Esho Research

Home
Quicknotes
Partners
Archive
About

Quicknotes

Quicknotes are short macro investment insights and signals, focused on immediate market movements and news. Central banks, bonds, forex, commodities and stocks.

NewTopCommunity
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
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
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 tend to study both Australia and Canada collectively because they have similar economic fundamentals and leverage to interest rate sensitivities…
Peter Esho
One of the countries we look at closely is Canada given the diversified nature of its economic base and also its exposure to commodities, particularly…
Peter Esho
The good news is that US inflation is under control. The bad news…it isn’t falling quick enough to temper rate rise expectations. As we wrote last week…
Peter Esho
The RBA increased rates by 25 basis points as expected and has left the door open for more hikes which is understandable given the higher than expected…
Peter Esho
See all
© 2023 Esho Research
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing