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. 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. what you choose? 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. This will bring the RBA much closer to global central banks like BoE at 4. We would like to show you a description here but the site won’t allow us. 7%. . No wonder RBA is slowing down. Verified account Protected Tweets @; Suggested users“Worst house price declines in 42 years, with more to come. @cjoye, @masters_joanne, @ImpactEconAU & @markgkenny. 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. Sign upDay of valuations reckoning looms for commercial real estate owners, valuers and auditors. Try and think of the whole story not the macro people want you to hear and fear”In this conversation. 76% from 0. 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. Sign up“@mitch_dol @cjoye @TomInvesting This is the Jan REINZ HPI Index developed with our RBNZ. 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. Master Your Unstoppable Mindset. @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. "We would like to show you a description here but the site won’t allow us. 6%mom) prices led the increase. . 04 May 2023 06:47:40Log in. ly/3tKymvn 8:25 PM · Nov 21, 2022 · Twitter Web App @cjoye Aussie house price update to 25 July: Sydney prices down 1. We would like to show you a description here but the site won’t allow us. Investors want little to do with a sector heading for a big dose of reality. Like. Expect a global recession, continuing asset price declines, and waves of defaults, writes cjoye. LNP for all its 'hawkishness' over China refused to develop onshore manufacturing for fear of unions. christopher joye on Twitter. Log in. 2B cash! @cjoye Aussie house prices now correcting fast as rates rise, led by Sydney and Melbourne: RBA will struggle to lift past 1. We would like to show you a description here but the site won’t allow us. 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. ·. Aug 16. Verified account Protected Tweets @; Suggested usersWe would like to show you a description here but the site won’t allow us. Binance Australia selling bitcoin $6k cheaper than other exchanges. 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. Strong academic credentials, but limited real world experience. 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. 5%, the Bank of Canada at 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. christopher joye on Twitter. Team Talk: Cowboys 2023 overview, best 17, squad update. 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. 9:35 PM · Aug 9, 2022 · Twitter Web App. @cjoye Sydney house prices have fallen 11. @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. “The RBA is hierarchical, insular, supercilious, hubristic, resistant to outside influence, and exceptionally slow to recognise and respond to its own mistakes. “@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. It. A controversial article by Christopher Joye, an outspoken investment portfolio manager and columnist for the Australian Financial Review, has. Sign upchristopher joye @cjoye. Australia needs to produce more with fewer people. “Pretty clear RBA has been spooked by house price collapse, which is only going to get worse”christopher joye on Twitter. Found. In this conversation. We would like to show you a description here but the site won’t allow us. @cjoye. 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. …”We would like to show you a description here but the site won’t allow us. com. @cjoye/Twitter) Shark clamps onto diver's leg as blood and screams pour out in attack video. . 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. This chart from Bloomberg provides a good summary of consensus estimates. We would like to show you a description here but the site won’t allow us. Our predicted housing recovery continues @FinancialReview (Prelim. 0%), Melbourne (-7. We would like to show you a description here but the site won’t allow us. 30 Nov 2022 01:03:22@cjoye. Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio manager at Coolabah Capital. @parrapower2022 @solo_dio_ @rabbit_wealth @AvidCommentator @BikoKonstantin1 @Aus__Property @rabbit_wealth @justthink1 @cjoye . This will. House price declines not likely to slow until RBA stops hiking. @cjoye. Log inWe would like to show you a description here but the site won’t allow us. In this conversation. 5%. Lower bound of our 15-25pc forecast correction could be an optimistic outcome…”Log in. 5% pa, or 2. 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. Wonderfully cherry picked data in desperation to keep credibility of the narrative that allows them to be. 10% in more pain for borrowers and home owners. This will in turn demand radical attitudinal change. 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. ”christopher joye on Twitter: "Good morning!" / Twitter. Games fiasco will leave business shaking its head at Victorian farce. The latest tweets from @cjoye christopher joye. ”Log in. Last Friday was a normal day for us: we did about $450m of trades, and I actively directed ~$300m of them. 6 billion Snowy Hydro…We've been forecasting a US recession since Jan 2022, which the market has recently converged on. “Why is Bitcoin back down at US$22k?”“@cjoye You should dissect Aus equities vs S&P500. @cjoye was one of the few to go against this IIRC. Sign up“@cjoye People keep in mind the huge upswing the housing market had pre covid. . 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. ly/3tKymvn 8:25 PM · Nov 21, 2022 · Twitter Web App@cjoye Aussie house price update to 25 July: Sydney prices down 1. Verified account Protected Tweets @; Suggested usersIn this conversation. ”We would like to show you a description here but the site won’t allow us. Interesting. *Potential for another RBA hiking cycle >4%. "It's global cyber war out there". christopher joye on Twitter: "Credit Suisse trying to squeeze. Replying to . . Log in. Log in. macrobusiness. @cjoye. 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. “Aussie house price crash about to pass through all-time record of an 11% peak-to-trough loss. We have unscrambled the letters cjoye (cejoy) to make a list of all the word combinations found in the popular word scramble. Just think your narrow focus on interest rates as the main driver of house prices and that prices will fall 30% is consistent with many of you other views. 