Esho Research | Peter Esho | Substack

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 earlier than peers. We saw that as a potential forward indicator for what other central banks, particularly in Australia and the…

Mar 22

New Top Community

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…

Mar 20

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…

Mar 17

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…

Mar 15

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…

Mar 13

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…

Mar 10

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…

Mar 7

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…

Mar 6

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