Peter Esho

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The next big move in Aussie interest rates
The stage is set now for a wait and see approach, probably until March next year. I still think that rates have peaked, and we will continue to see soft…
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Peter Esho
Rising Australian interest rates might be near peak
I sat down today to record a quick video analysing October’s retail sales numbers. These figures, particularly noteworthy due to their deviation from…
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Peter Esho
Change in the air as we sail into 2024
One of the things I’ve been watching all year is the breaking point from rising interest rates. It hasn’t happened, most developed economies including…
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Peter Esho
China's EV domination at tipping point
Mercedes reported softer than expected earnings yesterday with its chief financial officer, Harald Wilhelm, describing the EV market as a “pretty brutal…
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Peter Esho
Rising US rates will break something big very soon
I’m back in the office after a short vacation. It's always great to step back a little and have some time off. Being detached for a little while helps…
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Peter Esho
Inflation's Odyssey: From Global Panic to Poise
In this week’s video analysis, I look at the inflation dance the world has been grappling with over recent years. Initially dismissed as a fleeting…
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Peter Esho
Outlook for the Aussie dollar
China's decision this week to cut the reserve requirement ratio (RRR) is part of a response to ease liquidity in the market and relax some paint. The…
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Peter Esho
Peter Esho
Peter Esho
I'm Peter Esho and I write here about investments, business and leadership.
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