May 2. 30 Nov 2022 01:03:22@cjoye. We would like to show you a description here but the site won’t allow us. Verified account Protected Tweets @; Suggested users“@cjoye @ALeighMP @Charlton_AB @DanielMulinoMP @AlboMP @JEChalmers Genuine question/thought. “The great regime change: growth and cheap money are dead of risky assets ‘living in a parallel universe’ - A recession may be precisely the jolt lackadaisical Millennials require to lift their game. It's very unstable at the street level. 1 million in crypto cant be withdrawn on FTX- $13. We would like to show you a description here but the site won’t allow us. 4. “GS: Australian capital-city dwelling prices rose +0. “@cjoye @PeteWargent Both this and Labor shared equity policy are attempts to shore up supporter bases/buy votes. . Embarrassingly wrong. Redirecting to /user/cjoye/. So how does this effect them? I would have thought ppl who regularly buy/sell homes or were looking to cash out for retirement would be more affected?”We would like to show you a description here but the site won’t allow us. Why are they silent on the stock NFLX performance???”“Westpac/MI Australian Consumer Confidence now lower than GFC levels--and aside from March 2020, the lowest since 1990. Especially as pandemic funding measures end”House prices to get whacked by rates again: If the cash rate does indeed hit 4. This will. . There was only one way to go. ConversationSee new Tweets. “@cjoye Sir. 1. @cjoye After some cajoling, I’ve dusted off my double barrel shottie and have agreed to track, hunt and eliminate the biggest housing bull of them all: @TheKouk @cjoye And then the currency will fall, inflation will accelerate and rates will need to go even higher than they would’ve needed to in the first place. 3. May 15, 2023 - 9:29AM. Bank of M&D or other exogenous injections can only go so far. Ave wage vs ave savings vs ave mortgage debt does not compute in my mind-who can afford a $600k mortgage at 7% without it destroying monthly income?”“@cjoye See through the noise with China - they are in population decline as Poor Japan v2. Grrrr”“@cjoye Thoughts on bank and esp. ” christopher joye on Twitter: "Good morning!" / Twitter. I am not a house price bull. There was only one way to go. We would like to show you a description here but the site won’t allow us. . 76% from 0. ”We would like to show you a description here but the site won’t allow us. Log in. “@cjoye Modi had highest voters support among all democratic countries! As Paul Keating repeatedly pointed out, Albo is just a sucker!”We would like to show you a description here but the site won’t allow us. ”“With an inflation-targeting central bank, cash is actually one of your best inflation hedges”See new Tweets. Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio manager at Coolabah Capital. 7%. “Aussie house price losses exceed 10%, Sydney losses breach 14%: 43 year record in sight “USDC 'Stablecoin' Breaks Peg As Circle Admits Billions Stuck With SVB Sign up. com. 3:30 AM · May 20, 2022 · Twitter Web App. Log in. this conversation. Crypto is toxic”We would like to show you a description here but the site won’t allow us. 2%. macrobusiness. @cjoye, @masters_joanne, @ImpactEconAU & @markgkenny. We now expect Australia's #housing prices to fall nearly 20%, before a modest recovery in 2024 as mortgage rates fall. We now expect Australia's #housing prices to fall nearly 20%, before a modest recovery in 2024 as mortgage rates fall. We would like to show you a description here but the site won’t allow us. We would like to show you a description here but the site won’t allow us. Sign upIn this conversation. . . 85% to 4. “ANZ's David Plank and Jack Chambers have today updated their RBA QE3 forecast to a potential program that could be as large as $189 billion, bringing them in line with Westpac's Bill Evans who is projecting a $150bn program for QE3 @Johnkehoe23 @ANZ_Newsroom @WestpacMacro”We would like to show you a description here but the site won’t allow us. Some areas down -25. “Good morning!” In this conversation. And inflation isn't coming down anytime soon with rents increasing Rate cuts in 2023 will simply shoot inflation back up. We reap what we sow. Sign upWe would like to show you a description here but the site won’t allow us. Strong academic credentials, but limited real world experience. . 11. We would like to show you a description here but the site won’t allow us. Quote Tweet. Sydney prices have fallen by 11. 3. 