Digital Finance Analytics (DFA) Blog

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, ...

Who Is Gaslighting Who?

13 Feb 2026

Contributed by Lukas

The Senate Estimates process is always worth a watch, as it can be more spicy than the Lower House version, where entities from the RBA through to Tre...

People-Based QE Is The Name Of The Game!

12 Feb 2026

Contributed by Lukas

In a desperate attempt to keep GDP growth positive, Australia has been upping their intake of people into the country, especially since the COVID year...

Home Lending Boomed Higher Before The RBA Hiked!

11 Feb 2026

Contributed by Lukas

We finally got the 4th Quarter Lending Stats from the ABS, checks calendar, in the middle of February, and while there was an increase in first homebu...

DFA Live Q&A HD Replay: A Deep Dive Into Our Household And Property Data

10 Feb 2026

Contributed by Lukas

This is an edit of a live show where I walked though our latest household finance and property analysis with a focus on price and financial, mortgage ...

Its Edwin’s Monday Evening Property Rant!

09 Feb 2026

Contributed by Lukas

In this edition, our property insider Edwin Almeida and I dig into the impact of AI, the need for caveat emptor, analysis of the latest numbers, and t...

The “Hot” Auctions, Which Are Not So Hot…

08 Feb 2026

Contributed by Lukas

The media was full of “news” about auction clearance rates this week, claiming that despite the RBA rate rise in the week, things were still hot a...

Market Calisthenics, As Investors Buy Dips, Rotate, And Speculate!

07 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...

An Astounding Revelation! With Tarric Brooker…

06 Feb 2026

Contributed by Lukas

In our latest Friday afternoon discussion Journalist Tarric Brooker and I take a deep dive into the latest data, with some surprising results. Beyond ...

Markets Turn The Uncertainty Dial Up. Again…

05 Feb 2026

Contributed by Lukas

MSCI’s broadest index of Asia-Pacific shares outside Japan skidded 1%. South Korea’s KOSPI tumbled 1.7% and Taiwanese shares lost 0.7%. Chinese bl...

Home Prices: Busted???

04 Feb 2026

Contributed by Lukas

The threat of interest rate hikes could already be impacting the housing market, with fresh figures showing runaway prices are starting to cool. Of co...

DFA Live Q&A HD Replay: Investing In A Time Of Gold And Silver Roller-coasters: With Damian Klassen

03 Feb 2026

Contributed by Lukas

This is an edit of a live show I was joined by Head of Investments for Walk The World Funds And Nucleus Wealth, Damian Klassen, as we parsed the recen...

Down The Rabbit Hole: Where Does Power Actually Lay?

02 Feb 2026

Contributed by Lukas

In another of our occasional series of discussions with my friend George, we explore the role and source of political and economic power in the world,...

Its Edwin’s Monday Evening Property Rant!

02 Feb 2026

Contributed by Lukas

Edwin and I discuss the impact of potential rate hikes, which are not certain, but probable. What is clear though, despite the pressure on many househ...

Its D-Day For The Australian Economy!

01 Feb 2026

Contributed by Lukas

The RBA may well lift interest rates on Tuesday, so we dive into the data to examine what is going wrong, and who is to blame, as calls to the Nationa...

Enough Already! Markets See A Years Turmoil In A Month!

31 Jan 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...

Stop Them Building The Authoritarian Architecture Block By Block: With Robbie Barwick

30 Jan 2026

Contributed by Lukas

The Australian Police State is being built block by block, and another step is currently in play. In this important show, I am joined by Robert Barwic...

This Ain’t Normal! An Economic Update…

29 Jan 2026

Contributed by Lukas

My first economic update with Nuggets News for 2026 where we explore the ructions in markets, the new Neo-mercantile philosophies which are being roll...

Rates Will Rise, But Let’s Play Some Numberwang On The CPI Too…

28 Jan 2026

Contributed by Lukas

Today we got the latest CPI data from the ABS, and it was a bit of a shocker, as the Consumer Price Index (CPI) rose 3.8 per cent in the 12 months to ...

DFA Live Q&A HD Replay: Who’s Feeding The Housing Monster? With Leith van Onselen

27 Jan 2026

Contributed by Lukas

This is an edit of our latest live show where we went deep into the dynamics of unaffordable housing and what can be done about it. I was joined by Ch...

Its Edwin’s Monday Evening Property Rant!

