Peter Esho | Substack

One of the most interesting aspects of this week’s US Federal Reserve interest rate decision is the subtle changes in wording that have made a big difference on market expectations. The Fed has been doing what every central bank needs to do — maintain credibility in balancing the…

Feb 3

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Aussie retail sales slumped by 3.9% in December. To put this into perspective, sales rose by 1.7% in November and the market was expecting sales to only…

Jan 31

One of the clear trends emerging so far this year is the clear distinction between economic trends in the US, Europe and Asia. As we wrote last week…

Jan 26

The Aussie inflation numbers are worse than expected, with the trimmed mean rising 1.7% compared to the previous quarter. This compares with market…

Jan 25

One of the biggest challenges facing countries around the world is the very tight job market. Unemployment is at historically low levels and while that…

Jan 23

Successful investing is about picking trends and sticking with your intuition no matter what short term market movements do. This is also called…

Jan 19

It’s great to be back in the office this week, contemplating and planning about the big themes that will make a difference this year. I spent a lot of…

Jan 16

I spent most of the holiday thinking about the re-opening of the Chinese economy and the impact it will have on global investments this year. I’ve…

Jan 13

Peter Esho

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