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        <title>Digital Finance Analytics (DFA) Blog</title>
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        <link>https://www.digitalfinanceanalytics.com/</link>
        <description>We discuss the latest finance and digital business news, with a distinctively Australian flavour</description>
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        <copyright>© 2021Digital Finance Analytics (DFA) Blog</copyright>
        
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                <title>Digital Finance Analytics (DFA) Blog</title>
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                <itunes:subtitle>We discuss the latest finance and digital business news, with a distinctively Australian flavour</itunes:subtitle>
        <itunes:author>Martin North</itunes:author>
        <itunes:type>episodic</itunes:type>
        <itunes:summary>We discuss the latest finance and digital business news, with a distinctively Australian flavour</itunes:summary>
        <itunes:owner>
            <itunes:name>Digital Finance Analytics (DFA)</itunes:name>
            <itunes:email>mnorth@digitalfinanceanalytics.com</itunes:email>
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                                    <item>
                <title>
                    <![CDATA[Markets Are Leaping From Bubble To Bubble; Just Don’t Look Down!]]>
                </title>
                <pubDate>Sat, 30 May 2026 13:56:21 +0000</pubDate>
                <dc:creator>Martin North</dc:creator>
                <guid isPermaLink="true">
                    https://permalink.castos.com/podcast/2244/episode/2478904</guid>
                                    <link>https://digital-finance-analytics-dfa-blog-11.castos.com/episodes/markets-are-leaping-from-bubble-to-bubble-just-dont-look-down</link>
                                <description>
                                            <![CDATA[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. Financial markets have become little more than a series of bubbles, with investors jumping from one to the next. We had a bubble in software which morphed into the Big Five, or FAANG bubble, which became the Magnificent Seven bubble, which has given way to the bubble in computer chip and memory stocks that sent Wall Street to fresh record highs. In fact, the Schiller PE Ratio, is close to the year 2000 […]]]>
                                    </description>
                <itunes:subtitle>
                    <![CDATA[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. Financial markets have become little more than a series of bubbles, with investors jumping from one to the next. We had a bubble in software which morphed into the Big Five, or FAANG bubble, which became the Magnificent Seven bubble, which has given way to the bubble in computer chip and memory stocks that sent Wall Street to fresh record highs. In fact, the Schiller PE Ratio, is close to the year 2000 […]]]>
                </itunes:subtitle>
                                    <itunes:episodeType>full</itunes:episodeType>
                                <itunes:title>
                    <![CDATA[Markets Are Leaping From Bubble To Bubble; Just Don’t Look Down!]]>
                </itunes:title>
                                                <itunes:explicit>false</itunes:explicit>
                <content:encoded>
                    <![CDATA[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. Financial markets have become little more than a series of bubbles, with investors jumping from one to the next. We had a bubble in software which morphed into the Big Five, or FAANG bubble, which became the Magnificent Seven bubble, which has given way to the bubble in computer chip and memory stocks that sent Wall Street to fresh record highs. In fact, the Schiller PE Ratio, is close to the year 2000 […]]]>
                </content:encoded>
                                    <enclosure url="https://episodes.castos.com/dfa/2478904/c1e-90xoh2p251fw0ggk-jpx7gp48u645-h3ekig.mp3" length="29393128"
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                    </enclosure>
                                <itunes:summary>
                    <![CDATA[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. Financial markets have become little more than a series of bubbles, with investors jumping from one to the next. We had a bubble in software which morphed into the Big Five, or FAANG bubble, which became the Magnificent Seven bubble, which has given way to the bubble in computer chip and memory stocks that sent Wall Street to fresh record highs. In fact, the Schiller PE Ratio, is close to the year 2000 […]]]>
                </itunes:summary>
                                                                            <itunes:duration>00:20:13</itunes:duration>
                                                    <itunes:author>
                    <![CDATA[Martin North]]>
                </itunes:author>
                            </item>
                    <item>
                <title>
                    <![CDATA[In The Battle Of The Old V’s The New World, There Are More Losers Than Winners: With Tarric Brooker]]>
                </title>
                <pubDate>Fri, 29 May 2026 17:57:56 +0000</pubDate>
                <dc:creator>Martin North</dc:creator>
                <guid isPermaLink="true">
                    https://permalink.castos.com/podcast/2244/episode/2478216</guid>
                                    <link>https://digital-finance-analytics-dfa-blog-11.castos.com/episodes/in-the-battle-of-the-old-vs-the-new-world-there-are-more-losers-than-winners-with-tarric-brooker</link>
                                <description>
                                            <![CDATA[Journalist Tarric Brooker and I dive into the latest economic and political news this Friday, reflecting on the state of play in the Straits of Hormuz, the fall-out from the budget and the misdirection which is implied and discuss the New Zealand Reserve Bank decision this week, which underscores the divergent path of the Australian and New Zealand policy settings. You can find Tarric’s excellent slides here: https://x.com/AvidCommentator/status/2060250971532640271 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/ Find more at https://digitalfinanceanalytics.com/blog/ where you can subscribe to our research alerts]]>
                                    </description>
                <itunes:subtitle>
                    <![CDATA[Journalist Tarric Brooker and I dive into the latest economic and political news this Friday, reflecting on the state of play in the Straits of Hormuz, the fall-out from the budget and the misdirection which is implied and discuss the New Zealand Reserve Bank decision this week, which underscores the divergent path of the Australian and New Zealand policy settings. You can find Tarric’s excellent slides here: https://x.com/AvidCommentator/status/2060250971532640271 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/ Find more at https://digitalfinanceanalytics.com/blog/ where you can subscribe to our research alerts]]>
                </itunes:subtitle>
                                    <itunes:episodeType>full</itunes:episodeType>
                                <itunes:title>
                    <![CDATA[In The Battle Of The Old V’s The New World, There Are More Losers Than Winners: With Tarric Brooker]]>
                </itunes:title>
                                                <itunes:explicit>false</itunes:explicit>
                <content:encoded>
                    <![CDATA[Journalist Tarric Brooker and I dive into the latest economic and political news this Friday, reflecting on the state of play in the Straits of Hormuz, the fall-out from the budget and the misdirection which is implied and discuss the New Zealand Reserve Bank decision this week, which underscores the divergent path of the Australian and New Zealand policy settings. You can find Tarric’s excellent slides here: https://x.com/AvidCommentator/status/2060250971532640271 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/ Find more at https://digitalfinanceanalytics.com/blog/ where you can subscribe to our research alerts]]>
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                                    <enclosure url="https://episodes.castos.com/dfa/2478216/c1e-vzogt52726u355k3-345o5779sg62-in8w9c.mp3" length="119798340"
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                                <itunes:summary>
                    <![CDATA[Journalist Tarric Brooker and I dive into the latest economic and political news this Friday, reflecting on the state of play in the Straits of Hormuz, the fall-out from the budget and the misdirection which is implied and discuss the New Zealand Reserve Bank decision this week, which underscores the divergent path of the Australian and New Zealand policy settings. You can find Tarric’s excellent slides here: https://x.com/AvidCommentator/status/2060250971532640271 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/ Find more at https://digitalfinanceanalytics.com/blog/ where you can subscribe to our research alerts]]>
                </itunes:summary>
                                                                            <itunes:duration>01:23:07</itunes:duration>
                                                    <itunes:author>
                    <![CDATA[Martin North]]>
                </itunes:author>
                            </item>
                    <item>
                <title>
                    <![CDATA[RBNZ Hawkish Rate Hold Spells Higher Rates Ahead… But…]]>
                </title>
                <pubDate>Thu, 28 May 2026 17:42:43 +0000</pubDate>
                <dc:creator>Martin North</dc:creator>
                <guid isPermaLink="true">
                    https://permalink.castos.com/podcast/2244/episode/2477269</guid>
                                    <link>https://digital-finance-analytics-dfa-blog-11.castos.com/episodes/rbnz-hawkish-rate-hold-spells-higher-rates-ahead-but</link>
                                <description>
                                            <![CDATA[The New Zealand Reserve Bank Monetary Policy Committee voted to hold the OCR at 2.25 percent. Interestingly the decision was a split vote between holding and hiking. Governor Breman who is Chair of the Monetary Policy Committee (MPC) on-hold vote was the tiebreaker, separating the views of external members and banks staff. The three external members are voted to hike whereas the three internal members voted to hold. This is the first time the specific votes were reported in the notes from the meeting. The Statement highlighted the dilemma facing many central banks at the moment as to how to respond […]]]>
                                    </description>
                <itunes:subtitle>
                    <![CDATA[The New Zealand Reserve Bank Monetary Policy Committee voted to hold the OCR at 2.25 percent. Interestingly the decision was a split vote between holding and hiking. Governor Breman who is Chair of the Monetary Policy Committee (MPC) on-hold vote was the tiebreaker, separating the views of external members and banks staff. The three external members are voted to hike whereas the three internal members voted to hold. This is the first time the specific votes were reported in the notes from the meeting. The Statement highlighted the dilemma facing many central banks at the moment as to how to respond […]]]>
                </itunes:subtitle>
                                    <itunes:episodeType>full</itunes:episodeType>
                                <itunes:title>
                    <![CDATA[RBNZ Hawkish Rate Hold Spells Higher Rates Ahead… But…]]>
                </itunes:title>
                                                <itunes:explicit>false</itunes:explicit>
                <content:encoded>
                    <![CDATA[The New Zealand Reserve Bank Monetary Policy Committee voted to hold the OCR at 2.25 percent. Interestingly the decision was a split vote between holding and hiking. Governor Breman who is Chair of the Monetary Policy Committee (MPC) on-hold vote was the tiebreaker, separating the views of external members and banks staff. The three external members are voted to hike whereas the three internal members voted to hold. This is the first time the specific votes were reported in the notes from the meeting. The Statement highlighted the dilemma facing many central banks at the moment as to how to respond […]]]>