1:56 AM · Jul 29, 2022 · Twitter Web App. 0 replies 0 retweets 8 likes. See charts below for the latest daily index data for Syd/Melb @cjoye banks are throwing everything to keep the arrears off the books, giving repayment holidays, turning loans into 30-40 year mortgages interest free, & CBA anyone ahead on their loan schedule are getting repayment discounts! @cjoye I think you’re missing a factor from your interest rate property price calculator, how many investors were using a rising market to facilitate/service their loans, buy new properties& hide some properties under company trusts to hide their debt positions. In this conversation. ALT. christopher joye on Twitter: "Credit Suisse trying to squeeze. ”We would like to show you a description here but the site won’t allow us. au. 13 Jun 2023 05:35:09“RT @rogerkermode: I reckon there are two generations of ‘finance dudes’ who have never seen high inflation and cannot comprehend the fear i…”christopher joye on Twitter: "RBA now on track to hike rates in June given upside surprise to today's inflation, lifting the cash rate from 3. Sign upSee new Tweets. CHRIS JUDD’S Masters of the Market Masters of the Market is back for 2021 and the first episode of the year is with CIO of Coolabah Capital and columnist for the AFR, Chris. 85% to 4. christopher joye on Twitter: "A property I heard about was. Likes. We would like to show you a description here but the site won’t allow us. Verified account Protected Tweets @; Suggested users Aussie house prices are continuing to fall at a very rapid pace in December based on early data from We would like to show you a description here but the site won’t allow us. We would like to show you a description here but the site won’t allow us. We would like to show you a description here but the site won’t allow us. . “Morning!”We would like to show you a description here but the site won’t allow us. 30 Nov 2022 01:03:22 Australia faces "largest and longest house price correction in history" - MacroBusiness In this conversation. “Pretty clear RBA has been spooked by house price collapse, which is only going to get worse”christopher joye on Twitter. Lower bound of our 15-25pc forecast correction could be an optimistic outcome…”Log in. Australia experiences worst house price falls in 42 years, with more to come. @cjoye In an apartment complex of 100, it only takes 2 or 3 sales to mark down the whole 100. Redirecting to /cjoye/status/1675386755422494722 Embed Tweet. commodities are a grand idea #BTC“Aussie house price losses exceed 10%, Sydney losses breach 14%: 43 year record in sight 'Stablecoin' Breaks Peg As Circle Admits Billions Stuck With SVB up. Found. “@cjoye Step forward for transparency, but still doesn’t stop more/different things being said in other forums (or by other RBA officials). 5% pa, or 2. @cjoye/Twitter) Shark clamps onto diver's leg as blood and screams pour out in attack video. We would like to show you a description here but the site won’t allow us. We would like to show you a description here but the site won’t allow us. ly/3tKymvn 8:25 PM · Nov 21, 2022 · Twitter Web App@cjoye Aussie house price update to 25 July: Sydney prices down 1. A controversial article by Christopher Joye, an outspoken investment portfolio manager and columnist for the Australian Financial Review, has. 3. I'm often asked how much time/effort it takes to write an AFR column. “GS: Australian capital-city dwelling prices rose +0. “Bitcoin down at US$20k again, but Aussie house prices stabilising once more while equities tank. Binance Australia selling bitcoin $6k cheaper than other exchanges. Retweets. Quote Tweet. Where did you get 20% from?”RBA governor Phil Lowe said today that for Aussie inflation to hit its 2-3% target, wages can only grow at circa 3. ↑ Joye, Christopher. Aussie house prices fell in 2022 by their largest margin since records began in 1980. Higher long-term risk-free cash rates are going to create a protracted pain trade for risky assets. We would like to show you a description here but the site won’t allow us. We would like to show you a description here but the site won’t allow us. macrobusiness. Last Friday was a normal day for us: we did about $450m of trades, and I actively directed ~$300m of them. 9. Find great real estate professionals on Zillow like cjoyeThere are 9 words found that match your query. New RBA analysis shows that between 15% and 17% of all Aussie borrowers are likely to experience negative cash-flows as a result of rate hikes in the RBA's base-line and adverse scenarios“@KellyAlspals @cjoye ALD share price hasn't moved much, so either no productivity or