26 Jan 2026

Contributed by Lukas

Edwin, fresh back from his China trip, shares his insights from the visit, as we look at the ramp up in property activity across the country after the...

The Inconvenient Truth About Property Investing In Australia!

25 Jan 2026

Contributed by Lukas

Whilst Property investing in Australia can deliver long‑term gains, investing does carry real, measurable costs and risks. In addition, taxpayer‑b...

From TACO To TUNA: The Markets’ Adventures In TrumpLand!

24 Jan 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...

It’s Australia’s “Davros” Moment; With Tarric Brooker…

23 Jan 2026

Contributed by Lukas

Journalist Tarric Brooker and I parse recent events, and with the help of his data slides, get deep and dirty into global power plays, the status of r...

Mortgage Rates Are On Their Way Up; Thanks Jim!

22 Jan 2026

Contributed by Lukas

More data today, and more signs that rate hikes are coming as Australian unemployment unexpectedly fell in December as the economy added more jobs tha...

Markets Twitch As Relationships Rupture, Or Is It Just The Yen Bond Problem?

21 Jan 2026

Contributed by Lukas

A quick look at the markets shows US the dollar languished near three-week lows against the euro and Swiss franc with a 0.53% slide in the dollar inde...

12.3 Million Australian Households Are Living In Economic Armageddon

20 Jan 2026

Contributed by Lukas

We just released a deep dive into Australian Households and their financial distress over on our channel “In The Interests Of The People”....

DFA Live Q&A HD Replay: Are The Tides Turning On Australian Property?

20 Jan 2026

Contributed by Lukas

This is an edit of a live show where we went deep into the change in the property weather which it seems is underway. I was joined by Aaron Scott from...

Its Edwin’s Monday Evening Property Rant!

19 Jan 2026

Contributed by Lukas

This week we catch up with Edwin in transit to China as we look at the latest property and finance news. There seems to be a whole bank of black swans...

Could An Alien Invasion Spark A Banking Crisis?

18 Jan 2026

Contributed by Lukas

Talking of Black Swan Events, as I did in yesterdays market review, I came across an article in the Times which suggested that there was a risk of fin...

Financial Markets: Are Liquidity Black Swans Emerging?

17 Jan 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 on the way....

Housing Crisis Or Population Crisis?

16 Jan 2026

Contributed by Lukas

The ABS released the latest Australian net long term and permanent arrivals data for November and revealed the highest level ever for that particular ...

Pop Goes Those Fixed Rate Mortgages…

15 Jan 2026

Contributed by Lukas

Given what I have been highlighting about the pivot in interest rate expectations, following the last RBA presser and the flow of economic data, plus ...

No Rate Cuts? The Inflation Genie IS Still Out The Bottle!

14 Jan 2026

Contributed by Lukas

The latest data from the US BLS showed that superficially the core consumer price index, regarded as a measure of underlying inflation because it stri...

DFA Live Q&A HD Replay: Households Haunted By Debt: Which Post Codes Are Worse?

13 Jan 2026

Contributed by Lukas

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 ...

Its Edwin’s Monday Evening Property Rant!

12 Jan 2026

Contributed by Lukas

Our property insider Edwin and I discuss the latest media spin on property compared with the granular reality, consider the implications of the high-r...

Markets Soar Into 2026 As Politics And Power Plays Trumps Economics!

10 Jan 2026

Contributed by Lukas

The fourth-quarter US reporting season kicks off with JPMorgan set to report before the opening bell in New York on Tuesday. Strategas Securities’ R...

The Beatings Will Continue Until Morale Improves! With Tarric Brooker

09 Jan 2026

Contributed by Lukas

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 t...

Labor’s “Shoot Ready Aim” Housing Policy Did Lift Home Prices!

08 Jan 2026

Contributed by Lukas

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 fo...

Don’t Be Fooled By The Latest CPI Read; Rate Hikes Are Coming!

07 Jan 2026

Contributed by Lukas

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 du...

DFA Live Q&A Replay: Investing In An Age Of Rising Imperialism: With Damien Klassen

06 Jan 2026

Contributed by Lukas

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 ev...

Its Edwin’s Monday Evening Property Rant!

05 Jan 2026

Contributed by Lukas

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 co...

6 Levers To Pull To Boost Your Finances In 2026

04 Jan 2026

Contributed by Lukas

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 ...

Volatility And Uncertainly; The Watchwords For Markets In 2026!

03 Jan 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...