Bond Macro Warns As Markets Feed On Strong Earnings, For Now…

Bond Macro Warns As Markets Feed On Strong Earnings, For Now…

Author: Martin North May 23, 2026 Duration: 20:39
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 … Continue reading "Bond Macro Warns As Markets Feed On Strong Earnings, For Now…"

Tune in to Digital Finance Analytics (DFA) Blog for clear-eyed conversations about money, markets, and the technology reshaping them. Hosted by analyst Martin North, this podcast cuts through the noise of global headlines to focus on what financial and digital business trends mean specifically for the Australian context. Each episode feels like a detailed briefing, blending insights from the business, investing, news, and technology sectors into a coherent narrative. You’ll hear thoughtful analysis on everything from housing market shifts and regulatory changes to the real-world impact of emerging fintech and digital currencies. The discussion is grounded, avoiding hype in favor of practical observation. It’s designed for anyone who wants to understand the forces influencing their financial future, from seasoned investors to those simply trying to make sense of a rapidly evolving economic landscape. By focusing on the intersection of finance and digital innovation, this podcast provides a unique lens on both current events and long-term shifts. Join Martin North for a regular dose of perspective that is both informed and distinctly relevant to listeners navigating the Australian and global stages.
Author: Language: en-us Episodes: 76

Digital Finance Analytics (DFA) Blog
Podcast Episodes
Warning: Property Weakness Ahead Will Have Real World Consequences… [not-audio_url] [/not-audio_url]

Duration: 12:54
In recent posts I highlighted how the current property dynamics thanks to higher interest rates, and now Labor’s decision to introduce a minimum 30 per cent tax on capital gains from July 2027 and abolish negative gearin…
Are Markets At A Precarious Tipping-Point? [not-audio_url] [/not-audio_url]

Duration: 20:33
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. We got a bitter taste at the end of the week, as the NASDAQ Composi…
Forecasting Home Price Falls Is A Mugs Game… But… [not-audio_url] [/not-audio_url]

Duration: 10:44
The airwaves are full of property doom and gloom. It is interesting to see the narrative turn from property investors had no real impact on home prices, to now, prices will drop. In my earlier show I explained why this i…
Let’s Be Honest. Home Prices Must Fall! [not-audio_url] [/not-audio_url]

Duration: 15:52
Coalition housing spokesman Andrew Bragg, said this week. “Clare O’Neil just should have said the truth that everyone knows, that house prices for young people in this country are too high. They’ve been too high for too…
Why The Slowing Housing Market In Australia? [not-audio_url] [/not-audio_url]

Duration: 8:41
Funny how no none can agree why prices in Australian property might fall ahead. The Government blames the RBA for rising interest rates, while the RBA says Government policy is a significant factor. Sometimes I just wish…
Australia Saved By Data Centres For Now, As Our Luck Runs Dry… [not-audio_url] [/not-audio_url]

Duration: 12:34
Well, well, the latest data from the ABS revealed that Australia’s economy decelerated last quarter, missing estimates, thanks to the early impact of higher fuel costs and rising interest rates as well as slowing wages,…
Its Edwin’s Monday Evening Property Rant! [not-audio_url] [/not-audio_url]

Duration: 1:30:17
In this show, I discuss the latest data with our property insider Edwin Almeida, as we examine the monthly moves across the country, listings and sales, and also the rental story. There are many moving parts, across mult…
More Signs Of A Broken Property Market! [not-audio_url] [/not-audio_url]

Duration: 16:42
In a classic at first slowly, then with a rush, we are getting more data to confirm the depth of distress and distortion in the Australian property markets as the perfect storm for the two thirds of people who own proper…
Markets Are Leaping From Bubble To Bubble; Just Don’t Look Down! [not-audio_url] [/not-audio_url]

Duration: 20:13
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,…