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Macro Turning Point For Bonds and Precious Metals
News07/10/2026 | 1643 Views
Macro Turning Point For Bonds and Precious Metals

Key Takeaways Markets price the Fed holding rates steady at its late October meeting. Bond yields look to be topping after a long run higher.

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INSIGHTS: Victoria's Tax Front
Insights07/10/2026 | 33 Views
INSIGHTS: Victoria's Tax Front

Victoria's tax load keeps growing: the Emergency Services and Volunteers Fund, payroll and land tax hitting medical practices and schools, the sho

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LBMA Lawsuit Raises Insolvency Risks
News06/10/2026 | 1115 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 | 1306 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 | 260 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 | 1823 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 | 168 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 | 648 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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