                </content:encoded>
                                    <enclosure url="https://episodes.castos.com/dfa/2477269/c1e-d5pgio1k5nb099rv-258xd2wgujxj-vtxkwi.mp3" length="29414617"
                        type="audio/mpeg">
                    </enclosure>
                                <itunes:summary>
                    <![CDATA[The New Zealand Reserve Bank Monetary Policy Committee voted to hold the OCR at 2.25 percent. Interestingly the decision was a split vote between holding and hiking. Governor Breman who is Chair of the Monetary Policy Committee (MPC) on-hold vote was the tiebreaker, separating the views of external members and banks staff. The three external members are voted to hike whereas the three internal members voted to hold. This is the first time the specific votes were reported in the notes from the meeting. The Statement highlighted the dilemma facing many central banks at the moment as to how to respond […]]]>
                </itunes:summary>
                                                                            <itunes:duration>00:20:20</itunes:duration>
                                                    <itunes:author>
                    <![CDATA[Martin North]]>
                </itunes:author>
                            </item>
                    <item>
                <title>
                    <![CDATA[DFA Live Q&A HD Replay: Property Winners & Losers With Veronica Morgan]]>
                </title>
                <pubDate>Tue, 26 May 2026 18:52:59 +0000</pubDate>
                <dc:creator>Martin North</dc:creator>
                <guid isPermaLink="true">
                    https://permalink.castos.com/podcast/2244/episode/2475824</guid>
                                    <link>https://digital-finance-analytics-dfa-blog-11.castos.com/episodes/dfa-live-qampa-hd-replay-property-winners-amp-losers-with-veronica-morgan</link>
                                <description>
                                            <![CDATA[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 other economic factors, and explored who are the winners and losers, with Veronica Morgan the Founder and Principal of Good Deeds Property Buyers. She is also the co-host of the popular series Location Location Location Australia with Bryce Holdaway and Relocation Relocation Australia on Foxtel’s The Lifestyle Channel Australia. You can also tune into Veronica as she co-hosts the Your First Home Buyer Guide podcast &amp; The Elephant in the Room property podcast, https://veronicamorgan.com.au […]]]>
                                    </description>
                <itunes:subtitle>
                    <![CDATA[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 other economic factors, and explored who are the winners and losers, with Veronica Morgan the Founder and Principal of Good Deeds Property Buyers. She is also the co-host of the popular series Location Location Location Australia with Bryce Holdaway and Relocation Relocation Australia on Foxtel’s The Lifestyle Channel Australia. You can also tune into Veronica as she co-hosts the Your First Home Buyer Guide podcast & The Elephant in the Room property podcast, https://veronicamorgan.com.au […]]]>
                </itunes:subtitle>
                                    <itunes:episodeType>full</itunes:episodeType>
                                <itunes:title>
                    <![CDATA[DFA Live Q&A HD Replay: Property Winners & Losers With Veronica Morgan]]>
                </itunes:title>
                                                <itunes:explicit>false</itunes:explicit>
                <content:encoded>
                    <![CDATA[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 other economic factors, and explored who are the winners and losers, with Veronica Morgan the Founder and Principal of Good Deeds Property Buyers. She is also the co-host of the popular series Location Location Location Australia with Bryce Holdaway and Relocation Relocation Australia on Foxtel’s The Lifestyle Channel Australia. You can also tune into Veronica as she co-hosts the Your First Home Buyer Guide podcast &amp; The Elephant in the Room property podcast, https://veronicamorgan.com.au […]]]>
                </content:encoded>
                                    <enclosure url="https://episodes.castos.com/dfa/2475824/c1e-02jzf7vw7mb1z56o-xxk559z6svn9-vunqe6.mp3" length="95234366"
                        type="audio/mpeg">
                    </enclosure>
                                <itunes:summary>
                    <![CDATA[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 other economic factors, and explored who are the winners and losers, with Veronica Morgan the Founder and Principal of Good Deeds Property Buyers. She is also the co-host of the popular series Location Location Location Australia with Bryce Holdaway and Relocation Relocation Australia on Foxtel’s The Lifestyle Channel Australia. You can also tune into Veronica as she co-hosts the Your First Home Buyer Guide podcast & The Elephant in the Room property podcast, https://veronicamorgan.com.au […]]]>
                </itunes:summary>
                                                                            <itunes:duration>01:06:08</itunes:duration>
                                                    <itunes:author>
                    <![CDATA[Martin North]]>
                </itunes:author>
                            </item>
                    <item>
                <title>
                    <![CDATA[Its Edwin's Monday Evening Property Rant!]]>
                </title>
                <pubDate>Mon, 25 May 2026 13:55:38 +0000</pubDate>
                <dc:creator>Martin North</dc:creator>
                <guid isPermaLink="true">
                    https://permalink.castos.com/podcast/2244/episode/2474344</guid>
                                    <link>https://digital-finance-analytics-dfa-blog-11.castos.com/episodes/its-edwins-monday-evening-property-rant-136</link>
                                <description>
                                            <![CDATA[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 clear property winners and losers. For more on that, check out my live show with Veronica Morgan tomorrow: https://youtube.com/live/pn-Sk_8XjWE 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 Ribbon Property Consultants standing along side you. Buying property, is both challenging and adversarial. The vendor has a professional on their side. Emotions run high – price discovery and […]]]>
                                    </description>
                <itunes:subtitle>
                    <![CDATA[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 clear property winners and losers. For more on that, check out my live show with Veronica Morgan tomorrow: https://youtube.com/live/pn-Sk_8XjWE 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 Ribbon Property Consultants standing along side you. Buying property, is both challenging and adversarial. The vendor has a professional on their side. Emotions run high – price discovery and […]]]>
                </itunes:subtitle>
                                    <itunes:episodeType>full</itunes:episodeType>
                                <itunes:title>
                    <![CDATA[Its Edwin's Monday Evening Property Rant!]]>
                </itunes:title>
                                                <itunes:explicit>false</itunes:explicit>
                <content:encoded>
                    <![CDATA[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 clear property winners and losers. For more on that, check out my live show with Veronica Morgan tomorrow: https://youtube.com/live/pn-Sk_8XjWE 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 Ribbon Property Consultants standing along side you. Buying property, is both challenging and adversarial. The vendor has a professional on their side. Emotions run high – price discovery and […]]]>
                </content:encoded>
                                    <enclosure url="https://episodes.castos.com/dfa/2474344/c1e-m16dc41r2puo2rw9-258pm7g6b12q-jijfcl.mp3" length="100752383"
                        type="audio/mpeg">
                    </enclosure>
                                <itunes:summary>
                    <![CDATA[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 clear property winners and losers. For more on that, check out my live show with Veronica Morgan tomorrow: https://youtube.com/live/pn-Sk_8XjWE 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 Ribbon Property Consultants standing along side you. Buying property, is both challenging and adversarial. The vendor has a professional on their side. Emotions run high – price discovery and […]]]>
                </itunes:summary>
                                                                            <itunes:duration>01:09:53</itunes:duration>
                                                    <itunes:author>
                    <![CDATA[Martin North]]>
                </itunes:author>
                            </item>
                    <item>
                <title>
                    <![CDATA[Now Home Prices Are Sliding, Who Takes The Fall?]]>
                </title>
                <pubDate>Sun, 24 May 2026 12:14:27 +0000</pubDate>
                <dc:creator>Martin North</dc:creator>
                <guid isPermaLink="true">
                    https://permalink.castos.com/podcast/2244/episode/2473547</guid>
                                    <link>https://digital-finance-analytics-dfa-blog-11.castos.com/episodes/now-home-prices-are-sliding-who-takes-the-fall</link>
                                <description>
                                            <![CDATA[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 years is now in pieces, as more data shows momentum building towards a significant correction. The latest from Cotality’s dwelling values index shows we are building towards a significant correction, across the 5-capital cities aggregate index, although there are significant variations across cities and property types. My point is that prices were already turning lower, thanks to the higher interest rates imposed by the RBA, who is chasing stubbornly higher inflation driven by high […]]]>
                                    </description>
                <itunes:subtitle>
                    <![CDATA[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 years is now in pieces, as more data shows momentum building towards a significant correction. The latest from Cotality’s dwelling values index shows we are building towards a significant correction, across the 5-capital cities aggregate index, although there are significant variations across cities and property types. My point is that prices were already turning lower, thanks to the higher interest rates imposed by the RBA, who is chasing stubbornly higher inflation driven by high […]]]>
                </itunes:subtitle>
                                    <itunes:episodeType>full</itunes:episodeType>
                                <itunes:title>
                    <![CDATA[Now Home Prices Are Sliding, Who Takes The Fall?]]>
                </itunes:title>
                                                <itunes:explicit>false</itunes:explicit>
                <content:encoded>
                    <![CDATA[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 years is now in pieces, as more data shows momentum building towards a significant correction. The latest from Cotality’s dwelling values index shows we are building towards a significant correction, across the 5-capital cities aggregate index, although there are significant variations across cities and property types. My point is that prices were already turning lower, thanks to the higher interest rates imposed by the RBA, who is chasing stubbornly higher inflation driven by high […]]]>
                </content:encoded>
                                    <enclosure url="https://episodes.castos.com/dfa/2473547/c1e-pj63iwxvmnb4dp05-rkg1mnnwirzj-rhn4vq.mp3" length="23446230"
                        type="audio/mpeg">
                    </enclosure>
                                <itunes:summary>
