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News23/10/2026 | 12 Views

Key Takeaways Debt raised to build AI data centres is being sold on to big institutional investors. A single portfolio can end up exposed to t

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News21/10/2026 | 1367 Views

Key Takeaways US bond yields have historically topped months before major stock market peaks. Yields led the 2000 peak by seven months and the

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News20/10/2026 | 866 Views

Key Takeaways The midterm result matters less than its effect on yields, the dollar and fiscal policy. A divided Congress could add fiscal unc

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News19/10/2026 | 1468 Views

Key Takeaways Silver has bounced off the same major support level twice since July. A double bottom can signal recovery, but the weekly close

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News16/10/2026 | 2019 Views

Key Takeaways Chip stocks fell for a seventh straight session as AI financing worries spread. A Cleveland Fed official wants policy restrictiv

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News15/10/2026 | 1364 Views

Key Takeaways A firmer US dollar pushed gold and silver lower ahead of US inflation data, and the September CPI print came in hotter than expect

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Insights14/10/2026 | 290 Views

Why the RBA's hands are tied: rate cuts in Australia can't come until the Fed moves, and the Fed can't move until US bond yields roll over. We wor

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News14/10/2026 | 617 Views

Key Takeaways Long dated US bonds are sitting in a major cycle low window, which could pull yields down. Falling yields and rates historically

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