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. We would like to show you a description here but the site won’t allow us. “@TvcMike @cjoye tech/growth/risk assets, makes any real sense. 6%; 5 city index prices down 1. ”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. Well done. 1%. “Super strong US employment data will embolden Fed to push to 5. Redirecting to /cjoye/status/1675386755422494722Embed Tweet. 3%. I believe this includes offset accounts. 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. 9. Honestly, we hit the limit current incomes can support. Binance Australia selling bitcoin $6k cheaper than other exchanges. 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. Verified account Protected Tweets @; Suggested users In this conversation. We would like to show you a description here but the site won’t allow us. Jerome Nugent-Smith. christopher joye on Twitter. FML 🫠”“@cjoye Too corrupt and too much poverty. We 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. 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. Verified account Protected Tweets @; Suggested usersIn this conversation. We would like to show you a description here but the site won’t allow us. We now expect Australia's #housing prices to fall nearly 20%, before a modest recovery in 2024 as mortgage rates fall. It. “The “family finances vs a year ago” sub-index dropped 8% in February, to 62. However, the. The latest tweets from @cjoye christopher joye. It’s funny because traders on the street know that on Friday. 1%, declining at a 17% annual rate, while Brisbane prices fall at 20% annual rate bit. Sydney house prices plummet like it's 1983 - MacroBusiness. Found. We would like to show you a description here but the site won’t allow us. 5k USD when you started this fund in May 2020. 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. . macrobusiness. Last Friday was a normal day for us: we did about $450m of trades, and I actively directed ~$300m of them. This will bring the RBA much closer to global central banks like BoE at 4. 5%; 5 capital cities have fallen 3. We would like to show you a description here but the site won’t allow us. 10% in more pain for borrowers and home owners. 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. In this conversation. We would like to show you a description here but the site won’t allow us. 2%. Log inWe would like to show you a description here but the site won’t allow us. 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. This will in turn demand radical attitudinal change. Key takeaways * 15-20% peak to trough in Australian housing prices remains the view. We would like to show you a description here but the site won’t allow us. 11. 1% in 2020 drove Aussie houses prices 37% higher. “@KurtMickan @cjoye If the current conditions remain I would expect prices to fall. Retweets. This will. 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. “@cjoye Sir. The news is not good: "We construct a new ‘weighted-median’ measure of underlying inflation based on a truncated monthly CPI. The Australian Financial. au. 3. Try and think of the whole story not the macro people want you to hear and fear”In this conversation. 04 Jun 2023 22:01:37We would like to show you a description here but the site won’t allow us. Aussie house prices fell in 2022 by their largest margin since records began in 1980. . Bang on our forecast for 15-25% cumulative loss. “The RBA is hierarchical, insular, supercilious, hubristic, resistant to outside influence, and exceptionally slow to recognise and respond to its own mistakes. Stock up 18%. 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. . Sign up“@JohnQuiggin @cjoye We're here because Reagan & Thatcher's neoliberal agenda of crushing unions by offshoring manufacturing to China (& continued by Clinton & Blair) . 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. Binance Australia selling bitcoin $6k cheaper than other exchanges. ↑ Joye, Christopher. Job cuts over 18mo. 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. 1%; Brisbane prices down 0. 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. 85% to 4. 4% followed by Brisbane (-8. The news is not good: "We construct a new ‘weighted-median’ measure of…” Honestly, we hit the limit current incomes can support. Sign upWe would like to show you a description here but the site won’t allow us. Retweets. ”Log in. 7% in July; Melbourne prices down 1. Investors want little to do with a sector heading for a big dose of reality. 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. No wonder RBA is slowing down. We would like to show you a description here but the site won’t allow us. This will in turn demand radical attitudinal change from entitled millennials who have never experienced high…. what you choose? We would like to show you a description here but the site won’t allow us. Sydney prices have fallen by 11. We would like to show you a description here but the site won’t allow us. Sydney (+1. macrobusiness. Captain Slapstick AC AO AM OAM AK @CaptSlapstick · 6h. 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. There was only one way to go. “Good morning!”In this conversation. 7%; Brisb off 1. According to your own chart the annualized figure for Sydney is approx 11-12%. “@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. “@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. And inflation isn't coming down anytime soon with rents increasing Rate cuts in 2023 will simply shoot inflation back up. Verified account Protected Tweets @; Suggested usersSign up. 65% in November. 25pc and possibly beyond, also raising risk RBA hikes past 3. 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. Both are inflationary to housing and do nothing to address affordability. 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. ConversationA not so tiny drop in some parts of the country. “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. Sign upchristopher joye @cjoye. “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. @cjoye The monthly CPI showed underlying inflation remains uncomfortably high, tracking above the RBA’s forecast profile and placing pressure on the RBA to hike again in July, where its peers are confronting the same problem of it taking too long for inflation to return to target with much higher interest rates. Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio manager at Coolabah Capital. 04 May 2023 06:47:40Log in. 7% in July; Melbourne prices down 1. #ausecon @felicity_emmett @AdelaideTimbrel. 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. ”We would like to show you a description here but the site won’t allow us. Plus ,Bitcoin and Ethereum are down less than tech stocks. Log in. ·. We would like to show you a description here but the site won’t allow us. . com. “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. ly/3tKymvn 8:25 PM · Nov 21, 2022 · Twitter Web App@cjoye Aussie house price update to 25 July: Sydney prices down 1. 6%mom) prices led the increase. com. @parrapower2022 @solo_dio_ @rabbit_wealth @AvidCommentator @BikoKonstantin1 @Aus__Property @rabbit_wealth @justthink1 @cjoye . “@cjoye Chris, you do realise that we have 30,000 arrivals per month, when in April we only started 2500 new dwellings? There are people coming from overseas using foreign currency to rent or buy property with currency that has appreciated against the Aud by 15% in the past six months. . @cjoye. Drone pilot Christopher Joye, who captured the footage, said: "Swimmers would not believe there was a. Verified account Protected Tweets @; Suggested usersIn this conversation. Your chart is pretty much 12 months already. We would like to show you a description here but the site won’t allow us. christopher joye. First time I've properly suited up in a long while. Verified account Protected Tweets @; Suggested users“Worst house price declines in 42 years, with more to come. “Good morning!” In this conversation. They all have movies on Netflix, and Netflix is down 80%. Verified account Protected Tweets @; Suggested users“@cjoye plenty of illiquidity in the big super funds non-listed assets. Australia experiences worst house price falls in 42 years, with more to come. afr. 6 billion Snowy Hydro… We've been forecasting a US recession since Jan 2022, which the market has recently converged on. “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. @cjoye. @cjoye yep, thats the point. We would like to show you a description here but the site won’t allow us. 5% pa, or 2. May 15, 2023 - 9:29AM. “House price crash update: Syd prices down 6. Verified account Protected Tweets @; Suggested usersWe 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. they all roll over the same. 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). . We would like to show you a description here but the site won’t allow us. 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. 1%. States need fiscal revolution to avoid debt bomb - our analysis on NSW and Victoria. 5%, the Bank of Canada at 4. Grrrr”“@cjoye Thoughts on bank and esp. 1:56 AM · Jul 29, 2022 · Twitter Web App. 1 million in crypto cant be withdrawn on FTX- $13. Found. 16 May 2023 00:02:27“Aussie house prices fall another >1% in November, total loss now 7. Verified account Protected Tweets @; Suggested users “Worst house price declines in 42 years, with more to come. We would like to show you a description here but the site won’t allow us. The quarterly pace of decline accelerated to. 1%; Brisbane prices down 0. Fun interview with nabtrade on bond markets. @TheKouk · Jul 8. 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. Sign upIn this conversation. Australian money is rushing out of the crypto exchange, and customers are willing to accept a big haircut to cash out their holdings. @cjoye · Aug 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. ALT. Replying to @cjoye @Harold36089778. Interest rates have soared, but commercial property values have barely moved. 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. 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 the following weeks. “India is an important ally that can’t be trusted Replying to @cjoye Usecases for blockchain are only limited by the imagination. We would like to show you a description here but the site won’t allow us. Replying to @cjoye @Harold36089778. Log inWe would like to show you a description here but the site won’t allow us. 4%mom) and Melbourne (+0. Sign upLog in. ”“Yep. This is 70s. Sign upSee new Tweets. 3. Sign upDay of valuations reckoning looms for commercial real estate owners, valuers and auditors. Likes. . We now expect Australia's #housing prices to fall nearly 20%, before a modest recovery in 2024 as mortgage rates fall. I'm often asked how much time/effort it takes to write an AFR column. Find great real estate professionals on Zillow like cjoyeThere are 9 words found that match your query. Massive portion of the population realising they are not going to achieve an acceptable basic standard of living. Discerning Coins for example is a new way of collecting coins - using the blockchain! Chris, we've talked about this. Lower bound of our 15-25pc forecast correction could be an optimistic outcome…”Log in. 18 Jul 2023 02:09:39. Prepare for equities and property pain - my analysis. OAKVILLE, ON — September 1, 2022 — Today marks the start of a new chapter for JOY RADIO (CJYE) as it unveils not only a new look, but a new feel to their. @cjoye Aug 6, 2022 22pc and back in 2020 - the issue with Ukraine is there is very limited data on it as a country statistically because it was only created in the early 1990s. 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. Property is ‘sleepwalking’ towards its biggest test since the GFC. See new Tweets. What’s the result?”We would like to show you a description here but the site won’t allow us. Bank of M&D or other exogenous injections can only go so far. We would like to show you a description here but the site won’t allow us. christopher joye. . Interesting to see Treasurer Jim Chalmers trying to directly jawbone the RBA into not hiking by arguing that the inflation result does not meet. “Why is Bitcoin back down at US$22k?”“@cjoye You should dissect Aus equities vs S&P500. Replying to. This chart from Bloomberg provides a good summary of consensus estimates. @cjoye, @masters_joanne, @ImpactEconAU & @markgkenny. Quote Tweet. In this conversation. @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. We would like to show you a description here but the site won’t allow us. In this conversation. 7% on 376 auctions (@corelogicau) vs 49. Master Your Unstoppable Mindset. 