We would like to show you a description here but the site won’t allow us. 50% in 2019 to 0. 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. 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). 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. . 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. @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. Verified account Protected Tweets @; Suggested usersWe would like to show you a description here but the site won’t allow us. ConversationIn this conversation. We would like to show you a description here but the site won’t allow us. Australia faces "largest and longest house price correction in history" According to CoreLogic records dating back to 1980, Australian dwelling values have never fallen by more than 11% across the combined. It’s like the economy has cancer and our doctors wants to stop treatment caus. We would like to show you a description here but the site won’t allow us. christopher joye. christopher joye on Twitter: "Morning!" / Twitter. 1. We would like to show you a description here but the site won’t allow us. Verified account Protected Tweets @; Suggested users“Worst house price declines in 42 years, with more to come. Log in. Verified account Protected Tweets @; Suggested users In this conversation. Binance Australia selling bitcoin $6k cheaper than other exchanges. 10:21 PM · Jul 8, 2022 · Twitter for iPhone. 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. Log in. Captain Slapstick AC AO AM OAM AK @CaptSlapstick · 6h. “@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. Property is ‘sleepwalking’ towards its biggest test since the GFC. 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. Interesting. We would like to show you a description here but the site won’t allow us. 1:24 AM · Jul 9, 2023 · 10. “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. “India is an important ally that can’t be trusted Replying to @cjoye Usecases for blockchain are only limited by the imagination. The news is not good: "We construct a new ‘weighted-median’ measure of…” Honestly, we hit the limit current incomes can support. @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. 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. #ausecon @felicity_emmett @AdelaideTimbrel. what you choose? We would like to show you a description here but the site won’t allow us. estimates will revise down a bit. "It's global cyber war out there". There were good reasons for very low rates (pre-covid) and those reasons haven’t gone away. @parrapower2022 @solo_dio_ @rabbit_wealth @AvidCommentator @BikoKonstantin1 @Aus__Property @rabbit_wealth @justthink1 @cjoye . com. NSW's interest bill will surge past $7 billion/yr according to Treasurer @dmookheyMLC. 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. . 3:30 AM · May 20, 2022 · Twitter Web App. Australia faces "largest and longest house price correction in history" - MacroBusiness. Master Your Unstoppable Mindset. Verified account Protected Tweets @; Suggested usersIn this conversation. 6%mom) prices led the increase. This will be record housing crash, 100% triggered by rate hikes -. Australia experiences worst house price falls in 42 years, with more to come. The wage costs for businesses producing products is far too high and can only be addressed by greater productivity, which means fewer workers. 0 replies 0 retweets 8 likes. In this conversation. @TheKouk · Jul 8. 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. ConversationA not so tiny drop in some parts of the country. 1%; Brisbane prices down 0. This marks a turning point in your powers. 2%. 04 Jun 2023 22:01:37We would like to show you a description here but the site won’t allow us. You've reached your limit when it comes to tweeting about bitcoin being under $20k. 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. Australia needs to produce more with fewer people. Redirecting to /cjoye/status/1675386755422494722Embed Tweet. According to your own chart the annualized figure for Sydney is approx 11-12%. 6% for one year but if taken from the peak in Sept 21 its -30% plus. 16 May 2023 00:02:27“Aussie house prices fall another >1% in November, total loss now 7. Well done. ConversationSee new Tweets. 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. ”Log in. Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio manager at Coolabah Capital. A 30year investment for most. 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. It would not suprise me if the government introduces 'targeted support' which ends up pumping the market for a…”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. 7%. com. macrobusiness. Aug 16. 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. A controversial article by Christopher Joye, an outspoken investment portfolio manager and columnist for the Australian Financial Review, has. 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. "@wmdglasgow Yes, @cjoye is one of our best journalists" (Tweet) – via Twitter. 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. “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. 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. 2:58 AM · Jun 30, 2023. "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. 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. ALT. . Both are inflationary to housing and do nothing to address affordability. @Dante57112893. . So presumably brought their first home. . Find great real estate professionals on Zillow like cjoyeThere are 9 words found that match your query. Bank of M&D or other exogenous injections can only go so far. 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. 7% in July; Melbourne prices down 1. We would like to show you a description here but the site won’t allow us. 