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News & Resources


Bond Market Calm, and What Followed It Last Time
News22/09/2026 | 643 Views
Bond Market Calm, and What Followed It Last Time

Key Takeaways Bond market volatility is historically low, and calm has preceded past dislocations. The land cycle and the 80 year cycle both p

Silver Recovers as Supply Issues Have no Solution
News21/09/2026 | 869 Views
Silver Recovers as Supply Issues Have no Solution

Key Takeaways Silver has recovered to around US$66 an ounce after a mid-September dip. The silver market is on track for a sixth consecutive a

Saudi Arabia Turns to China as Houthi Threat Grows
News18/09/2026 | 1186 Views
Saudi Arabia Turns to China as Houthi Threat Grows

Key Takeaways Saudi Arabia has asked China to help restrain Houthi advances near the Red Sea. Two of the region's main oil export routes a

Japan's Financial Fault Line: A Top-Five Economy and Gold
News17/09/2026 | 956 Views
Japan's Financial Fault Line: A Top-Five Economy and Gold

Key Takeaways Japan's ultra-low rates made the yen the world's cheapest funding currency. Japanese bond yields are rising and the yen

INSIGHTS: Queensland's Credit Downgrade
Insights17/09/2026 | 140 Views
INSIGHTS: Queensland's Credit Downgrade

S&P Global Ratings has cut Queensland's credit rating for the first time since 2009, and the May federal changes to capital gains tax and negative

INSIGHTS: What BRICS De-dollarisation Actually Means for Gold
Insights16/09/2026 | 204 Views
INSIGHTS: What BRICS De-dollarisation Actually Means for Gold

BRICS de-dollarisation isn't a dollar collapse, it's a slow shift: more bilateral trade in local currencies, new payment and clearing arra

What BRICS De-Dollarisation Actually Means for Gold
News16/09/2026 | 1141 Views
What BRICS De-Dollarisation Actually Means for Gold

Key Takeaways De-dollarisation means less dollar dependence, not a dollar collapse. The payment alternatives matter more than any common BRICS

What a September Fed Rate Hike Could Mean for Gold
News15/09/2026 | 1170 Views
What a September Fed Rate Hike Could Mean for Gold

Key Takeaways Markets now price a roughly 90% chance of a Federal Reserve rate hike on 16 September, up sharply from about 70% before Friday'