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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
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…
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
2
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
It’s been a relatively quiet week in markets with most of the data that has come out already confirming many of the assumptions already in place. We use…
Peter Esho
We tend to study both Australia and Canada collectively because they have similar economic fundamentals and leverage to interest rate sensitivities…
Peter Esho

February 2023

Many investors thought that rising interest rates around the world would crush real estate prices, particularly in highly leveraged markets. The data…
Peter Esho
One of the big surprises so far this year has been the weaker than expected oil price. It wasn’t that long ago that many forecasters were calling for…
Peter Esho
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