wage-rate spiral imo. Verified account Protected Tweets @; Suggested usersSign up. Log in Another story this morning with fresh quotes from NSW Treasurer @dmookheyMLC on paying back the Liberal Party's $100bn debt explosion: "When asked about the $40 billion in managed funds administered by the state’s debt arm, Treasury Corp, including a $1. Interest rates have soared, but commercial property values have barely moved. Master Your Unstoppable Mindset. Property is ‘sleepwalking’ towards its biggest test since the GFC. Since first RBA May hike, Syd/national market has fallen at 23%/14% annualised pace. In this conversation. Log in. We would like to show you a description here but the site won’t allow us. Log inWe would like to show you a description here but the site won’t allow us. See new Tweets Nothing like purposely using a log graph to make it look like it has barely crashed ever Massive downside miss for Aussie monthly inflation - RBA should pause and if they hike in December they will struggle to do much more. Sitting on $6. 6%; 5 city index prices down 1. Try and think of the whole story not the macro people want you to hear and fear”In this conversation. Our subs will likely need to contain the most serious expansionist ambitions of an India we haven't yet met in the 2040s”“Huge jump in Sydney auction clearance rate to 74. Replying to @cjoye @Harold36089778. 7% in 11 days of Aug); Melb down 3. Honestly, we hit the limit current incomes can support. We would like to show you a description here but the site won’t allow us. 5% plus 1% productivity. “Real interest rate hammer has yet to fall would like to show you a description here but the site won’t allow us. We would like to show you a description here but the site won’t allow us. See new TweetsNothing like purposely using a log graph to make it look like it has barely crashed everMassive downside miss for Aussie monthly inflation - RBA should pause and if they hike in December they will struggle to do much more. This will in turn demand radical attitudinal change. Funny thing is many keep saying it hasn't crashed yet. . “@cjoye After yeeeaars of saving for a deposit and finally getting into the market [at peak Jan 22] we now have to deal with this. 2%. We would like to show you a description here but the site won’t allow us. We would like to show you a description here but the site won’t allow us. We would like to show you a description here but the site won’t allow us. Visit cjoye's profile on Zillow to find ratings and reviews. Both of which disproportionately affect the bottom 50% of households. Stock up 18%. Interesting. @cjoye Sydney house prices have fallen 11. It would not shock me for people in 2034 to be asking "is this the year Australian property prices finally see gains?". au. Sydney is off 10. "@wmdglasgow Yes, @cjoye is one of our best journalists" (Tweet) – via Twitter. We would like to show you a description here but the site won’t allow us. Log in. 4% pa return. Youre allowed to tweet at new cycle-low milestones only. I doubt the rise over the previous Q was sustainable, given the reduction in borrowing power. We would like to show you a description here but the site won’t allow us. ”christopher joye on Twitter: "Good morning!" / Twitter. We would like to show you a description here but the site won’t allow us. No wonder RBA is slowing down. However, the. Show more". We would like to show you a description here but the site won’t allow us. Log inWe would like to show you a description here but the site won’t allow us. FML 🫠”“@cjoye Too corrupt and too much poverty. Replying to. . RT @CommSec: In our latest Executive Series interview we sat down with @cjoye from Coolabah Capital to chat about wide range of issues including recent collapse of. Tech party is over as Canva and Atlassian get tough, and perks dry up“Does any seriously believe house prices will not fall after the RBA cutting the cash rate from 1. First time I've properly suited up in a long while. “@TvcMike @cjoye tech/growth/risk assets, makes any real sense. “I did a podcast interview with Koda's David Clark on the coming commercial real estate crash, why a second phase of the housing correction will emerge, the looming. christopher [email protected] @DrCameronMurray: Has anyone pulled together a list of all the wrong predictions about the housing market from mid-2020? If I recall, predictions of 30% price falls were common. We would like to show you a description here but the site won’t allow us. This chart from Bloomberg provides a good summary of consensus estimates. Aug 16. Redirecting to /cjoye/status/1675386755422494722Embed Tweet. 