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. “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. 7%. 9:26 PM · Aug 15, 2022 · Twitter Web App. 6%mom) prices led the increase. I am not a house price bull. We would like to show you a description here but the site won’t allow us. The Australian Financial. We would like to show you a description here but the site won’t allow us. Replying to @cjoye @Harold36089778. Replying to . “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. ”We would like to show you a description here but the site won’t allow us. Especially as pandemic funding measures end”House prices to get whacked by rates again: If the cash rate does indeed hit 4. “RBA may be told to hold press conferences; Barrenjoey talk queried would like to show you a description here but the site won’t allow us. Interesting to see Treasurer Jim Chalmers trying to directly jawbone the RBA into not hiking by arguing that the inflation result does not meet. Verified account Protected Tweets @; Suggested [email protected]! From US2yr notes to the Russell2000 and Peleton, Netflix, AfterPay etc etc etc. Log in. Quote Tweet. House price declines not likely to slow until RBA stops hiking. 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. Interesting. Likes. We would like to show you a description here but the site won’t allow us. Verified account Protected Tweets @; Suggested usersWe would like to show you a description here but the site won’t allow us. “@cjoye Step forward for transparency, but still doesn’t stop more/different things being said in other forums (or by other RBA officials). Captain Slapstick AC AO AM OAM AK @CaptSlapstick · 6h. 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. By Huobi announced $18. . Sign upchristopher joye @cjoye. Retweets. We would like to show you a description here but the site won’t allow us. @Dante57112893. “@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. We would like to show you a description here but the site won’t allow us. Replying to . au. 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. States need fiscal revolution to avoid debt bomb - our analysis on NSW and Victoria. “Bitcoin down at US$20k again, but Aussie house prices stabilising once more while equities tank. We would like to show you a description here but the site won’t allow us. Wonderfully cherry picked data in desperation to keep credibility of the narrative that allows them to be defenders of last resort of the great Australian credit fuelled housing bubble. . 7% in July; Melbourne prices down 1. Sydney house prices plummet like it's 1983 - MacroBusiness. It'll work right up until the point it is discovered that debt outstrips M2 money by a factor of 10:1 . #ausecon @felicity_emmett @AdelaideTimbrel. “Morning!” 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. I still haven’t seen you clearly outline why rates will stay high over the medium to long term, when nothing has fundamentally permanently changed since 2019. ConversationSee new Tweets. afr. This will be record housing crash, 100% triggered by rate hikes - it has only just started. Expect a global recession, continuing asset price declines, and waves of defaults, writes cjoye. Your chart is pretty much 12 months already. ”Log in. Funny thing is many keep saying it hasn't crashed yet. 7%. Aug 16. 11. Bank of M&D or other exogenous injections can only go so far. what you choose? We would like to show you a description here but the site won’t allow us. Redirecting to /user/cjoye/. Honestly, we hit the limit current incomes can support. 1%; Brisbane prices down 0. And homes are still priced above Covid levels. 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. 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. 0%), Melbourne (-7. First miss on EPS since IPO, I think. Sign up“@haluksenlik @cjoye There is obviously significantly more risk and fraud in crypto than in the stock market, but Matt Damon promoted a centralized brokerage that curates assets and thus doesn't expose you to the scams where possible. NSW's interest bill will surge past $7 billion/yr according to Treasurer @dmookheyMLC. @TheKouk · Jul 8. “India is an important ally that can’t be trusted Replying to @cjoye Usecases for blockchain are only limited by the imagination. 2B cash! @cjoye Aussie house prices now correcting fast as rates rise, led by Sydney and Melbourne: RBA will struggle to lift past 1. 1%; Brisbane prices down 0. True, but houses / home units are hard to beat. Sign upIn this conversation. Found. would like to show you a description here but the site won’t allow us. 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. We would like to show you a description here but the site won’t allow us. “@bluntman_eth @Tombeecon @cjoye So they just entered the real estate market. christopher joye on Twitter: "Morning!" / Twitter. macrobusiness. 1. Hard to start a business or buy your first home if you can’t borrow money anywhere”“Aussie house prices moving sideways in February month to date, which is interesting. . 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. 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. afr. We would like to show you a description here but the site won’t allow us. 30 Nov 2022 01:03:22@cjoye. The news is not good: "We construct a new ‘weighted-median’ measure of underlying inflation based on a truncated monthly CPI. I'm often asked how much time/effort it takes to write an AFR column. @cjoye. Try and think of the whole story not the macro people want you to hear and fear”In this conversation. 