Digital Finance Analytics (DFA) Blog
Episodes
DFA Live Q&A HD Replay: Property Winners & Losers With Veronica Morgan
26 May 2026
Contributed by Lukas
This is an edit of my latest live show where we examined the evolution of the property market, including the impact of the latest budget changes and o...
Its Edwin’s Monday Evening Property Rant!
25 May 2026
Contributed by Lukas
In this weeks episode, Edwin goes deep into the political sphere to decode what may happen to prices. His conclusions may surprise you! There are some...
Now Home Prices Are Sliding, Who Takes The Fall?
24 May 2026
Contributed by Lukas
Let’s face it, the oft quoted Australian Property Prices only go up was always a lie, but the religious belief that prices double every seven to ten...
Bond Macro Warns As Markets Feed On Strong Earnings, For Now…
23 May 2026
Contributed by Lukas
Markets tend to be myopic, focussing on the latest shiny thing, like a magpie, and recently the latest US earnings season was in focus, with more than...
New Zealand Property Remains In The Doldrums With More Questions Ahead.
22 May 2026
Contributed by Lukas
We recently got the April 2026 data from the Real Estate Institute of New Zealand, which tells the continued story of weakness across the country, but...
Australian Unemployment Climbs, As Expected… But…
21 May 2026
Contributed by Lukas
The latest data from the ABS showed that the seasonally adjusted unemployment rate rose to 4.5 per cent in April, as the number of employed people fel...
The Inflation Picture Darkens, As The Property Market Stalls…
20 May 2026
Contributed by Lukas
The outlook for inflation ahead is getting more concerning, as the lasting impacts of the closure of the Straits of Hormuz, plus the recent budget ann...
DFA Live Q&A HD Replay: Is The Australian 30-year Property Super-cycle Over? With Leith van Onselen
19 May 2026
Contributed by Lukas
In this edit of our live show in which we examined the impact of the budget and other economic factors, like the ongoing closure of the Straits of Hor...
Its Edwin’s Monday Evening Property Rant!
18 May 2026
Contributed by Lukas
In our post-budget conversation we look at the potential impacts on the property market, and what may lay ahead. Edwin brings us another insight into ...
Is The Australian 30-year Property Super-cycle Over?
17 May 2026
Contributed by Lukas
Richard Wiles from Morgan Stanley after the budget on Tuesday suggested that the Australian 30-year property super-cycle is likely over, with signific...
Market Roller-coaster Drops On Higher Interest Rate Fears, As AI Bets Fade
16 May 2026
Contributed by Lukas
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 ...
Yet Another Brick In The Wall… With Tarric Brooker
15 May 2026
Contributed by Lukas
Journalist Tarric Brooker and I catch up for another end of week chat, and dive into the budget, the RBA rate hike, the fallout from recent polls, and...
New Property Loans And Wages Growth Down; It’s All Fine!
14 May 2026
Contributed by Lukas
The ABS this week released their latest data on Lending Indicators which is a quarterly estimate of new borrower-accepted finance commitments for hous...
A Budget And Housing Debrief…
13 May 2026
Contributed by Lukas
This is my edit of our monthly economic update, with a focus this time on the outcomes from the budget, and its impact on housing. http://www.martinno...
DFA Live Q&A HD Replay: Households Facing Into The Gale: Latest From Our Surveys!
12 May 2026
Contributed by Lukas
This is an edit of a live show where we examined the latest from our surveys and did a deep dive into specific post codes: Contents 27:32 Parkwood 421...
Its Edwin’s Monday Evening Property Rant!
11 May 2026
Contributed by Lukas
In our latest show Edwin and I kick the tyres on the upcoming budget, which will be full of announcables, but will it make any difference? We also loo...
Red Alert: Property In Turmoil As Government Seeks To Support And Crush At The Same Time!
10 May 2026
Contributed by Lukas
Australian Property appears to be at a significant turning point, with the realisation that prices can go down, as well as up now becoming a reality. ...
The Madness Of Markets Disconnects From Reality!
09 May 2026
Contributed by Lukas
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 wa...
Households, Facing Into The Gale, Grit Their Teeth And Hope!
08 May 2026
Contributed by Lukas
After the latest RBA rate rises, and the Gulf War impact, we explore the latest from our household surveys to see the impact of the financial pressure...
Australia Finally Reserves East Coast Gas … But…
07 May 2026
Contributed by Lukas
Australia is one of the world’s biggest LNG exporters, but according to the Australian Competition and Consumer Commission (ACCC), east coast ga...