9:26 PM · Aug 15, 2022 · Twitter Web App. You are right to hesitate on price directions for houses - low listings are contributing to price stability, but so are rents increasing by 25% ($120 pw on $500 pw) and many buyers paying cash (not first home buyers). Don’t know anyone else that predicted that. 1. Investors want little to do with a sector heading for a big dose of reality. Maybe u can get annoyed that the advertisers allowed this ad? But Matt Damon isn't a financial expert, how is he gonna predict what happens in mkts in 2022, lol. 8:58 PM · Oct 5, 2022 · Twitter Web App. Even with yields down. 5%, the Bank of Canada at 4. 8%mom in March, the first monthly increase since April 2022 and the largest monthly increase since January 2022. 9% vs 56. . CoreLogic: Australian home values officially record the largest decline on record would like to show you a description here but the site won’t allow us. Retweets. We would like to show you a description here but the site won’t allow us. 2B cash! @cjoye Aussie house prices now correcting fast as rates rise, led by Sydney and Melbourne: RBA will struggle to lift past 1. 10% in more pain for borrowers and home owners. 13 Jun 2023 05:35:09 “RT @rogerkermode: I reckon there are two generations of ‘finance dudes’ who have never seen high inflation and cannot comprehend the fear i…” christopher joye on Twitter: "RBA now on track to hike rates in June given upside surprise to today's inflation, lifting the cash rate from 3. ”“Yep. @cjoye yep, thats the point. “Why is Bitcoin back down at US$22k?”“@cjoye You should dissect Aus equities vs S&P500. @cjoye. See new Tweetschristopher joye on Twitter: "RT @eurekareport: On Talking Finance this week with @AlanKohler: central banks face a longer, harder task to get inflation down; dodging an Australian recession; an inflationary budget & opposition in the opposition ft. 5%. We would like to show you a description here but the site won’t allow us. We would like to show you a description here but the site won’t allow us. com. 65% in November. 7%. 2021 Olympic Medalist, Joey Lye, shares stories and insight into some of the mental skills and strategies that prepared her [email protected] million in crypto cant be withdrawn on FTX- $13. Melb also up: 67. ly/3pmX9Dk. Verified account Protected Tweets @; Suggested usersWe would like to show you a description here but the site won’t allow us. Log inchristopher joye @cjoye 7h One of the more interesting questions going around is whether bonds issued for environment, social and/or governance (ESG) purposes attract a lower. Australia needs to produce more with fewer people. Sign upLog in. “@cjoye Japan took over 10 years from peak to 'bottom' with a similar size bubble. The real problem, people still spending and employment strong. Bang on our forecast for 15-25% cumulative loss. Verified account Protected Tweets @; Suggested usersLog in. Games fiasco will leave business shaking its head at Victorian farce. Verified account Protected Tweets @; Suggested usersThe data always tells a story and sticky inflation makes it impossible to see an upside with House prices til Q1 maybe even Q2 2024 Bear market like the 1 we are in. 10% in more pain for borrowers and home owners. We would like to show you a description here but the site won’t allow us. 7% in July; Melbourne prices down 1. @cjoye. Both are inflationary to housing and do nothing to address affordability. Sydney (+1. We would like to show you a description here but the site won’t allow us. Verified account Protected Tweets @; Suggested usersIn this conversation. We would like to show you a description here but the site won’t allow us. christopher joye. com. The news is not good: "We construct a new ‘weighted-median’ measure of…” Honestly, we hit the limit current incomes can support. Likes. Plus ,Bitcoin and Ethereum are down less than tech stocks. ”We would like to show you a description here but the site won’t allow us. 3%. S&P Reports Australian Home Loan Arrears Rose In December: S&P's Performance Index (SPIN) for Australian prime mortgages increased in December to 0. 7% on 376 auctions (@corelogicau) vs 49. Sign up“@cjoye People keep in mind the huge upswing the housing market had pre covid. We would like to show you a description here but the site won’t allow us. The Australian Financial. According to your own chart the annualized figure for Sydney is approx 11-12%. …”We would like to show you a description here but the site won’t allow us. “Bitcoin down at US$20k again, but Aussie house prices stabilising once more while equities tank. IR here are… Show more . This will be record housing crash, 100% triggered by rate hikes -. 