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Insights04/11/2026 | 616 Views

Key Takeaways • With the Reserve Bank’s rate at 4.85%, that is five increases in 2026 alone. • While most

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Insights23/10/2026 | 1380 Views

Key Takeaways Falling bond yields have historically led equity peaks by months, not years. Easier policy often arrives just as a market cy

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Insights14/10/2026 | 491 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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Insights13/10/2026 | 374 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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Insights12/10/2026 | 445 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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Insights08/10/2026 | 509 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 do

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Insights07/10/2026 | 342 Views

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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Insights01/10/2026 | 608 Views

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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