Financial Realities Hit Home After The RBA Rate Hike!
06 May 2026
Contributed by Lukas
On Tuesday the RBA lifted the cash rate to a stonking 4.35%, in the third move in three decisions. Those following this channel would have not been su...
DFA Live Q&A HD Replay: Will The AI Boom Save The Markets, Despite The War? With Damien Klassen
05 May 2026
Contributed by Lukas
In this live show we examined the contention between record markets in the US, driven by AI investment and the real impact of the Gulf War. Will the f...
Its Edwin’s Monday Evening Property Rant!
04 May 2026
Contributed by Lukas
This week Edwin, our property insider and I go though the latest data on building approvals, auctions and listing and ask whether the MSM media commen...
The AI Candle Draws The Markets’ Moths, Despite The Economic Disaster Ahead!
02 May 2026
Contributed by Lukas
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 w...
Slip-Sliding Away; The Clocks Are Ticking: With Tarric Brooker
01 May 2026
Contributed by Lukas
Another outing with journalist Tarric Brooker as week at the clocks counting down to potential disaster as a result of the Gulf War. From oil, to food...
Central Banks Now Have A Perfect Alibi!
30 Apr 2026
Contributed by Lukas
The spate of Central Bank meetings this week, with Canada and The Fed done, the Bank of England today and the RBA next week, continues to stress the h...
Annual CPI Inflation: Highest Since September 2023 (And Rising)!
29 Apr 2026
Contributed by Lukas
Inflation, which was already about the RBA’s target before the Gulf War spiked up to 4.6 per cent in March driven in part by the Middle East conflic...
DFA Live Q&A HD Replay: The Perfect Property Storm Ahead? With Leith van Onselen
28 Apr 2026
Contributed by Lukas
This is an edit of a live show in which we examined the fall out coming to the property market as recent Government policy collides with the consequen...
Its Edwin’s Monday Evening Property Rant!
27 Apr 2026
Contributed by Lukas
Join our property insider Edwin Almeida and I for another wander down the latest property news, as we look at migration, property market dynamics, and...
Will “The Perfect Storm” Hit The Property Market?
26 Apr 2026
Contributed by Lukas
The Australian property market only goes one way, if you believe the Real Estate Agents, the online spruikers, and even many ordinary households as we...
Instrument Warning: Is A Market Correction Incoming?
25 Apr 2026
Contributed by Lukas
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 w...
The Uncomfortable Truth About Cash Use In Australia!
24 Apr 2026
Contributed by Lukas
This week we got an interesting report from the RBA , contained in their April 2026 Bulletin titled Cash Use in Australia: What the 2025 Consumer Paym...
Are Markets Misreading The Middle East War?
23 Apr 2026
Contributed by Lukas
U.S. stock futures edged lower on Thursday, as investors kept tabs on tensions in the Middle East and gauged an incoming raft of corporate results. Al...
How Planning, Property, And Austral Collided!
22 Apr 2026
Contributed by Lukas
Austral is a suburb of Sydney, in the state of New South Wales, Australia. It is 42 kilometres south-west of the Sydney central business district, in ...
Its Edwin’s Monday Evening Property Rant!
20 Apr 2026
Contributed by Lukas
Another dive into the latest property news with our insider Edwin Almeida. How should we interpret the latest “home prices are falling” ne...
Oh No! Property Prices Are Falling!
19 Apr 2026
Contributed by Lukas
Hold my beer, because according to an article in the AFR, Sydney, Melbourne house prices are going backwards, even though the others are not! Quoting ...
The Hormuz Mirage Fools The Markets!
18 Apr 2026
Contributed by Lukas
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 wa...
Is Housing Toast? With Tarric Brooker
17 Apr 2026
Contributed by Lukas
In the latest edition of our regular show journalist Tarric Brooker and I take a deep dive into the Australian property market, and how it has changed...
Rear View Mirror Says Employment Is Fine; Just Don’t Look Ahead!
16 Apr 2026
Contributed by Lukas
We are in a phony war at the moment, as the real effects of the Gulf War, and the spike in fuel prices are yet to hit the rear-facing data as reported...
Is An Economic Crisis Incoming?
15 Apr 2026
Contributed by Lukas
As the Gulf War hangs in the balance and the Straits of Hormoz remain shut, or nearly so, economists are having a field day with a tranche of gloomy e...