                    <![CDATA[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 years is now in pieces, as more data shows momentum building towards a significant correction. The latest from Cotality’s dwelling values index shows we are building towards a significant correction, across the 5-capital cities aggregate index, although there are significant variations across cities and property types. My point is that prices were already turning lower, thanks to the higher interest rates imposed by the RBA, who is chasing stubbornly higher inflation driven by high […]]]>
                </itunes:summary>
                                                                            <itunes:duration>00:16:11</itunes:duration>
                                                    <itunes:author>
                    <![CDATA[Martin North]]>
                </itunes:author>
                            </item>
                    <item>
                <title>
                    <![CDATA[Bond Macro Warns As Markets Feed On Strong Earnings, For Now…]]>
                </title>
                <pubDate>Sat, 23 May 2026 14:28:28 +0000</pubDate>
                <dc:creator>Martin North</dc:creator>
                <guid isPermaLink="true">
                    https://permalink.castos.com/podcast/2244/episode/2473054</guid>
                                    <link>https://digital-finance-analytics-dfa-blog-11.castos.com/episodes/bond-macro-warns-as-markets-feed-on-strong-earnings-for-now</link>
                                <description>
                                            <![CDATA[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 90% of S&amp;P 500 companies having reported results, overall first-quarter earnings jumped 29% from a year earlier; but now that is in the rear view mirror, investors are weighing the likelihood of a near-term deal to end the U.S.-Israeli war with Iran. U.S. Secretary of State Marco Rubio indicatied the United States has seen some progress toward a deal with Iran, but more work is required, while Iran’s foreign ministry spokesperson said the two […]]]>
                                    </description>
                <itunes:subtitle>
                    <![CDATA[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 90% of S&P 500 companies having reported results, overall first-quarter earnings jumped 29% from a year earlier; but now that is in the rear view mirror, investors are weighing the likelihood of a near-term deal to end the U.S.-Israeli war with Iran. U.S. Secretary of State Marco Rubio indicatied the United States has seen some progress toward a deal with Iran, but more work is required, while Iran’s foreign ministry spokesperson said the two […]]]>
                </itunes:subtitle>
                                    <itunes:episodeType>full</itunes:episodeType>
                                <itunes:title>
                    <![CDATA[Bond Macro Warns As Markets Feed On Strong Earnings, For Now…]]>
                </itunes:title>
                                                <itunes:explicit>false</itunes:explicit>
                <content:encoded>
                    <![CDATA[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 90% of S&amp;P 500 companies having reported results, overall first-quarter earnings jumped 29% from a year earlier; but now that is in the rear view mirror, investors are weighing the likelihood of a near-term deal to end the U.S.-Israeli war with Iran. U.S. Secretary of State Marco Rubio indicatied the United States has seen some progress toward a deal with Iran, but more work is required, while Iran’s foreign ministry spokesperson said the two […]]]>
                </content:encoded>
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                        type="audio/mpeg">
                    </enclosure>
                                <itunes:summary>
                    <![CDATA[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 90% of S&P 500 companies having reported results, overall first-quarter earnings jumped 29% from a year earlier; but now that is in the rear view mirror, investors are weighing the likelihood of a near-term deal to end the U.S.-Israeli war with Iran. U.S. Secretary of State Marco Rubio indicatied the United States has seen some progress toward a deal with Iran, but more work is required, while Iran’s foreign ministry spokesperson said the two […]]]>
                </itunes:summary>
                                                                            <itunes:duration>00:20:39</itunes:duration>
                                                    <itunes:author>
                    <![CDATA[Martin North]]>
                </itunes:author>
                            </item>
                    <item>
                <title>
                    <![CDATA[New Zealand Property Remains In The Doldrums With More Questions Ahead.]]>
                </title>
                <pubDate>Fri, 22 May 2026 18:06:30 +0000</pubDate>
                <dc:creator>Martin North</dc:creator>
                <guid isPermaLink="true">
                    https://permalink.castos.com/podcast/2244/episode/2472469</guid>
                                    <link>https://digital-finance-analytics-dfa-blog-11.castos.com/episodes/new-zealand-property-remains-in-the-doldrums-with-more-questions-ahead</link>
                                <description>
                                            <![CDATA[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 not uniformly so. For context, note that their House Price Index is now 15.9% down from peak on average across the country, or excluding Auckland, down 10.9%. Despite this, Southland recorded a new high, so the detail matters. RBNZ kept the OCR at 2.25% in April but signalled that rate rises would follow should core inflation fail to ease toward 2%. Most major bank economists now consider an OCR hike this year a probability […]]]>
                                    </description>
                <itunes:subtitle>
                    <![CDATA[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 not uniformly so. For context, note that their House Price Index is now 15.9% down from peak on average across the country, or excluding Auckland, down 10.9%. Despite this, Southland recorded a new high, so the detail matters. RBNZ kept the OCR at 2.25% in April but signalled that rate rises would follow should core inflation fail to ease toward 2%. Most major bank economists now consider an OCR hike this year a probability […]]]>
                </itunes:subtitle>
                                    <itunes:episodeType>full</itunes:episodeType>
                                <itunes:title>
                    <![CDATA[New Zealand Property Remains In The Doldrums With More Questions Ahead.]]>
                </itunes:title>
                                                <itunes:explicit>false</itunes:explicit>
                <content:encoded>
                    <![CDATA[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 not uniformly so. For context, note that their House Price Index is now 15.9% down from peak on average across the country, or excluding Auckland, down 10.9%. Despite this, Southland recorded a new high, so the detail matters. RBNZ kept the OCR at 2.25% in April but signalled that rate rises would follow should core inflation fail to ease toward 2%. Most major bank economists now consider an OCR hike this year a probability […]]]>
                </content:encoded>
                                    <enclosure url="https://episodes.castos.com/dfa/2472469/c1e-3gjpiwd4qgt65qmv-v6v333z8tk10-vi1hmd.mp3" length="15998038"
                        type="audio/mpeg">
                    </enclosure>
                                <itunes:summary>
                    <![CDATA[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 not uniformly so. For context, note that their House Price Index is now 15.9% down from peak on average across the country, or excluding Auckland, down 10.9%. Despite this, Southland recorded a new high, so the detail matters. RBNZ kept the OCR at 2.25% in April but signalled that rate rises would follow should core inflation fail to ease toward 2%. Most major bank economists now consider an OCR hike this year a probability […]]]>
                </itunes:summary>
                                                                            <itunes:duration>00:11:01</itunes:duration>
                                                    <itunes:author>
                    <![CDATA[Martin North]]>
                </itunes:author>
                            </item>
                    <item>
                <title>
                    <![CDATA[Australian Unemployment Climbs, As Expected… But…]]>
                </title>
                <pubDate>Thu, 21 May 2026 14:52:34 +0000</pubDate>
                <dc:creator>Martin North</dc:creator>
                <guid isPermaLink="true">
                    https://permalink.castos.com/podcast/2244/episode/2471464</guid>
                                    <link>https://digital-finance-analytics-dfa-blog-11.castos.com/episodes/australian-unemployment-climbs-as-expected-but</link>
                                <description>
                                            <![CDATA[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 fell by 19,000 in April, while the number of unemployed people rose by 33,000. Actually, the total number of people employed fell for the first time this year, driven by 56,400 fewer people aged 15 to 24 years old working in April. Youth unemployment is now at 11.1 per cent, the highest since October 2021. This result was a surprise, given that economists had expected employment to grow by about 15,000. It may be […]]]>
                                    </description>
                <itunes:subtitle>
                    <![CDATA[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 fell by 19,000 in April, while the number of unemployed people rose by 33,000. Actually, the total number of people employed fell for the first time this year, driven by 56,400 fewer people aged 15 to 24 years old working in April. Youth unemployment is now at 11.1 per cent, the highest since October 2021. This result was a surprise, given that economists had expected employment to grow by about 15,000. It may be […]]]>
                </itunes:subtitle>
                                    <itunes:episodeType>full</itunes:episodeType>
                                <itunes:title>
                    <![CDATA[Australian Unemployment Climbs, As Expected… But…]]>
                </itunes:title>
                                                <itunes:explicit>false</itunes:explicit>
                <content:encoded>
                    <![CDATA[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 fell by 19,000 in April, while the number of unemployed people rose by 33,000. Actually, the total number of people employed fell for the first time this year, driven by 56,400 fewer people aged 15 to 24 years old working in April. Youth unemployment is now at 11.1 per cent, the highest since October 2021. This result was a surprise, given that economists had expected employment to grow by about 15,000. It may be […]]]>
                </content:encoded>
                                    <enclosure url="https://episodes.castos.com/dfa/2471464/c1e-wm31tvowpgix4d3n-v6v340rdhz7q-zifxjk.mp3" length="14046672"
                        type="audio/mpeg">
                    </enclosure>
                                <itunes:summary>
                    <![CDATA[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 fell by 19,000 in April, while the number of unemployed people rose by 33,000. Actually, the total number of people employed fell for the first time this year, driven by 56,400 fewer people aged 15 to 24 years old working in April. Youth unemployment is now at 11.1 per cent, the highest since October 2021. This result was a surprise, given that economists had expected employment to grow by about 15,000. It may be […]]]>
                </itunes:summary>
                                                                            <itunes:duration>00:09:39</itunes:duration>
                                                    <itunes:author>
                    <![CDATA[Martin North]]>
                </itunes:author>
                            </item>
                    <item>
                <title>