30 Nov 2022 01:03:22 Australia faces "largest and longest house price correction in history" - MacroBusiness In this conversation. We would like to show you a description here but the site won’t allow us. “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. Australia faces "largest and longest house price correction in history" - MacroBusiness. Sign upLog in. “Morning!” We would like to show you a description here but the site won’t allow us. Prepare for equities and property pain - my analysis. @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. 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. . 7% in July; Melbourne prices down 1. The news is not good: "We construct a new ‘weighted-median’ measure of underlying inflation based on a truncated monthly CPI. . Show more". 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. “GS: Australian capital-city dwelling prices rose +0. Verified account Protected Tweets @; Suggested usersIn this conversation. new Tweets. Some areas down -25. 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. . Funny thing is many keep saying it hasn't crashed yet. 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). Log in. ConversationSee new Tweets. Log in. Sign upWe would like to show you a description here but the site won’t allow us. ConversationSee new Tweets. By Huobi announced $18. “Good morning!”In this conversation. NSW's interest bill will surge past $7 billion/yr according to Treasurer @dmookheyMLC. ”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. ConversationIn this conversation. Verified account Protected Tweets @; Suggested usersIn this conversation. In this conversation. macrobusiness. 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. 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. Retweets. they all roll over the same. christopher joye. 1KWe 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. We would like to show you a description here but the site won’t allow us. 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) . 2%. There was only one way to go. We would like to show you a description here but the site won’t allow us. It would not shock me for people in 2034 to be asking "is this the year Australian property prices finally see gains?". Verified account Protected Tweets @; Suggested [email protected]! From US2yr notes to the Russell2000 and Peleton, Netflix, AfterPay etc etc etc. Verified account Protected Tweets @; Suggested usersWe would like to show you a description here but the site won’t allow us. The real problem, people still spending and employment strong. Drone operator Christopher Joye posted. 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. Replying to @cjoye @Harold36089778. Prepare for equities and property pain. Sign up Day of valuations reckoning looms for commercial real estate owners, valuers and auditors. 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). 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. ConversationA not so tiny drop in some parts of the country. Redirecting to /cjoye/status/1675386755422494722Embed Tweet. Even with yields down. Log inWe would like to show you a description here but the site won’t allow us. “@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. 1%. estimates will revise down a bit. 8:58 PM · Oct 5, 2022 · Twitter Web App. Australia needs to produce more with fewer people. 5%, the…. Verified account Protected Tweets @; Suggested users“@cjoye @ALeighMP @Charlton_AB @DanielMulinoMP @AlboMP @JEChalmers Genuine question/thought. ”We would like to show you a description here but the site won’t allow us. @cjoye yep, thats the point. Verified account Protected Tweets @; Suggested users“@cjoye plenty of illiquidity in the big super funds non-listed assets. & 50% are admin. 2:58 AM · Jun 30, 2023. 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. "@wmdglasgow Yes, @cjoye is one of our best journalists" (Tweet) – via Twitter. christopher joye on Twitter: "A property I heard about was. Interest rates have soared, but commercial property values have barely moved. ”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. Replying to . Logically can't happen. Redirecting to /user/cjoye/. au. Rebounding asset prices would keep inflation - and rates - higher for longer. 5k USD when you started this fund in May 2020. We would like to show you a description here but the site won’t allow us. 92. Massive portion of the population realising they are not going to achieve an acceptable basic standard of living. A 30year investment for most. In levels terms, capital-city dwelling prices…” Higher long-term risk-free cash rates are going to create a protracted pain trade for risky assets. 6 billion Snowy Hydro… We've been forecasting a US recession since Jan 2022, which the market has recently converged on. We would like to show you a description here but the site won’t allow us. In levels terms, capital-city dwelling prices…”@cjoye. Aug 16. “@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. I'm often asked how much time/effort it takes to write an AFR column. 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. We await policy details to review our outlook". 8%mom in March, the first monthly increase since April 2022 and the largest monthly increase since January 2022. christopher joye on Twitter. 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. 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. But with a referendum and election coming in the next 12 months, in addition to a $19b surplus. We would like to show you a description here but the site won’t allow us. Replying to. Conversation. ”“With an inflation-targeting central bank, cash is actually one of your best inflation hedges”See new Tweets. . Log in What does the Credit Suisse bail-in of its hybrids mean for Aussie bank hybrids? @cjoye Back in 2017 I wrote about a small number of Tier 2 and AT1 structures from Genworth + ME Bank that did not convert to equity (ie, went straight to write-off) and which could invert the capital structure hierarchy - predicting a situation where shareholders would push for AT1 or T2 write-offs to minimise their losses, just as happened. Plus ,Bitcoin and Ethereum are down less than tech stocks. In this conversation. Visit cjoye's profile on Zillow to find ratings and reviews. Replying to @cjoye @Harold36089778. Both of which disproportionately affect the bottom 50% of households. @cjoye. Especially as pandemic funding measures end”House prices to get whacked by rates again: If the cash rate does indeed hit 4. We would like to show you a description here but the site won’t allow us. 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. non-bank wholesale funding costs? Seems like there is further upward pressure from o/s debt markets coming here which could even further exarcebate the fixed to variable, and those currently on variable. Log in. 7% in 11 days of Aug); Melb down 3. @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. christopher joye on Twitter. According to your own chart the annualized figure for Sydney is approx 11-12%. 