DFA Live Q&A HD Replay: The Money Of War Versus The Money Of Peace: With Adam Stokes
14 Apr 2026
Contributed by Lukas
In this live show edit we examined the consequence of the Gulf War in the light of Crypto being used to pay for passage across the Straits. This is co...
Its Edwin’s Monday Evening Property Rant!
13 Apr 2026
Contributed by Lukas
This week Edwin, our property insider and I dive into the latest from the government on advertising relating to the fuel situation, and for foreign fi...
Tick-Tock: Home Prices Under Pressure As Markets Fade.
12 Apr 2026
Contributed by Lukas
Last week we got articles suggesting that buyers worry about the ongoing conflict in the Middle East and sellers rushing to offload their homes have c...
Markets Wrestle With Alternate Realities As “Peace Talks” Hopes Belie The Incoming Economic Storm!
11 Apr 2026
Contributed by Lukas
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 w...
How Many Porky Loans Do The Banks Really Hold?
10 Apr 2026
Contributed by Lukas
For some long time, there have been questions about the quality of mortgage loans held by Australian banks. Underwriting standards require them to mak...
Navigating The Uncertainty Principle!
09 Apr 2026
Contributed by Lukas
Markets have been volatile, with Oil and LNG lower in price on the announcement of the temporary ceasefire, and then higher as the question of whether...
The Game Of Thrones Takes Another Turn!
08 Apr 2026
Contributed by Lukas
We look at the impact of the temporary ceasefire in the Gulf War as part of our monthly economic update, recorded with Nuggets News. This is my edit o...
DFA Live Q&A: Investing During A “Game Of Thrones” Gulf War: With Damien Klassen
07 Apr 2026
Contributed by Lukas
In this live show we examined the markets in the context of the current Gulf War, and the “Game of Thrones” energy battle now underway. I ...
Its Edwin’s Monday Evening Property Rant!
06 Apr 2026
Contributed by Lukas
Despite the long weekend, Edwin and I are back for another deep dive into the world of property. This week we look at the latest numbers, which seem t...
Household Financial Stress BEFORE The Storm…
05 Apr 2026
Contributed by Lukas
We have updated our surveys and modelling to the end of March 2026, effectively the last month before the incoming rate rises, fuel increases and infl...
Markets Ride The Volatility Rollercoaster, With No Visible Support!
04 Apr 2026
Contributed by Lukas
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 w...
The Omnishambles Incoming: With Tarric Brooker
03 Apr 2026
Contributed by Lukas
In the next edition of our show, Journalist Tarric Brooker and I discuss the real implications of the Gulf War on Australia. Using his great slides, w...
Stagflation Incoming: Brace, Brace, Brace!
02 Apr 2026
Contributed by Lukas
The outlook looks pretty gloomy, thanks to the War in the Gulf. We got a spate of leaders addressing their respective nations about the economic situa...
The Conspiracy Of The UniParty To Kill Cash: With Robbie Barwick
01 Apr 2026
Contributed by Lukas
Yesterday we saw the UniParty in action, as the weak cash bill was passed in the Senate, with the support of Labor and Liberal Nationals, despite earl...
DFA Live Q&A HD Replay: Surviving When Things Fall Apart: With Tony Locantro
31 Mar 2026
Contributed by Lukas
In this live show we examined the consequences of the Gulf War on Investing, the economy and life in general, with Investment Manager Tony Locantro. T...
Its Edwin’s Monday Evening Property Rant!
30 Mar 2026
Contributed by Lukas
This week we dive into the latest economic and property data and ask whether the doom and gloom which is hanging over the market is justified. We cons...
Will Australian Property Take A Bath?
29 Mar 2026
Contributed by Lukas
Frankly, trying to forecast where the Australian economy might go when the situation in Iran changes every hour is not easy. But it does seem likely t...
Markets Reach Correction Territory And Find No Place To Hide!
28 Mar 2026
Contributed by Lukas
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 w...
More Pain Incoming As Gulf War Hangs Around.
27 Mar 2026
Contributed by Lukas
Fears of economic strain are growing across the globe as the United States-Israel war on Iran nears the one-month mark. The escalating conflict in the...
Its Mad Max Versus The Housing Market: With Leith van Onselen
26 Mar 2026
Contributed by Lukas
Chief Economist Leith van Onselen, co-founder of Macrobusiness joins me for a deep dive into the latest situation across the Australian economy, as hi...
We Have An Inflation Problem; And More…
25 Mar 2026
Contributed by Lukas
As expected according to the latest monthly inflation data from the ABS released today, Australian inflation remained elevated in February which under...
