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Market Wraps
housing
Latest news and analysis on housing
October 19, 2018 12:11
Housing correction is political poison
Today I review research that shows if Labor eliminates negative gearing and increases capital gains tax by 50%, national house prices could fall 9-12% on top of the...
Christopher Joye
Coolabah Capital
October 19, 2018 12:11
October 05, 2018 16:11
Royal commission's mistakes create moral hazard
Today I argue that the Hayne royal commission's interim report is flawed in several respects that will force lenders to hike mortgage rates and reduce access to credit...
Christopher Joye
Coolabah Capital
October 05, 2018 16:11
October 04, 2018 12:36
Default rates trending higher while prepayment rates drop sharply…
We have just published our August RMBS default index report, which you can download here. Key take-aways are as follows: Contrary to S&P data, Coolabah’s...
Christopher Joye
Coolabah Capital
October 04, 2018 12:36
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September 28, 2018 10:34
ScoMo saves borrowers from certain rate hike
Christopher Joye
Coolabah Capital
September 28, 2018 10:34
September 21, 2018 12:02
Westpac not an irresponsible lender
Christopher Joye
Coolabah Capital
September 21, 2018 12:02
September 14, 2018 12:23
How Labor is crushing house prices
Christopher Joye
Coolabah Capital
September 14, 2018 12:23
August 23, 2018 10:28
Mortgage default rates are increasing, not decreasing, as implied by RMBS data
Being able to measure and monitor the true level of mortgage delinquencies across an economy is essential for investors and regulators interested in asset pricing and...
Christopher Joye
Coolabah Capital
August 23, 2018 10:28
Collections
August 17, 2018 15:49
3 charts you can’t ignore
With tectonic plates shifting under the markets, we got in touch with three leading economists to get their number one chart in markets today. First up, Cameron...
Livewire Exclusive
Livewire Markets
August 17, 2018 15:49
August 17, 2018 11:47
Luxury Home Prices Tanking
In the AFR I reveal that luxury home values are tanking, particularly in ultra-high-end beach-side suburbs like Sydney's Palm Beach, and then unveil our new hedonic...
Christopher Joye
Coolabah Capital
August 17, 2018 11:47
August 10, 2018 14:16
Battle between equity and debt...
Christopher Joye
Coolabah Capital
August 10, 2018 14:16
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