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News & Resources


Macro Turning Point For Bonds and Precious Metals
News07/10/2026 | 1517 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.

LBMA Lawsuit Raises Insolvency Risks
News06/10/2026 | 1079 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

Is Silver Becoming the New Gold?
News02/10/2026 | 1281 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

The Hardest Rate Rise in 40 Years
News01/10/2026 | 1812 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

Bonds at a Cycle Low: What Comes Next
News30/09/2026 | 639 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

Plenty of Oil, Not Enough Diesel
News29/09/2026 | 2122 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

Bessent Pressures Fed with AI
News28/09/2026 | 3031 Views
Bessent Pressures Fed with AI

Key Takeaways The US Treasury wants the Federal Reserve to treat AI as a reason for patience on rates. The Fed has just raised rates, with inf

Don't Give Up Your Gold
News25/09/2026 | 1321 Views
Don't Give Up Your Gold

Key Takeaways A more disciplined US Federal Reserve does not fix Washington's fiscal position. Higher rates can pressure gold short term w