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. ” christopher joye on Twitter: "Good morning!" / Twitter. 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. Victoria's annual interest bill on its debt will rise towards $9 billion/yr by 2027 according to CBA analysis. 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. We would like to show you a description here but the site won’t allow us. 1:56 AM · Jul 29, 2022 · Twitter Web App. 65% in November. 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. “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. Drone operator Christopher Joye posted. Logically can't happen. ”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. We would like to show you a description here but the site won’t allow us. 1%, declining at a 17% annual rate, while Brisbane prices fall at 20% annual rate bit. Verified account Protected Tweets @; Suggested usersWe would like to show you a description here but the site won’t allow us. Even with yields down. By Huobi announced $18. We reap what we sow. . Don’t know anyone else that predicted that. “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. We would like to show you a description here but the site won’t allow us. Jerome Nugent-Smith. We have unscrambled the letters cjoye (cejoy) to make a list of all the word combinations found in the popular word scramble. Like. This will in turn demand radical attitudinal change. Log in. We would like to show you a description here but the site won’t allow us. Log in. I am not a house price bull. Huobi announced $18. I'm often asked how much time/effort it takes to write an AFR column. 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). 2m are customer assets. 6 billion Snowy Hydro…We've been forecasting a US recession since Jan 2022, which the market has recently converged on. Show more". 85% to 4. christopher joye @cjoye. . Forecast looks good. “@cjoye Sir. au. Grrrr”“@cjoye Thoughts on bank and esp. @cjoye. 5k USD when you started this fund in May 2020. 30 Nov 2022 01:03:22@cjoye. 7%; Brisb off 1. christopher joye on Twitter: "Credit Suisse trying to squeeze. @cjoye In an apartment complex of 100, it only takes 2 or 3 sales to mark down the whole 100. It'll work right up until the point it is discovered that debt outstrips M2 money by a factor of 10:1 . 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. 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. But with a referendum and election coming in the next 12 months, in addition to a $19b surplus. 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. 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. “Morning!”We would like to show you a description here but the site won’t allow us. macrobusiness. Verified account Protected Tweets @; Suggested users “Worst house price declines in 42 years, with more to come. Funny thing is many keep saying it hasn't crashed yet. States need fiscal revolution to avoid debt bomb - our analysis on NSW and Victoria. @cjoye. 3. . Fun interview with nabtrade on bond markets. We would like to show you a description here but the site won’t allow us. 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. 4%. 5%; 5 capital cities have fallen 3. Especially as pandemic funding measures end”House prices to get whacked by rates again: If the cash rate does indeed hit 4. @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. 92. 5% plus 1% productivity. Since first RBA May hike, Syd/national market has fallen at 23%/14% annualised pace. “@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. We would like to show you a description here but the site won’t allow us. 1%. Redirecting to /user/cjoye/. 8:58 PM · Oct 5, 2022 · Twitter Web App. . The latest tweets from @cjoye Dante. 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. “@cjoye @PeteWargent Both this and Labor shared equity policy are attempts to shore up supporter bases/buy votes. Someone did the math on how the housing ponzi affects this generation compared to the days of old. “@cjoye Mate, what's the go with this fund you run? You are doing a terrible job managing other people's money! By the way, #bitcoin was trading around $8. 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). Lower bound of our 15-25pc forecast correction could be an optimistic outcome…”Log in. 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. 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. 1 million in crypto cant be withdrawn on FTX- $13. Aussie house prices fell in 2022 by their largest margin since records began in 1980. afr. We would like to show you a description here but the site won’t allow us. . @cjoye · Aug 5. And homes are still priced above Covid levels. com. It. 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. 2m are customer assets. Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio manager at Coolabah Capital. Aussie housing collapse spreads as Brisbane joins the Sydney and Melbourne crash bit. Property is ‘sleepwalking’ towards its biggest test since the GFC. 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. “Bitcoin down at US$20k again, but Aussie house prices stabilising once more while equities tank. 4% followed by Brisbane (-8. We would like to show you a description here but the site won’t allow us. 85% to 4. Stock up 18%. 4% pa return. Verified account Protected Tweets @; Suggested usersSign up. Verified account Protected Tweets @; Suggested usersIn this conversation. Sign upWe would like to show you a description here but the site won’t allow us. christopher joye on Twitter. 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. 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. 