Peter Esho | Substack

One of the most interesting themes playing out in the early days of the FIFA Football World Cup is the surprises, both Saudi Arabia and Japan shocking traditional heavyweights Argentina and Germany. Football is a world sport and often a microcosm for everyday life.

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Our property investment focus is a little different this week. We spend a lot of time focusing on movements in certain markets, clearance rates, facts…

Nov 28

The 0.2% decline in retail sales is too early to point to as an indicator that things are slowing down. The fall was worse than expected but is just one…

Nov 28

One of the most important drivers for any real estate market is the quality and depth of the jobs market. Employment is a critical factor to housing…

Nov 21

One of the most important things to do as a macro investor, looking top down to determine investment themes, is to listen to the data very closely. Data…

Nov 18

We continue to think Australia will end 2022 as one of the world’s best placed developed economies. Today’s 3.4% unemployment rate was better than…

Nov 17

Interest rate rises are doing their job by slowing things down. The whole point of cutting rates during the pandemic was to stimulate the economy and…

Nov 14

Markets are hard to predict. When the pandemic started in 2020, most major forecasters and experts came out and said property prices were going to…

Nov 13

Peter Esho

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