                    <![CDATA[The Inflation Picture Darkens, As The Property Market Stalls…]]>
                </title>
                <pubDate>Wed, 20 May 2026 17:30:24 +0000</pubDate>
                <dc:creator>Martin North</dc:creator>
                <guid isPermaLink="true">
                    https://permalink.castos.com/podcast/2244/episode/2468136</guid>
                                    <link>https://digital-finance-analytics-dfa-blog-11.castos.com/episodes/the-inflation-picture-darkens-as-the-property-market-stalls</link>
                                <description>
                                            <![CDATA[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 announcements, and the already higher for longer bond rates merge with the existing pattern of inflation lodged about the RBA’s target range, before this all comes home to roost. Meantime, we are seeing more signs of the property market faltering. Of course inflation erodes real wages and puts more pressure on households, something which we have been tracking for some time via out surveys, but now we need to consider the implications of higher costs, […]]]>
                                    </description>
                <itunes:subtitle>
                    <![CDATA[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 announcements, and the already higher for longer bond rates merge with the existing pattern of inflation lodged about the RBA’s target range, before this all comes home to roost. Meantime, we are seeing more signs of the property market faltering. Of course inflation erodes real wages and puts more pressure on households, something which we have been tracking for some time via out surveys, but now we need to consider the implications of higher costs, […]]]>
                </itunes:subtitle>
                                <itunes:title>
                    <![CDATA[The Inflation Picture Darkens, As The Property Market Stalls…]]>
                </itunes:title>
                                                <itunes:explicit>false</itunes:explicit>
                <content:encoded>
                    <![CDATA[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 announcements, and the already higher for longer bond rates merge with the existing pattern of inflation lodged about the RBA’s target range, before this all comes home to roost. Meantime, we are seeing more signs of the property market faltering. Of course inflation erodes real wages and puts more pressure on households, something which we have been tracking for some time via out surveys, but now we need to consider the implications of higher costs, […]]]>
                </content:encoded>
                                    <enclosure url="https://episodes.castos.com/dfa/2468136/c1e-wm31tvoqnjfx4jp8-gpjvqrd4am2n-wwrzxb.mp3" length="17817445"
                        type="audio/mpeg">
                    </enclosure>
                                <itunes:summary>
                    <![CDATA[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 announcements, and the already higher for longer bond rates merge with the existing pattern of inflation lodged about the RBA’s target range, before this all comes home to roost. Meantime, we are seeing more signs of the property market faltering. Of course inflation erodes real wages and puts more pressure on households, something which we have been tracking for some time via out surveys, but now we need to consider the implications of higher costs, […]]]>
                </itunes:summary>
                                                                            <itunes:duration>00:12:17</itunes:duration>
                                                    <itunes:author>
                    <![CDATA[Martin North]]>
                </itunes:author>
                            </item>
                    <item>
                <title>
                    <![CDATA[DFA Live Q&A HD Replay: Is The Australian 30-year Property Super-cycle Over? With Leith van Onselen]]>
                </title>
                <pubDate>Tue, 19 May 2026 18:14:42 +0000</pubDate>
                <dc:creator>Martin North</dc:creator>
                <guid isPermaLink="true">
                    https://permalink.castos.com/podcast/2244/episode/2467024</guid>
                                    <link>https://digital-finance-analytics-dfa-blog-11.castos.com/episodes/dfa-live-qampa-hd-replay-is-the-australian-30-year-property-super-cycle-over-with-leith-van-onse</link>
                                <description>
                                            <![CDATA[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 Hormuz, on the Australian Property Market, and the broader economy. Will prices fall? Will the proposed changes drive rents up? To decode the implications I was joined by Leith van Onselen, Chief Economist and Co-founder of Macrobusiness. Go to the Walk The World Universe at https://walktheworld.com.au/ Details of our one to one service are here: https://digitalfinanceanalytics.com/blog/dfa-one-to-one/ Find more at https://digitalfinanceanalytics.com/blog/ where you can subscribe to our research alerts Please consider supporting our […]]]>
                                    </description>
                <itunes:subtitle>
                    <![CDATA[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 Hormuz, on the Australian Property Market, and the broader economy. Will prices fall? Will the proposed changes drive rents up? To decode the implications I was joined by Leith van Onselen, Chief Economist and Co-founder of Macrobusiness. Go to the Walk The World Universe at https://walktheworld.com.au/ Details of our one to one service are here: https://digitalfinanceanalytics.com/blog/dfa-one-to-one/ Find more at https://digitalfinanceanalytics.com/blog/ where you can subscribe to our research alerts Please consider supporting our […]]]>
                </itunes:subtitle>
                                    <itunes:episodeType>full</itunes:episodeType>
                                <itunes:title>
                    <![CDATA[DFA Live Q&A HD Replay: Is The Australian 30-year Property Super-cycle Over? With Leith van Onselen]]>
                </itunes:title>
                                                <itunes:explicit>false</itunes:explicit>
                <content:encoded>
                    <![CDATA[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 Hormuz, on the Australian Property Market, and the broader economy. Will prices fall? Will the proposed changes drive rents up? To decode the implications I was joined by Leith van Onselen, Chief Economist and Co-founder of Macrobusiness. Go to the Walk The World Universe at https://walktheworld.com.au/ Details of our one to one service are here: https://digitalfinanceanalytics.com/blog/dfa-one-to-one/ Find more at https://digitalfinanceanalytics.com/blog/ where you can subscribe to our research alerts Please consider supporting our […]]]>
                </content:encoded>
                                    <enclosure url="https://episodes.castos.com/dfa/2467024/c1e-89jxhvmp7db4gj4w-ww4j20g4ig25-zzwv9f.mp3" length="140555188"
                        type="audio/mpeg">
                    </enclosure>
                                <itunes:summary>
                    <![CDATA[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 Hormuz, on the Australian Property Market, and the broader economy. Will prices fall? Will the proposed changes drive rents up? To decode the implications I was joined by Leith van Onselen, Chief Economist and Co-founder of Macrobusiness. Go to the Walk The World Universe at https://walktheworld.com.au/ Details of our one to one service are here: https://digitalfinanceanalytics.com/blog/dfa-one-to-one/ Find more at https://digitalfinanceanalytics.com/blog/ where you can subscribe to our research alerts Please consider supporting our […]]]>
                </itunes:summary>
                                                                            <itunes:duration>01:37:36</itunes:duration>
                                                    <itunes:author>
                    <![CDATA[Martin North]]>
                </itunes:author>
                            </item>
                    <item>
                <title>
                    <![CDATA[Its Edwin's Monday Evening Property Rant!]]>
                </title>
                <pubDate>Mon, 18 May 2026 13:31:27 +0000</pubDate>
                <dc:creator>Martin North</dc:creator>
                <guid isPermaLink="true">
                    https://permalink.castos.com/podcast/2244/episode/2465721</guid>
                                    <link>https://digital-finance-analytics-dfa-blog-11.castos.com/episodes/its-edwins-monday-evening-property-rant-135</link>
                                <description>
                                            <![CDATA[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 how to approach things at the moment, as we delve into the policy changes and join the dots. This is not a budget which will make more property available, despite the hype. 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 Ribbon Property Consultants standing along side you. Buying property, is both challenging and adversarial. The vendor […]]]>
                                    </description>
                <itunes:subtitle>
                    <![CDATA[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 how to approach things at the moment, as we delve into the policy changes and join the dots. This is not a budget which will make more property available, despite the hype. 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 Ribbon Property Consultants standing along side you. Buying property, is both challenging and adversarial. The vendor […]]]>
                </itunes:subtitle>
                                    <itunes:episodeType>full</itunes:episodeType>
                                <itunes:title>
                    <![CDATA[Its Edwin's Monday Evening Property Rant!]]>
                </itunes:title>
                                                <itunes:explicit>false</itunes:explicit>
                <content:encoded>
                    <![CDATA[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 how to approach things at the moment, as we delve into the policy changes and join the dots. This is not a budget which will make more property available, despite the hype. 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 Ribbon Property Consultants standing along side you. Buying property, is both challenging and adversarial. The vendor […]]]>
                </content:encoded>
                                    <enclosure url="https://episodes.castos.com/dfa/2465721/c1e-kd67idv86qbx03x9-34594xv6tgkz-imv6xa.mp3" length="100395874"
                        type="audio/mpeg">
                    </enclosure>
                                <itunes:summary>
                    <![CDATA[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 how to approach things at the moment, as we delve into the policy changes and join the dots. This is not a budget which will make more property available, despite the hype. 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 Ribbon Property Consultants standing along side you. Buying property, is both challenging and adversarial. The vendor […]]]>
                </itunes:summary>
                                                                            <itunes:duration>01:09:38</itunes:duration>
                                                    <itunes:author>
                    <![CDATA[Martin North]]>
                </itunes:author>
                            </item>
                    <item>
                <title>
                    <![CDATA[Is The Australian 30-year Property Super-cycle Over?]]>
                </title>
                <pubDate>Sun, 17 May 2026 15:25:01 +0000</pubDate>
                <dc:creator>Martin North</dc:creator>
                <guid isPermaLink="true">
                    https://permalink.castos.com/podcast/2244/episode/2465004</guid>
                                    <link>https://digital-finance-analytics-dfa-blog-11.castos.com/episodes/is-the-australian-30-year-property-super-cycle-over</link>
                                <description>