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. We would like to show you a description here but the site won’t allow us. new Tweets. ”We would like to show you a description here but the site won’t allow us. When the cryptobros realise the startup founders need to cash in their crypto investments because SVB is experiencing a bank run. . House price declines not likely to slow until RBA stops hiking. Log inWe would like to show you a description here but the site won’t allow us. ”christopher joye on Twitter: "Good morning!" / Twitter. It's very unstable at the street level. This is deflationary. christopher joye on Twitter. 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. @cjoye, @masters_joanne, @ImpactEconAU & @markgkenny. 4. Sign upLog in. 6pc. We would like to show you a description here but the site won’t allow us. Australian money is rushing out of the crypto exchange, and customers are willing to accept a big haircut to cash out their holdings. We would like to show you a description here but the site won’t allow us. No wonder RBA is slowing down. Replying to. I believe this includes offset accounts. au. We would like to show you a description here but the site won’t allow us. 4%mom) and Melbourne (+0. This will in turn demand radical attitudinal change from entitled millennials who have never experienced high…. 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. Higher long-term risk-free cash rates are going to create a protracted pain trade for risky assets. #ausecon @felicity_emmett @AdelaideTimbrel. Rebounding asset prices would keep inflation - and rates - higher for longer. 2%. Log in. 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) . 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. The quarterly pace of decline accelerated to. would like to show you a description here but the site won’t allow us. @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. ”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. *Potential for another RBA hiking cycle >4%. Sign upWe 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. This chart from Bloomberg provides a good summary of consensus estimates. Try and think of the whole story not the macro people want you to hear and fear”In this conversation. In this conversation. com. 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. ”“Yep. ”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. We would like to show you a description here but the site won’t allow us. Interesting. 1. 7% in July; Melbourne prices down 1. Conversation. The business indicators measure of wages suggests annual growth in non-farm hourly earnings picked up to 5% in Q1, although this series has grown more strongly than the RBA’s series over the past year. 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. ConversationSee new Tweets. Strong academic credentials, but limited real world experience. 1%, bringing total decline to 6. 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. 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. 0%), Melbourne (-7. The Australian Financial. Sydney house prices plummet like it's 1983. Team Talk: Cowboys 2023 overview, best 17, squad update. 7% in 11 days of Aug); Melb down 3. 1 – weakest reading since the depths of the early-1990s recession, Hassan said. 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. 3. Sydney house prices plummet like it's 1983 - MacroBusiness. “@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. Job cuts over 18mo. House prices fell at slightly slower rate in Oct, with 5 city index from @corelogicau losing 1. ly/3pmX9Dk. @cjoye @PodcastFear. Sydney (+1. Replying to . We would like to show you a description here but the site won’t allow us. 1KWe would like to show you a description here but the site won’t allow us. “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. 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. “@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. Replying to. It would not shock me for people in 2034 to be asking "is this the year Australian property prices finally see gains?". 3%. 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. 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. FML 🫠”“@cjoye Too corrupt and too much poverty. “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. “@cjoye Japan took over 10 years from peak to 'bottom' with a similar size bubble. Quote Tweet. Interest rates have soared, but commercial property values have barely moved. 18 Jul 2023 02:09:39. 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. 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. Log in. “@BruceMeaney @cjoye I don’t know if it’s good. The stunning incident occurred in the waters off Werri Beach in New South Wales on Sunday and was captured on video. LNP for all its 'hawkishness' over China refused to develop onshore manufacturing for fear of unions. We would like to show you a description here but the site won’t allow us. @cjoye. Don’t know anyone else that predicted that. 2 days ago. “The RBA is hierarchical, insular, supercilious, hubristic, resistant to outside influence, and exceptionally slow to recognise and respond to its own mistakes. The latest tweets from @cjoye christopher joye. 1% in 2020 drove Aussie houses prices 37% higher. “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. 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). 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. In this conversation. We would like to show you a description here but the site won’t allow us. 5%, the…. . “Good morning!” In this conversation. 6%; 5 city index prices down 1. “@cjoye Step forward for transparency, but still doesn’t stop more/different things being said in other forums (or by other RBA officials). @cjoye Sydney house prices have fallen 11.