Sitemap - 2023 - Peter Esho
Podcast: Mental fitness and the power of positive leadership
Will the Americans do the right thing?
French resistance a warning to everyone else
Is a market correction around the corner?
Missing the forest for the trees
The Mexican standoff in commercial real estate
Outlook for interest rates and property prices
The reasons why Bitcoin is rising
The RBA pause and what comes next?
Mean reversion, cycles and the seasons of investing
Quicknote: Canadian inflation starts to cool, will it flow through elsewhere?
A historic week in Switzerland
The dangers of tech domination in banking
Quicknote: Rising rates finally cause large market cracks
Silicon Valley Bank collapse crushes bond yields
Australia and Canada could emerge in better shape than US
RBA more dovish in outlook, signals possible pause
Rate rises if pushed too far will cause cracks
Is it time for India's next economic growth boom?
Quicknote: Aussie and Canadian growth rate slips
Global housing holding up despite higher rates
Commodity prices painting a mixed picture
Quicknote: Clues from Canada's latest inflation print
Australian house prices show signs of bottoming
Stock prices supported by still strong earnings
Quicknote: US inflation is under control, but still stubbornly high
US housing market softening while supply falls in 2023
Jobs and the economy are a lot stronger than we think
Quicknote: RBA raises as expected but sounding cautious
Policy changes see return of foreign students
We're at the foothills of the next super cycle
Quicknote: Retail sales start to slip, higher rates are working
Quicknote: Aussie inflation numbers have a lag to them
Migration is returning to pre-pandemic levels
New data suggests we could be at a tipping point
Residential real estate prices are close to their cyclical bottom