                                            <![CDATA[Richard Wiles from Morgan Stanley after the budget on Tuesday suggested that the Australian 30-year property super-cycle is likely over, with significant impact on Bank valuations because of weakening credit demand. Years ago, Richard and I use to work on the JP Morgan Property reports, which for years were jointly published with DFA, so I respect his views. And as I highlighted in the earlier show, the latest credit stats from the ABS on new lending were weaker before the budget, as higher interest rates, with more to come, hit home. This week’s federal budget may have shattered a critical […]]]>
                                    </description>
                <itunes:subtitle>
                    <![CDATA[Richard Wiles from Morgan Stanley after the budget on Tuesday suggested that the Australian 30-year property super-cycle is likely over, with significant impact on Bank valuations because of weakening credit demand. Years ago, Richard and I use to work on the JP Morgan Property reports, which for years were jointly published with DFA, so I respect his views. And as I highlighted in the earlier show, the latest credit stats from the ABS on new lending were weaker before the budget, as higher interest rates, with more to come, hit home. This week’s federal budget may have shattered a critical […]]]>
                </itunes:subtitle>
                                    <itunes:episodeType>full</itunes:episodeType>
                                <itunes:title>
                    <![CDATA[Is The Australian 30-year Property Super-cycle Over?]]>
                </itunes:title>
                                                <itunes:explicit>false</itunes:explicit>
                <content:encoded>
                    <![CDATA[Richard Wiles from Morgan Stanley after the budget on Tuesday suggested that the Australian 30-year property super-cycle is likely over, with significant impact on Bank valuations because of weakening credit demand. Years ago, Richard and I use to work on the JP Morgan Property reports, which for years were jointly published with DFA, so I respect his views. And as I highlighted in the earlier show, the latest credit stats from the ABS on new lending were weaker before the budget, as higher interest rates, with more to come, hit home. This week’s federal budget may have shattered a critical […]]]>
                </content:encoded>
                                    <enclosure url="https://episodes.castos.com/dfa/2465004/c1e-m16dc41488ioqopo-kpok41o1c36m-cuj7pg.mp3" length="19105116"
                        type="audio/mpeg">
                    </enclosure>
                                <itunes:summary>
                    <![CDATA[Richard Wiles from Morgan Stanley after the budget on Tuesday suggested that the Australian 30-year property super-cycle is likely over, with significant impact on Bank valuations because of weakening credit demand. Years ago, Richard and I use to work on the JP Morgan Property reports, which for years were jointly published with DFA, so I respect his views. And as I highlighted in the earlier show, the latest credit stats from the ABS on new lending were weaker before the budget, as higher interest rates, with more to come, hit home. This week’s federal budget may have shattered a critical […]]]>
                </itunes:summary>
                                                                            <itunes:duration>00:13:09</itunes:duration>
                                                    <itunes:author>
                    <![CDATA[Martin North]]>
                </itunes:author>
                            </item>
                    <item>
                <title>
                    <![CDATA[Market Roller-coaster Drops On Higher Interest Rate Fears, As AI Bets Fade]]>
                </title>
                <pubDate>Sat, 16 May 2026 14:13:41 +0000</pubDate>
                <dc:creator>Martin North</dc:creator>
                <guid isPermaLink="true">
                    https://permalink.castos.com/podcast/2244/episode/2464422</guid>
                                    <link>https://digital-finance-analytics-dfa-blog-11.castos.com/episodes/market-roller-coaster-drops-on-higher-interest-rate-fears-as-ai-bets-fade</link>
                                <description>
                                            <![CDATA[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. While last week AI drove most markets higher, concerns about accelerating inflation surged this week, triggering a spike in global bond yields amid the likelihood of higher-for-longer oil prices and higher interest rates. Traders also took some profit taking during the final Wall Street session of the week. Bank of America strategist Michael Hartnett said “bull capitulation into stocks and tech” will likely be fully complete in next few weeks, with early […]]]>
                                    </description>
                <itunes:subtitle>
                    <![CDATA[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. While last week AI drove most markets higher, concerns about accelerating inflation surged this week, triggering a spike in global bond yields amid the likelihood of higher-for-longer oil prices and higher interest rates. Traders also took some profit taking during the final Wall Street session of the week. Bank of America strategist Michael Hartnett said “bull capitulation into stocks and tech” will likely be fully complete in next few weeks, with early […]]]>
                </itunes:subtitle>
                                    <itunes:episodeType>full</itunes:episodeType>
                                <itunes:title>
                    <![CDATA[Market Roller-coaster Drops On Higher Interest Rate Fears, As AI Bets Fade]]>
                </itunes:title>
                                                <itunes:explicit>false</itunes:explicit>
                <content:encoded>
                    <![CDATA[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. While last week AI drove most markets higher, concerns about accelerating inflation surged this week, triggering a spike in global bond yields amid the likelihood of higher-for-longer oil prices and higher interest rates. Traders also took some profit taking during the final Wall Street session of the week. Bank of America strategist Michael Hartnett said “bull capitulation into stocks and tech” will likely be fully complete in next few weeks, with early […]]]>
                </content:encoded>
                                    <enclosure url="https://episodes.castos.com/dfa/2464422/c1e-jj65i4g5k5t507z6-8d8d575vano0-zzalsi.mp3" length="27864281"
                        type="audio/mpeg">
                    </enclosure>
                                <itunes:summary>
                    <![CDATA[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. While last week AI drove most markets higher, concerns about accelerating inflation surged this week, triggering a spike in global bond yields amid the likelihood of higher-for-longer oil prices and higher interest rates. Traders also took some profit taking during the final Wall Street session of the week. Bank of America strategist Michael Hartnett said “bull capitulation into stocks and tech” will likely be fully complete in next few weeks, with early […]]]>
                </itunes:summary>
                                                                            <itunes:duration>00:19:10</itunes:duration>
                                                    <itunes:author>
                    <![CDATA[Martin North]]>
                </itunes:author>
                            </item>
                    <item>
                <title>
                    <![CDATA[Yet Another Brick In The Wall… With Tarric Brooker]]>
                </title>
                <pubDate>Fri, 15 May 2026 17:37:11 +0000</pubDate>
                <dc:creator>Martin North</dc:creator>
                <guid isPermaLink="true">
                    https://permalink.castos.com/podcast/2244/episode/2463753</guid>
                                    <link>https://digital-finance-analytics-dfa-blog-11.castos.com/episodes/yet-another-brick-in-the-wall-with-tarric-brooker</link>
                                <description>
                                            <![CDATA[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 the broadening impact of the blockage in the Straits of Hormuz. Tarric brought along his latest charts, you can follow along here: https://x.com/AvidCommentator/status/2055170656778813537 Across the board it seems to be “all talk, but no trousers!” 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/]]>
                                    </description>
                <itunes:subtitle>
                    <![CDATA[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 the broadening impact of the blockage in the Straits of Hormuz. Tarric brought along his latest charts, you can follow along here: https://x.com/AvidCommentator/status/2055170656778813537 Across the board it seems to be “all talk, but no trousers!” 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/]]>
                </itunes:subtitle>
                                    <itunes:episodeType>full</itunes:episodeType>
                                <itunes:title>
                    <![CDATA[Yet Another Brick In The Wall… With Tarric Brooker]]>
                </itunes:title>
                                                <itunes:explicit>false</itunes:explicit>
                <content:encoded>
                    <![CDATA[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 the broadening impact of the blockage in the Straits of Hormuz. Tarric brought along his latest charts, you can follow along here: https://x.com/AvidCommentator/status/2055170656778813537 Across the board it seems to be “all talk, but no trousers!” 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/]]>
                </content:encoded>
                                    <enclosure url="https://episodes.castos.com/dfa/2463753/c1e-5kj7b7dmo0hn79q9-0v0vjw2pcw62-wspabm.mp3" length="112680262"
                        type="audio/mpeg">
                    </enclosure>
                                <itunes:summary>
                    <![CDATA[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 the broadening impact of the blockage in the Straits of Hormuz. Tarric brought along his latest charts, you can follow along here: https://x.com/AvidCommentator/status/2055170656778813537 Across the board it seems to be “all talk, but no trousers!” 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/]]>
                </itunes:summary>
                                                                            <itunes:duration>01:18:10</itunes:duration>
                                                    <itunes:author>
                    <![CDATA[Martin North]]>
                </itunes:author>
                            </item>
                    <item>
                <title>
                    <![CDATA[New Property Loans And Wages Growth Down; It’s All Fine!]]>
                </title>
                <pubDate>Thu, 14 May 2026 13:24:36 +0000</pubDate>
                <dc:creator>Martin North</dc:creator>
                <guid isPermaLink="true">
                    https://permalink.castos.com/podcast/2244/episode/2462663</guid>
                                    <link>https://digital-finance-analytics-dfa-blog-11.castos.com/episodes/new-property-loans-and-wages-growth-down-its-all-fine</link>
                                <description>
                                            <![CDATA[The ABS this week released their latest data on Lending Indicators which is a quarterly estimate of new borrower-accepted finance commitments for housing, personal and business loans and also the Wage Price Index for March which measures changes in the price of labour, unaffected by compositional shifts in the labour force, hours worked or employee characteristics. We are seeing a significant chilling effect based on this data, which will likely reduced property transaction momentum and prices ahead. Remember that investors currently account for about 20 per cent of total mortgages, and about 40 per cent of new mortgage flow. The […]]]>
                                    </description>
                <itunes:subtitle>
