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Netanyahu’s Comments Trigger Oil Sell-Off, Lifting Equities and Bonds
News20/03/2026 | 685 Views
Netanyahu’s Comments Trigger Oil Sell-Off, Lifting Equities and Bonds

Risk assets recovered overnight and gold eased after Benjamin Netanyahu said the war with Iran should end sooner than most expect. The other major dev

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How Elevated Oil Prices Lead to a Global Financial Crisis
News18/03/2026 | 879 Views
How Elevated Oil Prices Lead to a Global Financial Crisis

While the current spike in oil prices could easily reverse, from a macro-cycle perspective the oil market appears due for a genuine run-up from 2027 o

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Silver is the AI Metal. Australia is Right in the Middle
News17/03/2026 | 1299 Views
Silver is the AI Metal. Australia is Right in the Middle

The global build-out of AI infrastructure is lifting demand for materials most people do not usually associate with technology. Silver is one of them.

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Taiwan Sees Large Chinese Military Presence
News16/03/2026 | 1217 Views
Taiwan Sees Large Chinese Military Presence

As the Strait of Hormuz appears close to blocked, China seems to be moving its own chess pieces. According to Politico, Taiwan’s defence ministr

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INSIGHTS: Weakness in Land Markets
Insights13/03/2026 | 465 Views
INSIGHTS: Weakness in Land Markets

Weakness in land markets may be flashing an early warning for broader financial instability and a sharp spike in the gold-to-silver ratio. For lon

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Private Credit Warning Signs Grow
News13/03/2026 | 866 Views
Private Credit Warning Signs Grow

It has been a rough couple of weeks for anyone watching the private credit space, and the latest moves from two Wall Street giants have only added to

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Australia’s $1 Trillion Debt Bill Just Got More Expensive
News12/03/2026 | 1373 Views
Australia’s $1 Trillion Debt Bill Just Got More Expensive

Australia’s federal government debt is set to cross $1 trillion for the first time, with Treasury projections putting it at $1.022 trillion by

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A Tale of Two Liquidities: China vs the West
News11/03/2026 | 1003 Views
A Tale of Two Liquidities: China vs the West

As global liquidity in real terms continues to increase, the split between East and West continues to widen. Western central banks such as the US F

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