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

June 27, 2024 • 00:07:53

The Serious Money Is In Housing… But…

The ABS released their latest data on Household Wealth in the March 2024 quarter today. They say in aggregate terms, household wealth was up...

Episode

August 09, 2024 • 00:15:50

The Sham Build To Rent Property Solution...

Demand for a place to live remains very high, driven by population growth from mega-high migration and low but perhaps improving vacancy rates in...

Episode 0

February 22, 2019 • 00:25:53

Another Swipe At Banking Separation (Podcast)

I discuss the latest on the Senate Inquiry into Banking Separation (Glass-Steagall) with Robbie Barwick from the CEC. We have a significant opportunity to...