                    <![CDATA[The ABS this week released their latest data on Lending Indicators which is a quarterly estimate of new borrower-accepted finance commitments for housing, personal and business loans and also the Wage Price Index for March which measures changes in the price of labour, unaffected by compositional shifts in the labour force, hours worked or employee characteristics. We are seeing a significant chilling effect based on this data, which will likely reduced property transaction momentum and prices ahead. Remember that investors currently account for about 20 per cent of total mortgages, and about 40 per cent of new mortgage flow. The […]]]>
                </itunes:subtitle>
                                    <itunes:episodeType>full</itunes:episodeType>
                                <itunes:title>
                    <![CDATA[New Property Loans And Wages Growth Down; It’s All Fine!]]>
                </itunes:title>
                                                <itunes:explicit>false</itunes:explicit>
                <content:encoded>
                    <![CDATA[The ABS this week released their latest data on Lending Indicators which is a quarterly estimate of new borrower-accepted finance commitments for housing, personal and business loans and also the Wage Price Index for March which measures changes in the price of labour, unaffected by compositional shifts in the labour force, hours worked or employee characteristics. We are seeing a significant chilling effect based on this data, which will likely reduced property transaction momentum and prices ahead. Remember that investors currently account for about 20 per cent of total mortgages, and about 40 per cent of new mortgage flow. The […]]]>
                </content:encoded>
                                    <enclosure url="https://episodes.castos.com/dfa/2462663/c1e-rd6rio2m28anppgd-8d8dmoxgco4v-whyjbf.mp3" length="16514127"
                        type="audio/mpeg">
                    </enclosure>
                                <itunes:summary>
                    <![CDATA[The ABS this week released their latest data on Lending Indicators which is a quarterly estimate of new borrower-accepted finance commitments for housing, personal and business loans and also the Wage Price Index for March which measures changes in the price of labour, unaffected by compositional shifts in the labour force, hours worked or employee characteristics. We are seeing a significant chilling effect based on this data, which will likely reduced property transaction momentum and prices ahead. Remember that investors currently account for about 20 per cent of total mortgages, and about 40 per cent of new mortgage flow. The […]]]>
                </itunes:summary>
                                                                            <itunes:duration>00:11:23</itunes:duration>
                                                    <itunes:author>
                    <![CDATA[Martin North]]>
                </itunes:author>
                            </item>
                    <item>
                <title>
                    <![CDATA[A Budget And Housing Debrief…]]>
                </title>
                <pubDate>Wed, 13 May 2026 17:51:33 +0000</pubDate>
                <dc:creator>Martin North</dc:creator>
                <guid isPermaLink="true">
                    https://permalink.castos.com/podcast/2244/episode/2461899</guid>
                                    <link>https://digital-finance-analytics-dfa-blog-11.castos.com/episodes/a-budget-and-housing-debrief</link>
                                <description>
                                            <![CDATA[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.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/]]>
                                    </description>
                <itunes:subtitle>
                    <![CDATA[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.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/]]>
                </itunes:subtitle>
                                    <itunes:episodeType>full</itunes:episodeType>
                                <itunes:title>
                    <![CDATA[A Budget And Housing Debrief…]]>
                </itunes:title>
                                                <itunes:explicit>false</itunes:explicit>
                <content:encoded>
                    <![CDATA[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.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/]]>
                </content:encoded>
                                    <enclosure url="https://episodes.castos.com/dfa/2461899/c1e-jj65i4g011f5zp94-kpop44q4ipj2-cygztg.mp3" length="48576531"
                        type="audio/mpeg">
                    </enclosure>
                                <itunes:summary>
                    <![CDATA[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.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/]]>
                </itunes:summary>
                                                                            <itunes:duration>00:33:32</itunes:duration>
                                                    <itunes:author>
                    <![CDATA[Martin North]]>
                </itunes:author>
                            </item>
                    <item>
                <title>
                    <![CDATA[DFA Live Q&A HD Replay: Households Facing Into The Gale: Latest From Our Surveys!]]>
                </title>
                <pubDate>Tue, 12 May 2026 17:40:01 +0000</pubDate>
                <dc:creator>Martin North</dc:creator>
                <guid isPermaLink="true">
                    https://permalink.castos.com/podcast/2244/episode/2461083</guid>
                                    <link>https://digital-finance-analytics-dfa-blog-11.castos.com/episodes/dfa-live-qampa-hd-replay-households-facing-into-the-gale-latest-from-our-surveys</link>
                                <description>
                                            <![CDATA[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 421430:29 Goulburn 258033:43 Coomera 420936:40 Biggera Waters 421539:14 Bayeau Bay 226141:28 Ringwood North 313443:26 Coffs Harbour 245045:09 Nhill 341847:15 Hunters Hill 232351:14 Bella Vista 215353:08 470254:39 346556:06 Heathridge 602757:25 Greenwood 602458:59 22511:00:10 3518 and 35171:03:20 6014 Go to the Walk The World Universe at https://walktheworld.com.au/ Details of our one to one service are here: https://digitalfinanceanalytics.com/blog/dfa-one-to-one/ Find more at https://digitalfinanceanalytics.com/blog/ where you can subscribe to our research alerts Please consider supporting our work […]]]>
                                    </description>
                <itunes:subtitle>
                    <![CDATA[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 421430:29 Goulburn 258033:43 Coomera 420936:40 Biggera Waters 421539:14 Bayeau Bay 226141:28 Ringwood North 313443:26 Coffs Harbour 245045:09 Nhill 341847:15 Hunters Hill 232351:14 Bella Vista 215353:08 470254:39 346556:06 Heathridge 602757:25 Greenwood 602458:59 22511:00:10 3518 and 35171:03:20 6014 Go to the Walk The World Universe at https://walktheworld.com.au/ Details of our one to one service are here: https://digitalfinanceanalytics.com/blog/dfa-one-to-one/ Find more at https://digitalfinanceanalytics.com/blog/ where you can subscribe to our research alerts Please consider supporting our work […]]]>
                </itunes:subtitle>
                                    <itunes:episodeType>full</itunes:episodeType>
                                <itunes:title>
                    <![CDATA[DFA Live Q&A HD Replay: Households Facing Into The Gale: Latest From Our Surveys!]]>
                </itunes:title>
                                                <itunes:explicit>false</itunes:explicit>
                <content:encoded>
                    <![CDATA[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 421430:29 Goulburn 258033:43 Coomera 420936:40 Biggera Waters 421539:14 Bayeau Bay 226141:28 Ringwood North 313443:26 Coffs Harbour 245045:09 Nhill 341847:15 Hunters Hill 232351:14 Bella Vista 215353:08 470254:39 346556:06 Heathridge 602757:25 Greenwood 602458:59 22511:00:10 3518 and 35171:03:20 6014 Go to the Walk The World Universe at https://walktheworld.com.au/ Details of our one to one service are here: https://digitalfinanceanalytics.com/blog/dfa-one-to-one/ Find more at https://digitalfinanceanalytics.com/blog/ where you can subscribe to our research alerts Please consider supporting our work […]]]>
                </content:encoded>
                                    <enclosure url="https://episodes.castos.com/dfa/2461083/c1e-90xoh2j9vqi07wnz-xxkmqqxja3k7-4jakxe.mp3" length="108432751"
                        type="audio/mpeg">
                    </enclosure>
                                <itunes:summary>
                    <![CDATA[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 421430:29 Goulburn 258033:43 Coomera 420936:40 Biggera Waters 421539:14 Bayeau Bay 226141:28 Ringwood North 313443:26 Coffs Harbour 245045:09 Nhill 341847:15 Hunters Hill 232351:14 Bella Vista 215353:08 470254:39 346556:06 Heathridge 602757:25 Greenwood 602458:59 22511:00:10 3518 and 35171:03:20 6014 Go to the Walk The World Universe at https://walktheworld.com.au/ Details of our one to one service are here: https://digitalfinanceanalytics.com/blog/dfa-one-to-one/ Find more at https://digitalfinanceanalytics.com/blog/ where you can subscribe to our research alerts Please consider supporting our work […]]]>
                </itunes:summary>
                                                                            <itunes:duration>01:15:18</itunes:duration>
                                                    <itunes:author>
                    <![CDATA[Martin North]]>
                </itunes:author>
                            </item>
                    <item>
                <title>
                    <![CDATA[Its Edwin's Monday Evening Property Rant!]]>
                </title>
                <pubDate>Mon, 11 May 2026 17:54:00 +0000</pubDate>
                <dc:creator>Martin North</dc:creator>
                <guid isPermaLink="true">
                    https://permalink.castos.com/podcast/2244/episode/2460212</guid>
                                    <link>https://digital-finance-analytics-dfa-blog-11.castos.com/episodes/its-edwins-monday-evening-property-rant-134</link>
                                <description>
                                            <![CDATA[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 look at the latest gloom from the property writers and ask what are they missing? And Edwin has some more sage advice about property, and life. Check out the live show tomorrow 8pm Sydney, where we look at the latest post code data from our surveys. https://youtube.com/live/S58v8ngwq-o 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 […]]]>
                                    </description>
                <itunes:subtitle>
                    <![CDATA[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 look at the latest gloom from the property writers and ask what are they missing? And Edwin has some more sage advice about property, and life. Check out the live show tomorrow 8pm Sydney, where we look at the latest post code data from our surveys. https://youtube.com/live/S58v8ngwq-o 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 […]]]>
                </itunes:subtitle>
                                    <itunes:episodeType>full</itunes:episodeType>
                                <itunes:title>
                    <![CDATA[Its Edwin's Monday Evening Property Rant!]]>
                </itunes:title>
                                                <itunes:explicit>false</itunes:explicit>
                <content:encoded>
                    <![CDATA[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 look at the latest gloom from the property writers and ask what are they missing? And Edwin has some more sage advice about property, and life. Check out the live show tomorrow 8pm Sydney, where we look at the latest post code data from our surveys. https://youtube.com/live/S58v8ngwq-o 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 […]]]>
                </content:encoded>
                                    <enclosure url="https://episodes.castos.com/dfa/2460212/c1e-pj63iwo79rs4d072-ww4nq3dms9v9-dmzugp.mp3" length="100125945"
                        type="audio/mpeg">
                    </enclosure>
