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Martin North

We discuss the latest finance and digital business news, with a distinctively Australian flavour

Digital Finance Analytics (DFA) Blog

This is our weekly market update, where we start in the US, cross to Europe and Asia and end in Australia. This past week was an object lesson in the power of the Bond market. And not for the first time. A favourite quote on markets comes from the former CEO of Citicorp, Walter Wriston, … Continue reading "In A Hyper Financialised World, Bond Markets Rule…"

In A Hyper Financialised World, Bond Markets Rule…

You can tell an election is close as both major parties have launched their campaigns formally, with Dutton in Western Sydney and Albo in Perth. Recognising that costs of living and housing specifically are haunting younger voters, who now comprise the bulk of voters for the first time, housing was at the heart of both … Continue reading "Con Job: Housing Dog Whistles And Sugar Hits As Election Day Looms!"

Con Job: Housing Dog Whistles And Sugar Hits As Election Day Looms!

This is an edited version of a live discussion as I explore the latest market dynamics even as tariffs wreck the joint, and treasury yields rise; with Adam Stokes, a crypto evangelist. Is it time for new money, and how does all this play into the current election debates? https://www.youtube.com/@adamstokes http://www.martinnorth.com/ Details of our one … Continue reading "DFA Live Q&A Replay: Is The Financial System Breaking (And What’s Next): With Adam Stokes"

DFA Live Q&A Replay: Is The Financial System Breaking (And What’s Next): With Adam Stokes

This is my edit of a regular segment with Nuggets News, as we look at the latest market, finance and property news. This month we dwell on the question of the financial system, in the light of Trump’s tariffs and calls for the Fed Chair to cut rates. As a result, investors are leaving the … Continue reading "Economic Update: April 2025"

Economic Update: April 2025

Here we go again. Just yesterday, markets fell on Trumps comments concerning Fed Chair Jerome Powell, and by threatening to sack the head of the world’s most important central bank. Then the IMF came out with an economic update which slashed its US and global economic forecasts, warning that tariffs were ushering in a new … Continue reading "Markets Jump On Trump’s Latest Change Of Tune!"

Markets Jump On Trump’s Latest Change Of Tune!

Despite the slow fall in inflation, Australian households are paying through the nose for their insurance. Indeed, rising insurance premiums have been a notable contributor to Australia’s cost-of-living crisis. They have also placed upward pressure on CPI inflation. The Climate Council says that Australians are paying $30 billion more on insurance than they were a … Continue reading "Dumb Planning And The Rise In Insurance Costs: Costs Us All…"

Dumb Planning And The Rise In Insurance Costs: Costs Us All…

The data does not lie, housing is more out of reach for more Australians than ever before, whether renting, or purchase via a mortgage. The gap between incomes and home prices have gone through the roof, and households are spending more than ever on trying to house themselves. Over the past 20 years, property prices … Continue reading "Forget Affordable Housing: For Generations!"

Forget Affordable Housing: For Generations!

This is our weekly market update, where we start in the US, cross to Europe and Asia, and end in Australia, covering commodities and crypto on the way. I am minded this week of a 1930’s novel called Things Fall Apart, because it seems to me we saw a shattering of the Trump reform wave … Continue reading "Markets Rejoice On Trump Turnarounds But… Are Things Falling Apart?"

Markets Rejoice On Trump Turnarounds But… Are Things Falling Apart?

Despite the call for even more new building across Australia to meet the current demand for somewhere to live, it is worth noting that compared to many other countries we have been building more per 1,000 than almost all other countries. And we have talked before about the pressure on builders due to higher construction … Continue reading "The New Build Property Con…"

The New Build Property Con…

As we count down to the election, we look at the latest property news with our insider Edwin Almeida. Markets are slowing ahead of the winter season, though are still tracking ahead of last year in terms of listings, if not auctions. We also look at some of the underlying currents in the markets, from … Continue reading "Its Edwin’s Monday Evening Property Rant!"

In A Hyper Financialised World, Bond Markets Rule…

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