8%mom in March, the first monthly increase since April 2022 and the largest monthly increase since January 2022. 4% pa return. This chart from Bloomberg provides a good summary of consensus estimates. “Morning!”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. 8 per cent, it would mean that purchasing power has been eroded by a total of 33 per cent since the RBA kicked off this cycle in May last year. We would like to show you a description here but the site won’t allow us. 25pc and possibly beyond, also raising risk RBA hikes past 3. ALT. 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. “@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. “House price crash update: Syd prices down 6. Sign up“@mitch_dol @cjoye @TomInvesting This is the Jan REINZ HPI Index developed with our RBNZ. This will be record housing crash, 100% triggered by rate hikes -. Found. Key takeaways * 15-20% peak to trough in Australian housing prices remains the view. @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. Sydney is off 10. @cjoye · Aug 5. “First housing bear in my cross-hairs: UBS concedes yesterday, "Looking fwd, we had expected home prices could drop 10%, but it could be smaller now. While all costs (interest, rates, land tax, utility, body corp, maintenance) are against investors, 2m deposit gives u 100k effortless money. We would like to show you a description here but the site won’t allow us. 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. Embarrassingly wrong. It’s funny because traders on the street know that on Friday. “@BruceMeaney @cjoye I don’t know if it’s good. Our globally unique War Lab put 74% probability on military conflict between China/Taiwan and a 45% chance of US-China conflict erupting over next decade based on data up to 2020. Sign upDay of valuations reckoning looms for commercial real estate owners, valuers and auditors. 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. 1. In levels terms, capital-city dwelling prices…”@cjoye. 2:58 AM · Jun 30, 2023. 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. “The “family finances vs a year ago” sub-index dropped 8% in February, to 62. ”“With an inflation-targeting central bank, cash is actually one of your best inflation hedges”See new Tweets. Youre allowed to tweet at new cycle-low milestones only. We would like to show you a description here but the site won’t allow us. @cjoye. ly/3tKymvn 8:25 PM · Nov 21, 2022 · Twitter Web App@cjoye Aussie house price update to 25 July: Sydney prices down 1. @cjoye/Twitter) Shark clamps onto diver's leg as blood and screams pour out in attack video. Redirecting to /cjoye/status/1675386755422494722Embed Tweet. Property is ‘sleepwalking’ towards its biggest test since the GFC. 18 Jul 2023 02:09:39. “Bitcoin down at US$20k again, but Aussie house prices stabilising once more while equities tank. 4%mom) and Melbourne (+0. 28. We would like to show you a description here but the site won’t allow us. The bears are gonna start running for the hills when they see wolverine chasing em”We would like to show you a description here but the site won’t allow us. House prices fell at slightly slower rate in Oct, with 5 city index from @corelogicau losing 1. A controversial article by Christopher Joye, an outspoken investment portfolio manager and columnist for the Australian Financial Review, has. “Super strong US employment data will embolden Fed to push to 5. Verified account Protected Tweets @; Suggested usersWe would like to show you a description here but the site won’t allow us. Forecast looks good. ”We would like to show you a description here but the site won’t allow us. May 15, 2023 - 9:29AM. “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. Log in. “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. First time I've properly suited up in a long while. ly/3tKymvn 8:25 PM · Nov 21, 2022 · Twitter Web App @cjoye Aussie house price update to 25 July: Sydney prices down 1. Prepare for equities and property pain - my analysis. 04 Jun 2023 22:01:37We would like to show you a description here but the site won’t allow us. Last Friday was a normal day for us: we did about $450m of trades, and I actively directed ~$300m of them. Australia needs to produce more with fewer people. 5k USD when you started this fund in May 2020. This is 70s. 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. We would like to show you a description here but the site won’t allow us. @cjoye. Drone operator Christopher Joye posted. Stock up 18%. 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. It would not shock me for people in 2034 to be asking "is this the year Australian property prices finally see gains?". We would like to show you a description here but the site won’t allow us. 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. 1%. . . christopher joye on Twitter. We would like to show you a description here but the site won’t allow us. 3. @cjoye In an apartment complex of 100, it only takes 2 or 3 sales to mark down the whole 100. . 