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Credit Suisse has fallen, and once again, it seems like the Swiss central bank stepped in before the inevitable, with UBS taking over. Our real estate focus this week is on the ramifications, with bond yields continuing to decline significantly. Investors are seeing something…
Peter Esho
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We’ve been watching Canada for the past six months very closely. One of the main reasons is the fact that the Bank of Canada paused its rate hikes…
Peter Esho
Banking collapses aren’t new, they’ve been happening since money was created. It’s no surprise to see Silicon Valley Bank (SIVB) and other peers taken…
Peter Esho
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One of the things I learnt in 2008 was the balance sheet never lies. The 2002-2007 accounting tricks were finally exposed in 2008. We’re finding…
Peter Esho
Bank failures are nothing new. Through most of post-war history banks have continued to fail, particularly in the United States where banking has been a…
Peter Esho
Both the Reserve Bank of Australia (RBA) and Bank of Canada (BOC) surprised markets this week with more dovish policy statements. The RBA did increase…
Peter Esho
The Reserve Bank of Australia (RBA) raised rates as expected by 25 basis points but has opened the door for a pause should data over the next month…
Peter Esho
We read with interest comments from ANZ Bank CEO Shane Elliot over the weekend, saying that future rate rises will hit borrowers harder and differently…
Peter Esho
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