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Insights14/10/2026 | 81 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 | 282 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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Insights13/10/2026 | 104 Views

Everyone compares the AI boom to the 1800s railway boom, but the scarcities are inverted: railways were capital-constrained, AI is constrained by

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News13/10/2026 | 443 Views

Key Takeaways The railway boom ran short of capital. The AI boom is short of labour and metal. Hard money, and later deliberate monetary contr

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Insights12/10/2026 | 164 Views

Australia owns roughly $16 billion in gold, yet almost all of it sits in a vault on the other side of the world. In this episode we unpack why the

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News12/10/2026 | 635 Views

Key Takeaways Technology shares and the US dollar fell together, which is not the usual pattern. Dollar support may partly rest on overseas mo

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News09/10/2026 | 1147 Views

Key Takeaways US forces are preparing strike options on Iran while Trump rules out an attack before 3 November. Oil and gold both rose anyway,

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Insights08/10/2026 | 287 Views

Australia's mortgage burden has passed 1989 levels, with 35.5% of household income going to repayments before the latest rise, and we break down w

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