                                <itunes:summary>
                    <![CDATA[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 look at the latest gloom from the property writers and ask what are they missing? And Edwin has some more sage advice about property, and life. Check out the live show tomorrow 8pm Sydney, where we look at the latest post code data from our surveys. https://youtube.com/live/S58v8ngwq-o 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 […]]]>
                </itunes:summary>
                                                                            <itunes:duration>01:09:26</itunes:duration>
                                                    <itunes:author>
                    <![CDATA[Martin North]]>
                </itunes:author>
                            </item>
                    <item>
                <title>
                    <![CDATA[Red Alert: Property In Turmoil As Government Seeks To Support And Crush At The Same Time!]]>
                </title>
                <pubDate>Sun, 10 May 2026 18:48:32 +0000</pubDate>
                <dc:creator>Martin North</dc:creator>
                <guid isPermaLink="true">
                    https://permalink.castos.com/podcast/2244/episode/2459318</guid>
                                    <link>https://digital-finance-analytics-dfa-blog-11.castos.com/episodes/red-alert-property-in-turmoil-as-government-seeks-to-support-and-crush-at-the-same-time</link>
                                <description>
                                            <![CDATA[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. So today we examine some of the latest market dynamics in the light of the upcoming budget on Tuesday, where Treasurer Jim Chalmers said Tuesday’s budget would have a major focus on building homes, and Clare O’Neil flagged further announcements in coming days, saying it would be fundamentally a housing budget, as well as the latest from the auctions where clearance rates have crashed, and data on listings. The Interest rate rises and possible […]]]>
                                    </description>
                <itunes:subtitle>
                    <![CDATA[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. So today we examine some of the latest market dynamics in the light of the upcoming budget on Tuesday, where Treasurer Jim Chalmers said Tuesday’s budget would have a major focus on building homes, and Clare O’Neil flagged further announcements in coming days, saying it would be fundamentally a housing budget, as well as the latest from the auctions where clearance rates have crashed, and data on listings. The Interest rate rises and possible […]]]>
                </itunes:subtitle>
                                    <itunes:episodeType>full</itunes:episodeType>
                                <itunes:title>
                    <![CDATA[Red Alert: Property In Turmoil As Government Seeks To Support And Crush At The Same Time!]]>
                </itunes:title>
                                                <itunes:explicit>false</itunes:explicit>
                <content:encoded>
                    <![CDATA[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. So today we examine some of the latest market dynamics in the light of the upcoming budget on Tuesday, where Treasurer Jim Chalmers said Tuesday’s budget would have a major focus on building homes, and Clare O’Neil flagged further announcements in coming days, saying it would be fundamentally a housing budget, as well as the latest from the auctions where clearance rates have crashed, and data on listings. The Interest rate rises and possible […]]]>
                </content:encoded>
                                    <enclosure url="https://episodes.castos.com/dfa/2459318/c1e-rd6rio91vrfnv6zv-ww4nn397tod9-vantfz.mp3" length="17228163"
                        type="audio/mpeg">
                    </enclosure>
                                <itunes:summary>
                    <![CDATA[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. So today we examine some of the latest market dynamics in the light of the upcoming budget on Tuesday, where Treasurer Jim Chalmers said Tuesday’s budget would have a major focus on building homes, and Clare O’Neil flagged further announcements in coming days, saying it would be fundamentally a housing budget, as well as the latest from the auctions where clearance rates have crashed, and data on listings. The Interest rate rises and possible […]]]>
                </itunes:summary>
                                                                            <itunes:duration>00:11:52</itunes:duration>
                                                    <itunes:author>
                    <![CDATA[Martin North]]>
                </itunes:author>
                            </item>
                    <item>
                <title>
                    <![CDATA[The Madness Of Markets Disconnects From Reality!]]>
                </title>
                <pubDate>Sat, 09 May 2026 18:16:52 +0000</pubDate>
                <dc:creator>Martin North</dc:creator>
                <guid isPermaLink="true">
                    https://permalink.castos.com/podcast/2244/episode/2458736</guid>
                                    <link>https://digital-finance-analytics-dfa-blog-11.castos.com/episodes/the-madness-of-markets-disconnects-from-reality</link>
                                <description>
                                            <![CDATA[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. Markets seem to be in self-reinforcing feedback loop, with the MSCI Global Index up another 2.38% over the past week, while the All Asia Ex Japan rose 6.68% for the week and 2.11% on Friday and even the European STOXX 600 was higher, though did ease back on Friday. In contrast, Australia’s ASX 200 fell 1.5% on Friday to be flat this week, after the Reserve Bank hiked interest rates by 25 […]]]>
                                    </description>
                <itunes:subtitle>
                    <![CDATA[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. Markets seem to be in self-reinforcing feedback loop, with the MSCI Global Index up another 2.38% over the past week, while the All Asia Ex Japan rose 6.68% for the week and 2.11% on Friday and even the European STOXX 600 was higher, though did ease back on Friday. In contrast, Australia’s ASX 200 fell 1.5% on Friday to be flat this week, after the Reserve Bank hiked interest rates by 25 […]]]>
                </itunes:subtitle>
                                    <itunes:episodeType>full</itunes:episodeType>
                                <itunes:title>
                    <![CDATA[The Madness Of Markets Disconnects From Reality!]]>
                </itunes:title>
                                                <itunes:explicit>false</itunes:explicit>
                <content:encoded>
                    <![CDATA[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. Markets seem to be in self-reinforcing feedback loop, with the MSCI Global Index up another 2.38% over the past week, while the All Asia Ex Japan rose 6.68% for the week and 2.11% on Friday and even the European STOXX 600 was higher, though did ease back on Friday. In contrast, Australia’s ASX 200 fell 1.5% on Friday to be flat this week, after the Reserve Bank hiked interest rates by 25 […]]]>
                </content:encoded>
                                    <enclosure url="https://episodes.castos.com/dfa/2458736/c1e-02jzf7q96mi6oz00-mk9qxgj6bz5-ai1xxc.mp3" length="31899208"
                        type="audio/mpeg">
                    </enclosure>
                                <itunes:summary>
                    <![CDATA[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. Markets seem to be in self-reinforcing feedback loop, with the MSCI Global Index up another 2.38% over the past week, while the All Asia Ex Japan rose 6.68% for the week and 2.11% on Friday and even the European STOXX 600 was higher, though did ease back on Friday. In contrast, Australia’s ASX 200 fell 1.5% on Friday to be flat this week, after the Reserve Bank hiked interest rates by 25 […]]]>
                </itunes:summary>
                                                                            <itunes:duration>00:21:57</itunes:duration>
                                                    <itunes:author>
                    <![CDATA[Martin North]]>
                </itunes:author>
                            </item>
                    <item>
                <title>
                    <![CDATA[Households, Facing Into The Gale, Grit Their Teeth And Hope!]]>
                </title>
                <pubDate>Fri, 08 May 2026 14:09:25 +0000</pubDate>
                <dc:creator>Martin North</dc:creator>
                <guid isPermaLink="true">
                    https://permalink.castos.com/podcast/2244/episode/2457530</guid>
                                    <link>https://digital-finance-analytics-dfa-blog-11.castos.com/episodes/households-facing-into-the-gale-grit-their-teeth-and-hope</link>
                                <description>
                                            <![CDATA[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 pressures they are facing. We see a rise in mortgage related stress in particular. We also update our scenarios based on the latest from the RBA and explore the potential impacts ahead. On Tuesday at 8pm Sydney we will run a live show looking at the impact on individual post codes. If there are specific post codes your would like me to include, drop them in the comments. Link to the live show: https://youtu.be/S58v8ngwq-o […]]]>
                                    </description>
                <itunes:subtitle>
                    <![CDATA[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 pressures they are facing. We see a rise in mortgage related stress in particular. We also update our scenarios based on the latest from the RBA and explore the potential impacts ahead. On Tuesday at 8pm Sydney we will run a live show looking at the impact on individual post codes. If there are specific post codes your would like me to include, drop them in the comments. Link to the live show: https://youtu.be/S58v8ngwq-o […]]]>
                </itunes:subtitle>
                                    <itunes:episodeType>full</itunes:episodeType>
                                <itunes:title>
                    <![CDATA[Households, Facing Into The Gale, Grit Their Teeth And Hope!]]>
                </itunes:title>
                                                <itunes:explicit>false</itunes:explicit>
                <content:encoded>
                    <![CDATA[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 pressures they are facing. We see a rise in mortgage related stress in particular. We also update our scenarios based on the latest from the RBA and explore the potential impacts ahead. On Tuesday at 8pm Sydney we will run a live show looking at the impact on individual post codes. If there are specific post codes your would like me to include, drop them in the comments. Link to the live show: https://youtu.be/S58v8ngwq-o […]]]>
                </content:encoded>
                                    <enclosure url="https://episodes.castos.com/dfa/2457530/c1e-x892s1vzgdu09g38-1p228go4iv6v-hbmiye.mp3" length="37219511"
                        type="audio/mpeg">
                    </enclosure>
                                <itunes:summary>
                    <![CDATA[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 pressures they are facing. We see a rise in mortgage related stress in particular. We also update our scenarios based on the latest from the RBA and explore the potential impacts ahead. On Tuesday at 8pm Sydney we will run a live show looking at the impact on individual post codes. If there are specific post codes your would like me to include, drop them in the comments. Link to the live show: https://youtu.be/S58v8ngwq-o […]]]>
                </itunes:summary>
                                                                            <itunes:duration>00:25:46</itunes:duration>
                                                    <itunes:author>
                    <![CDATA[Martin North]]>
                </itunes:author>
                            </item>
                    <item>
                <title>
                    <![CDATA[Australia Finally Reserves East Coast Gas … But…]]>
