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LBMA Lawsuit Raises Insolvency Risks
News06/10/2026 | 353 Views
LBMA Lawsuit Raises Insolvency Risks

Key Takeaways The body that sets London's gold standards is being sued over two deaths at a Tanzanian mine. Its reserves are small next to

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Is Silver Becoming the New Gold?
News02/10/2026 | 1135 Views
Is Silver Becoming the New Gold?

Key Takeaways Silver is forecast to run a supply deficit for the sixth year in a row. Investor demand for silver coins and bars is forecast to

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INSIGHTS: Plenty of Oil, Not Enough Diesel
Insights01/10/2026 | 236 Views
INSIGHTS: Plenty of Oil, Not Enough Diesel

Plenty of oil, not enough diesel: this episode unpacks why refinery outages, not crude supply, are driving diesel prices higher, with roughly a fi

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The Hardest Rate Rise in 40 Years
News01/10/2026 | 1754 Views
The Hardest Rate Rise in 40 Years

Key Takeaways The RBA lifted the cash rate to 4.60%, its fourth rise this year. Rates are moderate by historical standards, but household debt

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INSIGHTS: How Much Does Australia's Economy Depend on China?
Insights30/09/2026 | 152 Views
INSIGHTS: How Much Does Australia's Economy Depend on China?

China took roughly 37% of Australia's goods exports in 2024, and more than 80% of our iron ore, so what happens if that demand shifts? In this epi

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Bonds at a Cycle Low: What Comes Next
News30/09/2026 | 613 Views
Bonds at a Cycle Low: What Comes Next

Key Takeaways Long dated US bonds may be carving out a major cycle low after years of selling. Falling yields could give the Fed room to cut w

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Plenty of Oil, Not Enough Diesel
News29/09/2026 | 2045 Views
Plenty of Oil, Not Enough Diesel

Key Takeaways The shortage is in diesel, not in crude oil. Damaged and closed refineries are driving record fuel margins worldwide. Washingt

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INSIGHTS: Markets are Moving: When Will Speculation Turn Into the Crash?
Insights28/09/2026 | 268 Views
INSIGHTS: Markets are Moving: When Will Speculation Turn Into the Crash?

S&P Markets are melting up while the cracks widen underneath, and this discussion unpacks why the land cycle's "winner's curse" phase looks li

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