The Senate Fire-Fight In The War On Cash: With Robbie Barwick
25 Mar 2026
Contributed by Lukas
There were shenanigans in the Senate relating to the future of cash, and it highlights the games people play to keep the banks sweet, despite the need...
DFA Live Q&A HD Replay: Mad Max Versus The Australian Property Market: A Quickie…
24 Mar 2026
Contributed by Lukas
In this live show we examined the consequences of the RBA rate hike, and the broader impact of the Gulf War on Australians, and their fixation with pr...
Its Edwin’s Monday Evening Property Rant!
23 Mar 2026
Contributed by Lukas
As the Gulf War morphs we examine the impact on property in Australia, with specific reference to Sydney with our property insider Edwin Almeida. Once...
Markets Swoon, Lost In A Fog Of War And Recession Fears.
21 Mar 2026
Contributed by Lukas
War does not run to a script. Not least because all parties have a say about what happens next. Mohamed El-Erian said on X: “Consensus is shifting, ...
Are We Up The Creek Without A Paddle? With Tarric Brooker
20 Mar 2026
Contributed by Lukas
Today we look at the lasting impact of the Gulf War with journalist Tarric Brooker, and discover that Australia is almost uniquely exposed thanks to p...
Australian Population Booms As Unemployment Rises: But…
19 Mar 2026
Contributed by Lukas
Today we got the latest data from the ABS on employment and population. While Australian unemployment stayed relatively low in February as job gains c...
Australia Must Get Serious Before It Is Too Late! With Robbie Barwick
19 Mar 2026
Contributed by Lukas
Against the backcloth of the Gulf War, Robbie Barwick, National Chairman;National Research Director and 2025 Senate Candidate for Victoria for the Aus...
Financial Markets: Is It Time To Panic Yet? With Damien Klassen
18 Mar 2026
Contributed by Lukas
I caught up with Head of Investments at Walk The World Funds and Nucleus Wealth to discuss the latest on the financial markets, as the Gulf war contin...
DFA Live Q&A Replay: Playing The Property Game In A Changing World: With Chris Bates
17 Mar 2026
Contributed by Lukas
In this edit of a live show we examined the big changes lurking over the property market, including the sudden lift in interest rates and decreased af...
Its Edwin’s Monday Evening Property Rant!
16 Mar 2026
Contributed by Lukas
In today’s show property insider Edwin Almeida and I discuss the “real estate virus” and how it mutates faster than regulators attem...
Slowly, Then Quickly As “Fear Grips” The Property Market!
15 Mar 2026
Contributed by Lukas
Suddenly the media reporting on auction clearance statistics for the weekend have changed. For example, the AFR trumpets “‘Fear and anxiety’ gri...
Markets, Households & Businesses All Held Over A Barrel!
14 Mar 2026
Contributed by Lukas
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 w...
The EV Versus Oil Toss-Up; In The Current Context: With Damian Klassen
13 Mar 2026
Contributed by Lukas
With the current oil price spiking thanks to the current Middle East conflict, Head of Investments from Nucleus Wealth and Walk The World Funds, Damie...
Property Investors And Property Renters BOTH Being Crushed!
12 Mar 2026
Contributed by Lukas
Our latest surveys highlight that BOTH property renters AND property investors are facing significant challenges, given the low levels of supply, risi...
Hold On! Rates And Inflation Are Going Up! But Why?
11 Mar 2026
Contributed by Lukas
Sorry to say, but households, already under the pump as I discussed in my live show yesterday are going to face more pain in the months ahead as inter...
DFA Live Q&A HD Replay: Mapping Household Finances As Pressures Rise And Incomes Fall!
10 Mar 2026
Contributed by Lukas
In this edit of a live show we examined the latest data from our surveys, and the distribution of financial stress across the country. With the prospe...
Its Edwin’s Monday Evening Property Rant!
09 Mar 2026
Contributed by Lukas
In tonight’s rant Edwin, our property insider and I discuss the latest from the middle east and specifically how it may impact Australia, and Au...
Brace: Markets Caught In A Volatile Trap As War, Jobs And Credit Risks All Hit!
08 Mar 2026
Contributed by Lukas
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...
Truth And Lies About The Property Market
08 Mar 2026
Contributed by Lukas
The Australian Property appears to be at an inflection point, with prices in Melbourne and Sydney at an aggregate level stalling, and growth easing el...
