money in and money out, but with a specific … Continue reading "6 Levers To Pull To Boost Your Finances In 2026"
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 I already summarised last years market trends, in my show Markets Bet on Hope rather than expectations, we will dive directly in Fridays trade, where US … Continue reading "Volatility And Uncertainly; The Watchwords For Markets In 2026!"
We had further confirmation today that the Australian housing market tide is turning, at least in terms of further price rises, but overall housing affordability remains at painful extremes, both for mortgage holders who in some cases are throwing more than half their disposable income at repayment, while renters are even more exposed. This is … Continue reading "Confirmation Australia’s Housing Market Is Turning… But…"
As we enter 2026, and Happy New Year to all, we should reflect on the fact that while hope is a desire for a positive outcome with uncertainty about its arrival, that represents a wish for the “most desirable,” outcome; expectation is a strong belief or probability assessment that something will happen, trusting the result … Continue reading "The Year That Was: Markets Bet On Hope Over Expectation!"
This is an edit of a live show where I was joined by Property Insider Edwin Almeida for a live Q&A session on Australian Property Trends In 2026. If you are buying your home in Sydney’s contentious market, you do not need to stand alone. This is the time you need to have Edwin from … Continue reading "DFA Live Q&A HD Replay: 2026 Property Trends With Edwin And Martin"
Today we walk through our latest analysis of financial stress among households, using data up to the end of 2025. And its a sorry picture, despite all the spin out there. This show is a second in a series. Yesterday we looked at the economic data and home price scenarios – here: https://youtu.be/AO28uJroejY and tomorrow … Continue reading "Households Crushed By Bills As Housing Costs Explode In 2026!"
In this show we update our price scenarios based on the latest data and surveys, breaking down the data by state and territory. Things look like they could change quite fast, given the recent change in the economic weather. On Monday I will release the December Mortgage and Rental Stress data, which shows how bill … Continue reading "Australian Home Price Scenarios Updated For 2026!"
This is our weekly market update, starting in the US, crossing via Europe and Asia to Australia, and covering commodities and crypto along the way. In the holiday season, volumes are light and some markets closed for parts of the week, so there are few catalysts to fuel much market conviction as participants watched the … Continue reading "It’s All A Bit Artificial Really!"
Seasonal greetings to all our followers and viewers. Today we catch up with Tony Locantro and get his perspective of the year which is passing and 2026 ahead. 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/
In this seasonal show, Damien Klassen, Head of Investments at Nucleus Wealth and Walk The World Funds; and Martin North from DFA dive into Santa’s ESG Dilemma and Why your “Green” fund might just be a lump of coal wrapped in expensive paper! Best wishes to all our followers and viewers! http://www.martinnorth.com/ Details of our … Continue reading "Santa’s ESG Dilemma!"
This is an edit of a live show were I was joined by Adam Stokes to examine the emergence of Stablecoins following The Genius Act and the implications for the financial system, crypto and the future of money. Is this a revolution, or a coup? Who are the winners and losers? How will this play … Continue reading "DFA Live Q&A HD Replay: Stablecoins: A Financial Revolution Or Financial Coup? With Adam Stokes"
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Great insights on finance and digital trends in Australia! With everything moving online, online appointment systems are making services faster and easier. A helpful tool is available at https://dfaappointment.net/ for quick and hassle-free scheduling.
Its always good when Martin North reads out quotes from articles which use Martin North quotes .....again and again - bit of a hall of mirrors Martin. Otherwise generally entertaining
great podcast Martin keep up the good work!