1KWe would like to show you a description here but the site won’t allow us. Verified account Protected Tweets @; Suggested users In this conversation. This will in turn demand radical attitudinal change. “@cjoye Japan took over 10 years from peak to 'bottom' with a similar size bubble. Log inWe would like to show you a description here but the site won’t allow us. I suspect the increased earnings (and potentially profit) of the big players in ASX 200 might offset increases in discount rates. Even with yields down. Replying to. The quarterly pace of decline accelerated to. “Pretty clear RBA has been spooked by house price collapse, which is only going to get worse”christopher joye on Twitter. “@cjoye Watched The Big Short again last night - I fear the can kicking is going to end soon and we will have our very own subprime moment. 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). 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. 76% from 0. Victoria's annual interest bill on its debt will rise towards $9 billion/yr by 2027 according to CBA analysis. Our predicted housing recovery continues @FinancialReview (Prelim. Discerning Coins for example is a new way of collecting coins - using the blockchain! Chris, we've talked about this. We would like to show you a description here but the site won’t allow us. Don’t know anyone else that predicted that. 7% in July; Melbourne prices down 1. com. We would like to show you a description here but the site won’t allow us. 1. Verified account Protected Tweets @; Suggested users “Worst house price declines in 42 years, with more to come. 4. Interesting. Log in. com. . 9:35 PM · Aug 9, 2022 · Twitter Web App. and @Johnkehoe23. So presumably brought their first home. A 30year investment for most. @cjoye Cracking interview with the great Tom Piotrowski on equities, bonds, house prices, banks and pretty much everything under the sun - notably recorded before the RBA kicked off its second hiking cycle…CoreLogic is the leading property data, information, analytics and services provider in Australia and New Zealand with growing partnerships throughout Asia. they all roll over the same. This will bring the RBA much closer to global central banks like BoE at 4. 1% in 2020 drove Aussie houses prices 37% higher. Log in. Like. 30% drop wipes out 40% of gains! Its so bad REINZ has taken down old reports!”“@ddtraderr @cjoye Ummmm Yes they can refinance however this is happening because interest rates are rising ⬆️⬆️⬆️ They may be able to refinance if they paid off enough, and if the properties have appreciated in value That’s a few “ifs” in there Overall, the situation is grim at beset”“3x crypto banks now dead: Silvergate; Silicon Valley; and Signature. We would like to show you a description here but the site won’t allow us. In this conversation. 8%mom in March, the first monthly increase since April 2022 and the largest monthly increase since January 2022. We would like to show you a description here but the site won’t allow us. 5%; 5 capital cities have fallen 3. 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. “Good morning!”In this conversation. 16 May 2023 00:02:27“Aussie house prices fall another >1% in November, total loss now 7. “@cjoye @PeteWargent Both this and Labor shared equity policy are attempts to shore up supporter bases/buy votes. & 50% are admin. christopher 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 of cost of capital than normal debt instruments without an ESG label. We would like to show you a description here but the site won’t allow us. ”Log in. 8:58 PM · Oct 5, 2022 · Twitter Web App. We would like to show you a description here but the site won’t allow us. 5%, the…. Replying to. . The latest tweets from @cjoye Dante. The news is not good: "We construct a new ‘weighted-median’ measure of…” Honestly, we hit the limit current incomes can support. Grrrr”“@cjoye Thoughts on bank and esp. 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. @cjoye Cracking interview with the great Tom Piotrowski on equities, bonds, house prices, banks and pretty much everything under the sun - notably recorded before the RBA kicked off its second hiking cycle… @cjoye A tiny, single day drop in Aussie house prices evidenced in the CoreLogic daily data---is it pure noise or something more substantive as tighter policy grips? corelogic. Wonderfully cherry picked data in desperation to keep credibility of the narrative that allows them to be. @cjoye posits #stock are 20% overvalued given the 5% discount rate -> seeing this in earnings #mastercard and #carnival both accelerating earnings, but not rewarded post. Crypto is toxic”We would like to show you a description here but the site won’t allow us. Log in. Plus ,Bitcoin and Ethereum are down less than tech stocks. 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. . 1:24 AM · Jul 9, 2023 · 10. . Sydney (+1. Verified account Protected Tweets @; Suggested usersIn this conversation. @cjoye I still haven’t seen you clearly outline why rates will stay high over the medium to long term, when nothing has fundamentally permanently changed since 2019. Someone did the math on how the housing ponzi affects this generation compared to the days of old. Log in. . 5%. christopher joye on Twitter. What’s the result?”We would like to show you a description here but the site won’t allow us. No wonder RBA is slowing down. “GS: Australian capital-city dwelling prices rose +0. 