Some Green Shoots Midst The Gloom?

March 12, 2025 00:10:14
Some Green Shoots Midst The Gloom?
Digital Finance Analytics (DFA) Blog
Some Green Shoots Midst The Gloom?

Mar 12 2025 | 00:10:14

/

Show Notes

The narrative has turned quite negative recently despite the first rate cut in years, thanks to cash flow pressures, the overhang of poor housing affordability, high migration and the tariff wars coming from the US. And yet, if you look closely, there might just be some signs of green shoots. But then you need to ask, is this signal, or noise? For example, the latest Westpac-Melbourne Institute sentiment bulletin, released today reported a solid 4% rise in March, lifting to 95.9 from 92.2 in February which we note though is still in negative territory, as the survey detail shows the […]

Other Episodes

Episode 0

September 04, 2021 00:24:56
Episode Cover

A Rumble In The Jungle! [Rant]

In this unscripted rant I discuss some of the main questions I think about concerning the Australian economy. Do central banks know what they...

Listen

Episode

July 29, 2019 00:21:14
Episode Cover

Watch Out For The Bull Trap! [Podcast]

I discuss the latest in the property market with Tony Locantro from Alto Capital, based in Perth. Tony took the bet with The Kouk...

Listen

Episode

April 25, 2024 00:14:15
Episode Cover

Looking Past Hopium Towards Real Numbers...

The value of stocks are driven partly by momentum, through perhaps we should really call this hopium, as its really investors betting with their...

Listen