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"

This is our last formal Rant of the year, so Edwin and I go to town on some of the property predictions for 2026 and consider some of the sleeping issues which will bite ahead. Meantime, the listings are dropping, as expected, though the property media seem fixated on the “record prices” of some homes. … Continue reading "Its Edwin’s Monday Evening Property Rant!"

The 21st of December is the solstice. Technically speaking the solstice is a specific moment, not a whole day and in 2025 it happens at 15:03 on 21 December UK time, where we have the shortest day of the year. It’s simultaneously the summer solstice in the Southern Hemisphere. Traditionally, this day celebrates the fact … Continue reading "Good Versus Evil: In Memoriam"

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. This past week, the last full week before the holidays continued its volatile way, with Central Banks in Japan and the UK cutting rates, the US triple … Continue reading "Let’s Paper Over The Cracks For A Santa Rally…"

Journalist Tarric Brooker and I catch up for our last chat of the year, and with the help of his excellent slides, pull apart the latest trends in terms of housing, finance and the economy. 2025 has been quite a year, and we expect more turbulence ahead, with more spinning politicians, wet lettuce regulators and … Continue reading "Australia’s Economy Hits The Wall: With Tarric Brooker"

Today we got the ABS National, state and territory population data from June 2025. They reported that the Australia’s population grew by 1.5 per cent in the 12 months to June 2025, or 27.6 million people, 420,100 more than in June 2024. Natural increase, the number of births minus those who died, added 114,600 people … Continue reading "Let’s Play Some Migration Numbers Numberwang!"

Damien Klassen Head of Investments at Nucleus Wealth and Walk The World Funds and Martin North from DFA discuss eight critical megatrends, which are set to impact markets and investments in the years ahead. Their collective impact will be significant, but may also pull in different directions. In our first show in 2026, we will … Continue reading "Eight Megatrends For The Years Ahead!"

As expected, Treasurer Jim Chalmers wants you to believe that the budget is getting better and Labor’s claimed spending restraint is helping the Reserve Bank of Australia contain inflation pressures. But this is all spin. Spin Jim Is At It Again! While the federal government’s mid-year budget update shows a modest improvement in the deficit … Continue reading "The Government’s “Find The Pea Budget Trick”…"

I am joined by Leith van Onselen Chief Economist and Co-founder of Macrobusiness, as we review the year across housing, and the economy, and ask what is next in the context of atrocious housing affordability, poor policy and the upcoming MYEFO. What needs to change? This is my edit of the live show. Details of … Continue reading "DFA Live Q&A Replay: Our Housing And Economic Disaster Will End In Tears! With Leith van Onselen"

A bit late, Edwin our property insider, and I discuss the latest property trends and stats for our weekly Rant. While things may be turning sour in some areas, the demand for property does remain robust, as listings ease and auctions fall. So what is happening? If you are buying your home in Sydney’s contentious … Continue reading "Its Edwin’s Monday Evening Property Rant!"

Edwin’s Monday Rant won’t happen tonight, as he is the middle of client settlements. Hopefully tomorrow. But it gives me the chance to reflect on the Bondi incident yesterday, and the noise of which masked a significant announcement by Treasurer Jim Chalmers who announced his so called cash mandate will start on the 1st January … Continue reading "In A Troubled World, The Long Cash Con Continues…"