Markets Discombobulated By Rate Cuts And Mixed Rear View Mirror Data, But Still Bets On AI Growth!

Digital Finance Analytics (DFA) Blog

Jun 08 2024 | 00:28:03

00:00 / 00:28:03

Show Notes

In this week’s market review, as usual we will start in the US, cross to Europe, then Asia, and end in Australia, and in passing we cover commodities and crypto. I have been highlighting how the data driven approach by Central Banks is a problem, because as new data lands, markets try to respond, making swings in sentiment a core feature of every day. On Wednesday we got a rate cut from the Bank of Canada, who became the first major central bank among the Group of Seven countries to cut interest rates by a quarter of a percentage point […]

Other Episodes

Episode 0

November 27, 2023 • 00:57:58

Its Edwin's Monday Evening Property Rant!

More from Edwin, our property insider, as the trends in Sydney and Melbourne property diverge further. We also look at the latest news and...

Episode 0

October 11, 2023 • 01:29:15

DFA Live Q&A HD Replay: Household Finances And Mortgage Stress Update

This is an edit of a live discussion using data from our core market model. We look at the latest mortgage stress data, and...

Episode

February 04, 2025 • 01:32:38

DFA Live Q&A Replay: Investing Now; As Trade Wars Emerge: With Damien Klassen

This is an edited live discussion with Damien Klassen, Head of Investments at Nucleus Wealth and Walk The World Funds. The world has changed,...