                </title>
                <pubDate>Thu, 07 May 2026 17:51:51 +0000</pubDate>
                <dc:creator>Martin North</dc:creator>
                <guid isPermaLink="true">
                    https://permalink.castos.com/podcast/2244/episode/2456678</guid>
                                    <link>https://digital-finance-analytics-dfa-blog-11.castos.com/episodes/australia-finally-reserves-east-coast-gas-but</link>
                                <description>
                                            <![CDATA[Australia is one of the world’s biggest LNG exporters, but according to the Australian Competition and Consumer Commission (ACCC), east coast gas supplies could fall well short of demand from 2028, “despite there being sufficient reserves and resources for at least the next decade”. And Australians are exposed to the full international price of gas, which has lifted energy costs significantly. Albanese formally ruled out any increase to the tax on gas ahead of next week’s federal budget, arguing his focus was on fuel security during the current oil crisis. Now at a press conference in Sydney, Energy Minister Chris […]]]>
                                    </description>
                <itunes:subtitle>
                    <![CDATA[Australia is one of the world’s biggest LNG exporters, but according to the Australian Competition and Consumer Commission (ACCC), east coast gas supplies could fall well short of demand from 2028, “despite there being sufficient reserves and resources for at least the next decade”. And Australians are exposed to the full international price of gas, which has lifted energy costs significantly. Albanese formally ruled out any increase to the tax on gas ahead of next week’s federal budget, arguing his focus was on fuel security during the current oil crisis. Now at a press conference in Sydney, Energy Minister Chris […]]]>
                </itunes:subtitle>
                                    <itunes:episodeType>full</itunes:episodeType>
                                <itunes:title>
                    <![CDATA[Australia Finally Reserves East Coast Gas … But…]]>
                </itunes:title>
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                    <![CDATA[Australia is one of the world’s biggest LNG exporters, but according to the Australian Competition and Consumer Commission (ACCC), east coast gas supplies could fall well short of demand from 2028, “despite there being sufficient reserves and resources for at least the next decade”. And Australians are exposed to the full international price of gas, which has lifted energy costs significantly. Albanese formally ruled out any increase to the tax on gas ahead of next week’s federal budget, arguing his focus was on fuel security during the current oil crisis. Now at a press conference in Sydney, Energy Minister Chris […]]]>
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                                    <enclosure url="https://episodes.castos.com/dfa/2456678/c1e-kd67idqkz3tx0qd4-gpjj76m9s7rv-zwxcom.mp3" length="13980221"
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                                <itunes:summary>
                    <![CDATA[Australia is one of the world’s biggest LNG exporters, but according to the Australian Competition and Consumer Commission (ACCC), east coast gas supplies could fall well short of demand from 2028, “despite there being sufficient reserves and resources for at least the next decade”. And Australians are exposed to the full international price of gas, which has lifted energy costs significantly. Albanese formally ruled out any increase to the tax on gas ahead of next week’s federal budget, arguing his focus was on fuel security during the current oil crisis. Now at a press conference in Sydney, Energy Minister Chris […]]]>
                </itunes:summary>
                                                                            <itunes:duration>00:09:37</itunes:duration>
                                                    <itunes:author>
                    <![CDATA[Martin North]]>
                </itunes:author>
                            </item>
                    <item>
                <title>
                    <![CDATA[Financial Realities Hit Home After The RBA Rate Hike!]]>
                </title>
                <pubDate>Wed, 06 May 2026 17:28:18 +0000</pubDate>
                <dc:creator>Martin North</dc:creator>
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                    https://permalink.castos.com/podcast/2244/episode/2455597</guid>
                                    <link>https://digital-finance-analytics-dfa-blog-11.castos.com/episodes/financial-realities-hit-home-after-the-rba-rate-hike</link>
                                <description>
                                            <![CDATA[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 surprised, as I have been signalling this for some time. This despite the pressures that many households are under as costs rise, inflation bites and real incomes track south. There were a few economists who came out with the view that this was a mistake. But this is really missing the main points, so with the help of the recently released statement on monetary policy which contains the assumptions behind the RBA’s decision, […]]]>
                                    </description>
                <itunes:subtitle>
                    <![CDATA[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 surprised, as I have been signalling this for some time. This despite the pressures that many households are under as costs rise, inflation bites and real incomes track south. There were a few economists who came out with the view that this was a mistake. But this is really missing the main points, so with the help of the recently released statement on monetary policy which contains the assumptions behind the RBA’s decision, […]]]>
                </itunes:subtitle>
                                    <itunes:episodeType>full</itunes:episodeType>
                                <itunes:title>
                    <![CDATA[Financial Realities Hit Home After The RBA Rate Hike!]]>
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                                                <itunes:explicit>false</itunes:explicit>
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                    <![CDATA[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 surprised, as I have been signalling this for some time. This despite the pressures that many households are under as costs rise, inflation bites and real incomes track south. There were a few economists who came out with the view that this was a mistake. But this is really missing the main points, so with the help of the recently released statement on monetary policy which contains the assumptions behind the RBA’s decision, […]]]>
                </content:encoded>
                                    <enclosure url="https://episodes.castos.com/dfa/2455597/c1e-o36oijx197imx3o7-474444k0bxk9-adzzoz.mp3" length="27053534"
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                                <itunes:summary>
                    <![CDATA[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 surprised, as I have been signalling this for some time. This despite the pressures that many households are under as costs rise, inflation bites and real incomes track south. There were a few economists who came out with the view that this was a mistake. But this is really missing the main points, so with the help of the recently released statement on monetary policy which contains the assumptions behind the RBA’s decision, […]]]>
                </itunes:summary>
                                                                            <itunes:duration>00:18:41</itunes:duration>
                                                    <itunes:author>
                    <![CDATA[Martin North]]>
                </itunes:author>
                            </item>
                    <item>
                <title>
                    <![CDATA[DFA Live Q&A HD Replay: Will The AI Boom Save The Markets, Despite The War? With Damien Klassen]]>
                </title>
                <pubDate>Tue, 05 May 2026 17:44:06 +0000</pubDate>
                <dc:creator>Martin North</dc:creator>
                <guid isPermaLink="true">
                    https://permalink.castos.com/podcast/2244/episode/2454714</guid>
                                    <link>https://digital-finance-analytics-dfa-blog-11.castos.com/episodes/dfa-live-qampa-hd-replay-will-the-ai-boom-save-the-markets-despite-the-war-with-damien-klassen</link>
                                <description>
                                            <![CDATA[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 former “Trump” the latter? I was joined by Head of Investments Damien Klassen. We also covered the RBA cash rate decision too! Go to the Walk The World Universe at https://walktheworld.com.au/ Details of our one to one service are here: https://digitalfinanceanalytics.com/blog/dfa-one-to-one/ Find more at https://digitalfinanceanalytics.com/blog/ where you can subscribe to our research alerts Please consider supporting our work via Patreon: https://www.patreon.com/DigitalFinanceAnalytics The full detailed set of post code data is available as […]]]>
                                    </description>
                <itunes:subtitle>
                    <![CDATA[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 former “Trump” the latter? I was joined by Head of Investments Damien Klassen. We also covered the RBA cash rate decision too! Go to the Walk The World Universe at https://walktheworld.com.au/ Details of our one to one service are here: https://digitalfinanceanalytics.com/blog/dfa-one-to-one/ Find more at https://digitalfinanceanalytics.com/blog/ where you can subscribe to our research alerts Please consider supporting our work via Patreon: https://www.patreon.com/DigitalFinanceAnalytics The full detailed set of post code data is available as […]]]>
                </itunes:subtitle>
                                    <itunes:episodeType>full</itunes:episodeType>
                                <itunes:title>
                    <![CDATA[DFA Live Q&A HD Replay: Will The AI Boom Save The Markets, Despite The War? With Damien Klassen]]>
                </itunes:title>
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                    <![CDATA[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 former “Trump” the latter? I was joined by Head of Investments Damien Klassen. We also covered the RBA cash rate decision too! Go to the Walk The World Universe at https://walktheworld.com.au/ Details of our one to one service are here: https://digitalfinanceanalytics.com/blog/dfa-one-to-one/ Find more at https://digitalfinanceanalytics.com/blog/ where you can subscribe to our research alerts Please consider supporting our work via Patreon: https://www.patreon.com/DigitalFinanceAnalytics The full detailed set of post code data is available as […]]]>
                </content:encoded>
                                    <enclosure url="https://episodes.castos.com/dfa/2454714/c1e-02jzf7q16xt1z56j-3455gnp1cmnr-kmmsjo.mp3" length="134727231"
                        type="audio/mpeg">
                    </enclosure>
                                <itunes:summary>
                    <![CDATA[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 former “Trump” the latter? I was joined by Head of Investments Damien Klassen. We also covered the RBA cash rate decision too! Go to the Walk The World Universe at https://walktheworld.com.au/ Details of our one to one service are here: https://digitalfinanceanalytics.com/blog/dfa-one-to-one/ Find more at https://digitalfinanceanalytics.com/blog/ where you can subscribe to our research alerts Please consider supporting our work via Patreon: https://www.patreon.com/DigitalFinanceAnalytics The full detailed set of post code data is available as […]]]>
                </itunes:summary>
                                                                            <itunes:duration>01:33:34</itunes:duration>
                                                    <itunes:author>
                    <![CDATA[Martin North]]>
                </itunes:author>
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