1:56 AM · Jul 29, 2022 · Twitter Web App. This chart from Bloomberg provides a good summary of consensus estimates. 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. 2m are customer assets. In this conversation. 6%mom) prices led the increase. @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. 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. 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. Sign upIn this conversation. “@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. Verified account Protected Tweets @; Suggested users In this conversation. Job cuts over 18mo. Don’t know anyone else that predicted that. 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. Forecast looks good. . Victoria's annual interest bill on its debt will rise towards $9 billion/yr by 2027 according to CBA analysis. 1 million in crypto cant be withdrawn on FTX- $13. See new Tweets. We would like to show you a description here but the site won’t allow us. Sydney house prices plummet like it's 1983. com. Grrrr”“@cjoye Thoughts on bank and esp. “The “family finances vs a year ago” sub-index dropped 8% in February, to 62. 9. Redirecting to /cjoye/status/1675386755422494722 Embed Tweet. “@cjoye Step forward for transparency, but still doesn’t stop more/different things being said in other forums (or by other RBA officials). 2m are customer assets. 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%, declining at a 17% annual rate, while Brisbane prices fall at 20% annual rate bit. 3. @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. We would like to show you a description here but the site won’t allow us. @cjoye. IR here are… Show more . 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 Sydney house prices have fallen 11. Sydney house prices plummet like it's 1983 - 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. 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. ”“@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. May 2. It’s funny because traders on the street know that on Friday mornings, I will be buried in one. 1 – weakest reading since the depths of the early-1990s recession, Hassan said. 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. “Bitcoin down at US$20k again, but Aussie house prices stabilising once more while equities tank. 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. . ALT. Huobi announced $18. The Australian Financial. Property is ‘sleepwalking’ towards its biggest test since the GFC. So presumably brought their first home. We would like to show you a description here but the site won’t allow us. 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. Youre allowed to tweet at new cycle-low milestones only. First miss on EPS since IPO, I think. . We 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. We would like to show you a description here but the site won’t allow us. It’s funny because traders on the street know that on Friday. 18 Jul 2023 02:09:39. 4% this time last yr. This will be record housing crash, 100% triggered by rate hikes - it has only just started. )”We would like to show you a description here but the site won’t allow us. 0% (0. 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. We would like to show you a description here but the site won’t allow us. Interesting. There were good reasons for very low rates (pre-covid) and those reasons haven’t gone away. 28. “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. 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. . “Super strong US employment data will embolden Fed to push to 5. 3. 5% plus 1% productivity. Given the number of markets that have had this set up and tanked. Interesting to see Treasurer Jim Chalmers trying to directly jawbone the RBA into not hiking by arguing that the inflation result does not meet. @cjoye. . Fun interview with nabtrade on bond markets. @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. 1. 1%. ”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. 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. 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. 65% in November. “Good morning!” In this conversation. 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. Bang on our forecast for 15-25% cumulative loss. States need fiscal revolution to avoid debt bomb - our analysis on NSW and Victoria. When the cryptobros realise the startup founders need to cash in their crypto investments because SVB is experiencing a bank run. This will be record housing crash, 100% triggered by rate hikes -. We would like to show you a description here but the site won’t allow us. 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. 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. Sydney is off 10. 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. Australian money is rushing out of the crypto exchange, and customers are willing to accept a big haircut to cash out their holdings. 1. 3%. “Bitcoin down at US$20k again, but Aussie house prices stabilising once more while equities tank. @cjoye In an apartment complex of 100, it only takes 2 or 3 sales to mark down the whole 100. We would like to show you a description here but the site won’t allow us. “@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. Bank of M&D or other exogenous injections can only go so far. 9:26 PM · Aug 15, 2022 · Twitter Web App. 4%mom) and Melbourne (+0. We would like to show you a description here but the site won’t allow us. 16 May 2023 00:02:27“Aussie house prices fall another >1% in November, total loss now 7. 2 days ago. . @cjoye. 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. Verified account Protected Tweets @; Suggested usersLog in. In this conversation. “@TvcMike @cjoye tech/growth/risk assets, makes any real sense. 50% in 2019 to 0. Sitting on $6. Sign upIn this conversation. We would like to show you a description here but the site won’t allow us. #ausecon @felicity_emmett @AdelaideTimbrel. then the printing starts again leading to further dilution of currency . 4% pa return. @Dante57112893. com. “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. Verified account Protected Tweets @; Suggested usersSign up. The latest tweets from @cjoye Dante. 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. . We would like to show you a description here but the site won’t allow us. 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. would like to show you a description here but the site won’t allow us. afr.