2m are customer assets. Sydney (+1. Retweets. Australia faces "largest and longest house price correction in history" - MacroBusiness. Sign up“@mitch_dol @cjoye @TomInvesting This is the Jan REINZ HPI Index developed with our RBNZ. 1%, bringing total decline to 6. 75% bonds or 5,6% annuity products without losing any skin to the middleman, market would be below 4,000 point instantly! Once BoJ st“Mortgage stress to rise as RBA flags risk of higher rates in. They all have movies on Netflix, and Netflix is down 80%. 2 days ago. Immigrants need groceries, cars, bank accounts, etc”“Westpac data shows that exactly 50% of all borrowers are less than one month ahead on their mortgage repayments, or behind. Log in. estimates will revise down a bit. 8%mom in March, the first monthly increase since April 2022 and the largest monthly increase since January 2022. NSW's interest bill will surge past $7 billion/yr according to Treasurer @dmookheyMLC. 28. @cjoye. ConversationSee new Tweets. christopher joye on Twitter: "Morning!" / Twitter. Aug 16. It’s like the economy has cancer and our doctors wants to stop treatment caus we’re feeling nauseous from the chemo 🤦♂️ @cjoye True, but houses / home units are hard to beat. would like to show you a description here but the site won’t allow us. ”We would like to show you a description here but the site won’t allow us. Drone operator Christopher Joye posted. We would like to show you a description here but the site won’t allow us. afr. they all roll over the same. Prepare for equities and property pain. It. christopher joye on Twitter. Verified account Protected Tweets @; Suggested usersWe would like to show you a description here but the site won’t allow us. christopher joye on Twitter. @parrapower2022 @solo_dio_ @rabbit_wealth @AvidCommentator @BikoKonstantin1 @Aus__Property @rabbit_wealth @justthink1 @cjoye . what you choose? We would like to show you a description here but the site won’t allow us. ”We would like to show you a description here but the site won’t allow us. These people need equity Plenty of people get paid goid money a d know very little of what they do The lesson is the herd mentality is alive and well On the way uo! All the way down Probability market crash epic proportions Going to be like the car market but even more acute We would like to show you a description here but the site won’t allow us. Verified account Protected Tweets @; Suggested users“@cjoye plenty of illiquidity in the big super funds non-listed assets. Acquire everything! It’s a bull market! Equities are cheap! The buy-the-dip-reflex will prevail! Central banks will slash rates and lift their inflation targets!We would like to show you a description here but the site won’t allow us. I'm often asked how much time/effort it takes to write an AFR column. christopher joye @cjoye. ALT. 1%, declining at a 17% annual rate, while Brisbane prices fall at 20% annual rate bit. We would like to show you a description here but the site won’t allow us. 04 May 2023 06:47:40Log in. 2 days ago. . Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio manager at Coolabah Capital. We would like to show you a description here but the site won’t allow us. 7%; Brisb off 1. Verified account Protected Tweets @; Suggested usersWe would like to show you a description here but the site won’t allow us. christopher joye. ”We would like to show you a description here but the site won’t allow us. Sign upDay of valuations reckoning looms for commercial real estate owners, valuers and auditors. The stunning incident occurred in the waters off Werri Beach in New South Wales on Sunday and was captured on video. So presumably brought their first home. . We would like to show you a description here but the site won’t allow us. au “GS have published research on what Australia's inflation rate looks like using the new monthly data, crucially excluding items the ABS does not collect information on (and imputes to have no change). Anecdote from my AFR column today: “For Australia’s inflation rate to subside, we will also need more productivity to rationalise the brisk rates of wage growth. and @Johnkehoe23. Forecast looks good. This is 70s. “Super strong US employment data will embolden Fed to push to 5. com. It'll work right up until the point it is discovered that debt outstrips M2 money by a factor of 10:1 . “@bluntman_eth @Tombeecon @cjoye So they just entered the real estate market. 