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We're at the foothills of the next super cycle
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…
Peter Esho
Feb 3
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We're at the foothills of the next super cycle
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January 2023
Quicknote: Retail sales start to slip, higher rates are working
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…
Peter Esho
Jan 31
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Quicknote: Retail sales start to slip, higher rates are working
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Japan is back...maybe
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…
Peter Esho
Jan 26
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Japan is back...maybe
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Quicknote: Aussie inflation numbers have a lag to them
The Aussie inflation numbers are worse than expected, with the trimmed mean rising 1.7% compared to the previous quarter. This compares with market…
Peter Esho
Jan 25
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Quicknote: Aussie inflation numbers have a lag to them
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Migration is returning to pre-pandemic levels
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…
Peter Esho
Jan 23
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Migration is returning to pre-pandemic levels
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New data suggests we could be at a tipping point
Successful investing is about picking trends and sticking with your intuition no matter what short term market movements do. This is also called…
Peter Esho
Jan 19
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New data suggests we could be at a tipping point
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Residential real estate prices are close to their cyclical bottom
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…
Peter Esho
Jan 16
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Residential real estate prices are close to their cyclical bottom
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What lies ahead for investments in 2023?
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…
Peter Esho
Jan 13
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What lies ahead for investments in 2023?
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December 2022
Ending 2022 on a good note
There’s a lot of good news for investors, if you manage to look clearly. We’ve come out of the pandemic in a heightened state of fear. Many of us are…
Peter Esho
Dec 9, 2022
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Ending 2022 on a good note
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Quicknote: RBA on track for soft landing in 2023
We think the RBA will move by 25bpts today but perhaps more importantly, it will change some of the wording around future rate rises. There could be one…
Peter Esho
Dec 5, 2022
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Quicknote: RBA on track for soft landing in 2023
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China's reopening will balance out real estate risks
Most of the mainstream media has been focused on China’s handling of the pandemic. I think that’s totally irrelevant because China is such a large and…
Peter Esho
Dec 5, 2022
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China's reopening will balance out real estate risks
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Building the 2023 investment plan
At the end of each year I like to sit back and think about the key themes that will dominate markets in the coming period. It’s so much about predicting…
Peter Esho
Dec 1, 2022
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Building the 2023 investment plan
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