Are Households Really Splashing The Cash?

Digital Finance Analytics (DFA) Blog

Aug 27 2026 | 00:12:08

00:00 / 00:12:08

Show Notes

Data today reinforces our view of more cash rate hikes are in the wind in Australia, as household spending data suggests households are just fine. Today we look at the data, highlight some issues with the interpretation, and consider that case for more hikes, adding to the pressure on some households. My base case is for one more rate hike this year. One big question which we return to often is the financial status of households. Australia unfortunately does a pretty bad job of current state analysis, preferring to rely on older data from the HILDA series, which can be quite […]

Other Episodes

Episode 0

April 06, 2020 • 00:21:28

Has The Banks' Time Come? - The DFA Daily 6th April 2020 [Podcast]

The latest edition of our finance and property news digest with a distinctively Australian flavour.

Episode 0

February 03, 2020 • 00:20:16

Teflon And Titanium - A Tarric Brooker Conversation [Podcast]

We discuss the latest political scene, against the economic backcloth and the spreading virus. Yet the latest poles still give the incumbents plenty of...

Episode

November 02, 2019 • 00:30:25

The Pushmi-pullyu Economy – The Property Imperative Weekly 02 Nov 2019 [Podcast]

The latest edition of our weekly finance and property news digest with a distinctively Australian flavour. Contents: 0:25 Introduction 1:15 US Economy 2:20 Fed...