4% followed by Brisbane (-8. Verified account Protected Tweets @; Suggested users“Worst house price declines in 42 years, with more to come. Victoria's annual interest bill on its debt will rise towards $9 billion/yr by 2027 according to CBA analysis. It’s funny because traders on the street know that on Friday mornings, I will be buried in one. “Morning!” We would like to show you a description here but the site won’t allow us. 1 – weakest reading since the depths of the early-1990s recession, Hassan said. Key takeaways * 15-20% peak to trough in Australian housing prices remains the view. 0%), Melbourne (-7. We would like to show you a description here but the site won’t allow us. A $14m unsecured loan will cover the client loss, creating a $32m debt for Huobi Like I said before: there will be unpredictable fall out from FTX in. @cjoye. . . Aussie housing collapse spreads as Brisbane joins the Sydney and Melbourne crash bit. 1. Immigration is still big in Aus. 92. “I did a podcast interview with Koda's David Clark on the coming commercial real estate crash, why a second phase of the housing correction will emerge, the looming. . Prepare for equities and property pain - my analysis. ·. afr. christopher joye on Twitter. What’s the result?”We would like to show you a description here but the site won’t allow us. We would like to show you a description here but the site won’t allow us. christopher joye on Twitter. 6%mom) prices led the increase. ”“@Fuffalufaguz @cjoye I bought at top 23 year old fixed rate 14 percent price tanked was in negative equity for 10 years house needed totally renovated sold for same price after all interest bills and pound bought nearly half what it would everyone is conned by media having to have what everyone has”We would like to show you a description here but the site won’t allow us. Someone did the math on how the housing ponzi affects this generation compared to the days of old. 4%. christopher joye on Twitter: "Morning!" / Twitter. We would like to show you a description here but the site won’t allow us. @cjoye. Jerome Nugent-Smith. We would like to show you a description here but the site won’t allow us. This marks a turning point in your powers. Fun interview with nabtrade on bond markets. Well done. House price declines not likely to slow until RBA stops hiking. Binance Australia selling bitcoin $6k cheaper than other exchanges. We would like to show you a description here but the site won’t allow us. Conversation“@cjoye who would have thought lending money to a government with a printing press that practically can't default would result in potentially the 2nd largest bank collapse in US history 😄”In this conversation. “@cjoye It seems a bit silly to me that an actor, doing an advert, with a script, on the television, should suddenly become a financial commentator on cryptocurrencies. @cjoye RBA speech just published: almost 30% of Aussie borrowers will suffer a more than 40% increase in their mortgage repayments if the RBA lifts the cash rate by 300 basis points, though concludes everything will be ok in that event. It’s like the economy has cancer and our doctors wants to stop treatment caus. Verified account Protected Tweets @; Suggested usersIn this conversation. There were good re“@Sporticus13 @cjoye @TheKouk I was wondering the other day how much of Wayne Swan’s unfulfilled budget surplus was the result of Koukie’s crystal ball. 1%, declining at a 17% annual rate, while Brisbane prices fall at 20% annual rate bit. 1%. We would like to show you a description here but the site won’t allow us. The wage costs for businesses producing products is far too high and can only be addressed by greater productivity, which means fewer workers. “No strong view on NSW election other than that NSW Labor Treasurer Daniel Mookhey is the smartest and hardest working politician I have ever dealt with in my life @dmookheyMLC @ALeighMP” Well you called it when you said we could likely have another series of rate hikes after the pause @cjoye. Interesting to see Treasurer Jim Chalmers trying to directly jawbone the RBA into not hiking by arguing that the inflation result does not meet the "material" upside surprise test Bullock set - despite every economist and the market saying it does. Sydney house prices plummet like it's 1983. In this conversation. In this conversation. Like. @cjoye. In this conversation. & 50% are admin. Property is ‘sleepwalking’ towards its biggest test since the GFC.