76% from 0. Sydney (+1. Verified account Protected Tweets @; Suggested usersWe would like to show you a description here but the site won’t allow us. “Pretty clear RBA has been spooked by house price collapse, which is only going to get worse”christopher joye on Twitter. “Morning!”We would like to show you a description here but the site won’t allow us. “@BruceMeaney @cjoye I don’t know if it’s good. Sign upWe would like to show you a description here but the site won’t allow us. Sydney is off 10. We would like to show you a description here but the site won’t allow us. 5%. 2:58 AM · Jun 30, 2023. Since first RBA May hike, Syd/national market has fallen at 23%/14% annualised pace. Replying to. 1KWe would like to show you a description here but the site won’t allow us. 6%mom) prices led the increase. You actually charge people a fee for that performance?”“@KirilRuvinsky @cjoye People are away in Sydney, this Aussie day turned into a long weekend, my wife works in circular quay and there were 5 people on her floor at work! People are still spending and it appears that less people under 35 have a mortgage these days, rising unemployment is the only key”Imaging if mums&dads can directly access to 6. Log inWe 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. . ”Log in. 6%; 5 city index prices down 1. 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. @cjoye @PodcastFear. 10:21 PM · Jul 8, 2022 · Twitter for iPhone. First miss on EPS since IPO, I think. 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. Log in. 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. 2m are customer assets. Replying to . Log in. 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. 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 await policy details to review our outlook". 8:58 PM · Oct 5, 2022 · Twitter Web App. “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. 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. 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). @cjoye. Given the number of markets that have had this set up and tanked. Our predicted housing recovery continues @FinancialReview (Prelim. @cjoye In an apartment complex of 100, it only takes 2 or 3 sales to mark down the whole 100. Log in. afr. We would like to show you a description here but the site won’t allow us. We reap what we sow. Retweets. estimates will revise down a bit. 28. So presumably brought their first home. Verified account Protected Tweets @; Suggested users The 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. 5% plus 1% productivity. "We would like to show you a description here but the site won’t allow us. This is deflationary. Sitting on $6. We would like to show you a description here but the site won’t allow us. Log in. 3. 92. ConversationIn this conversation. We would like to show you a description here but the site won’t allow us. 3:30 AM · May 20, 2022 · Twitter Web App. 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. The latest tweets from @cjoye Dante. “@cjoye Step forward for transparency, but still doesn’t stop more/different things being said in other forums (or by other RBA officials). In this conversation. afr. 0%), Melbourne (-7. 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. Log in. Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio manager at Coolabah Capital. 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. @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. Conversation. Australia faces "largest and longest house price correction in history" - MacroBusiness. “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. @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. I'm often asked how much time/effort it takes to write an AFR column. . We would like to show you a description here but the site won’t allow us. afr. Strong academic credentials, but limited real world experience. “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. Log in. Visit cjoye's profile on Zillow to find ratings and reviews. Fantastic lunch event with Chris Joye @cjoye and Coolibah Capital today in Perth. We would like to show you a description here but the site won’t allow us. It’s like the economy has cancer and our doctors wants to stop treatment caus. com. @cjoye was one of the few to go against this IIRC. Especially as pandemic funding measures end”House prices to get whacked by rates again: If the cash rate does indeed hit 4. Aug 16. But with a referendum and election coming in the next 12 months, in addition to a $19b surplus. Australia needs to produce more with fewer people. We would like to show you a description here but the site won’t allow us. 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 posits #stock are 20% overvalued given the 5% discount rate -> seeing this in earnings #mastercard and #carnival both accelerating earnings, but not rewarded post. Logically can't happen. Log in. . Like. This marks a turning point in your powers. 4. . 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. Don’t know anyone else that predicted that. 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. We 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. This chart from Bloomberg provides a good summary of consensus estimates. Forecast looks good. We would like to show you a description here but the site won’t allow us. Sign up“@mitch_dol @cjoye @TomInvesting This is the Jan REINZ HPI Index developed with our RBNZ. I am not a house price bull. 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. ”We would like to show you a description here but the site won’t allow us. 6pc. @cjoye. 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. & 50% are admin. @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. 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. The wage costs for businesses producing products is far too high and can only be addressed by greater productivity, which means fewer workers. We would like to show you a description here but the site won’t allow us. @cjoye Sydney house prices have fallen 11. “@cjoye Well this RBA info has finally caught up with Alan Kohler I photo’d the tv last yr & kept the dates visible I added words he was saying to the slides Check out the dates! August & October LAST YEAR!”We would like to show you a description here but the site won’t allow us. 9:35 PM · Aug 9, 2022 · Twitter Web App. #ausecon @felicity_emmett @AdelaideTimbrel. Even with yields down.