1%, bringing total decline to 6. christopher joye. Huobi announced $18. Considering the RBA's housing price model predicts some pretty major price falls if rates rise 1%, it would be interesting to see how falling real wages may potentially exacerbate that. Sign up“@cjoye People keep in mind the huge upswing the housing market had pre covid. Replying to @cjoye @Harold36089778. *Potential for another RBA hiking cycle >4%. We would like to show you a description here but the site won’t allow us. 10:21 PM · Jul 8, 2022 · Twitter for iPhone. Aug 16. 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. …”We would like to show you a description here but the site won’t allow us. Verified account Protected Tweets @; Suggested usersIn this conversation. Melb also up: 67. “Good morning!” In this conversation. ↑ Joye, Christopher. Sign upNSW Treasurer Daniel Mookhey today reveals that Perrottet/Kean had planned to burden NSW taxpayers with another $25bn of debt to allow their investment arm, TCorp, to punt this money on stocks. "@wmdglasgow Yes, @cjoye is one of our best journalists" (Tweet) – via Twitter. I'm often asked how much time/effort it takes to write an AFR column. 3:30 AM · May 20, 2022 · Twitter Web App. @cjoye yep, thats the point. Sign upWe 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. LNP for all its 'hawkishness' over China refused to develop onshore manufacturing for fear of unions. Quote Tweet. Verified account Protected Tweets @; Suggested usersWe 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. 3. We would like to show you a description here but the site won’t allow us. Sign upWe would like to show you a description here but the site won’t allow us. Find great real estate professionals on Zillow like cjoyeThere are 9 words found that match your query. According to your own chart the annualized figure for Sydney is approx 11-12%. 30 Nov 2022 01:03:22 Australia faces "largest and longest house price correction in history" - MacroBusiness In this conversation. . 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. “@cjoye Sir. Rebounding asset prices would keep inflation - and rates - higher for longer. ”While lots of people talk about the risk of war without actually understanding the odds, new research sheds light on the probability of major power conflict. ConversationIn this conversation. Binance Australia selling bitcoin $6k cheaper than other exchanges. Fun interview with nabtrade on bond markets. However, the. ALT. 50% in 2019 to 0. Prepare for equities and property pain. 4%. See new Tweets. We would like to show you a description here but the site won’t allow us. ConversationSee new Tweets. Retweets. christopher joye @cjoye. Team Talk: Cowboys 2023 overview, best 17, squad update. Both of which disproportionately affect the bottom 50% of households. It. Verified account Protected Tweets @; Suggested users“@ChandAshok @cjoye Totally agree re government mistakes but struggle to understand why ‘independent organisations’ have the power to dial up the misery of Australians in the form of unemployment and increased costs of lending. . 0% (0. 2m are customer assets. The real problem, people still spending and employment strong. Massive portion of the population realising they are not going to achieve an acceptable basic standard of living. They all have movies on Netflix, and Netflix is down 80%. . We would like to show you a description here but the site won’t allow us. The stunning incident occurred in the waters off Werri Beach in New South Wales on Sunday and was captured on video. Likes. 7% on 376 auctions (@corelogicau) vs 49. Australian money is rushing out of the crypto exchange, and customers are willing to accept a big haircut to cash out their holdings. Log in. “The RBA is hierarchical, insular, supercilious, hubristic, resistant to outside influence, and exceptionally slow to recognise and respond to its own mistakes. Verified account Protected Tweets @; Suggested users“Worst house price declines in 42 years, with more to come. “@TvcMike @cjoye tech/growth/risk assets, makes any real sense. estimates will revise down a bit. ”We would like to show you a description here but the site won’t allow us. There was only one way to go. Verified account Protected Tweets @; Suggested usersAussie house prices are continuing to fall at a very rapid pace in December based on early data fromWe would like to show you a description here but the site won’t allow us. @cjoye. 9% vs 56. The real problem, people still spending and employment strong. Sydney prices have fallen by 11. We would like to show you a description here but the site won’t allow us. christopher joye on Twitter: "A property I heard about was. Log inAnother 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. . 7% in 11 days of Aug); Melb down 3. would like to show you a description here but the site won’t allow us. Higher long-term risk-free cash rates are going to create a protracted pain trade for risky assets. christopher joye. @cjoye. “@KurtMickan @cjoye If the current conditions remain I would expect prices to fall. We would like to show you a description here but the site won’t allow us. 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. . We await policy details to review our outlook". In this conversation. We would like to show you a description here but the site won’t allow us. In this conversation. 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. You've reached your limit when it comes to tweeting about bitcoin being under $20k.