Its The End Of The World As We Know It! With Tarric Brooker
06 Mar 2026
Contributed by Lukas
Recent events surrounding Iran are the core of this weeks discussion with journalist Tarric Brooker. Using his great slides we dive into the potential...
What They Don’t Tell You About Household Spending!
05 Mar 2026
Contributed by Lukas
Today we got the latest data from the ABS relating to Household Spending . Overall, the story continues, with households spending more on things they ...
Stronger Growth In the Rear View Mirror, Yes, But…
04 Mar 2026
Contributed by Lukas
Well, well, the government maybe celebrating strong economic growth figures, but it makes it more likely the RBA will increase rates sooner rather tha...
DFA Live Q&A HD Replay: Investing In A Time Of Conflict: With Damien Klassen
03 Mar 2026
Contributed by Lukas
This is an edit of a live show where I was be joined by Head of Investments At Nucleus Wealth and Walk The World Funds, Damien Klassen. We examined th...
Its Edwin’s Monday Evening Property Rant!
02 Mar 2026
Contributed by Lukas
In our latest property rant, property insider Edwin Almeida and I discuss the rise (sic) of high-rise, noise and other pressures in apartment living, ...
Will Changes To CGT Spook The Property Market?
01 Mar 2026
Contributed by Lukas
First introduced in the 1980s, capital gains tax (CGT) is back in the headlines in early 2026 because potential changes to CGT rules are being discuss...
Here Come The Cockroaches: Stagflation City Ahead!
28 Feb 2026
Contributed by Lukas
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 wa...
Spinning Australia Into Oblivion!
27 Feb 2026
Contributed by Lukas
Earlier in the week we got the latest monthly release from the ABS on inflation, which I briefly covered in the economic update show earlier. These fi...
No Housing For You, Or You, Or You!
26 Feb 2026
Contributed by Lukas
Another report on the housing crisis, this one from Domain, who just released their first-home buyer report 2026. So, we look at their findings and co...
Its A Clown Show! Economic Update February 2026
25 Feb 2026
Contributed by Lukas
This is my edit our our monthly economic and housing update recorded with Nuggets News. In this edition we examine the State of the Union, AI, Market ...
Its Edwin’s Monday Evening Property Rant!
23 Feb 2026
Contributed by Lukas
In our latest show with Property Insider Edwin Almeida, we bell the cat on bad practices in the real estate industry, examine the impact of planning c...
Hot Property Market: Or Not?
22 Feb 2026
Contributed by Lukas
The latest auction clearance rate data for the week to 22nd February 2026 showed that of the 2,831 listed auctions across the country according to Cot...
Markets Look Past Tariff Mayhem For Now; But…
21 Feb 2026
Contributed by Lukas
So, on the surface at least, market reaction to news that the US Supreme Court has struck down President Donald Trump’s infamous tariff regime looks...
Is Australia Doomed? With Tarric Brooker
20 Feb 2026
Contributed by Lukas
I am joined by Journalist Tarric Brooker to examine the latest data with a deep focus on what is happening to those aged 25-34, in terms of income, bi...
Jobs, Jobs, Jobs, Means More Rate Hikes Incoming!
19 Feb 2026
Contributed by Lukas
Mortgage Holders should brace for more hikes in the cash rate this year as today we got the latest data from the ABS relating to the Labour market, th...
15 Years Of “No Real Income Growth”?
18 Feb 2026
Contributed by Lukas
I highlighted last week the arcane discussion in Senate estimates about measuring earnings growth across the Australian economy. Senator Canavan sugge...
DFA Live Q&A Replay: Australia’s Future In The Balance; Act Now! With Robbie Barwick
17 Feb 2026
Contributed by Lukas
This is an edit of a live show where I was joined by Robbie Barwick and we examined the current apparent rise of the Police State, the removal of civi...
Property Rant Special: Caveat Emptor: Is It A Myth In 2026?
16 Feb 2026
Contributed by Lukas
In a special show I am joined by Jennie Tonner, a Licensed Conveyancer and President of the NSW Association, as well as property insider Edwin Almeida...
Don’t Get Caught As The Property Market Turns!
15 Feb 2026
Contributed by Lukas
First we have the latest round of auction clearance rates in from the weekend sales, from both Domain and Cotality. Of course, not all results have la...
Volatility, Rise And Repeat…
14 Feb 2026
Contributed by Lukas
Another week and more volatility, as fears over AI investment profiles and wildfire AI disruption rippled across sectors including insurance brokers, ...