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News01/10/2026 | 2024 Views

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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News30/09/2026 | 709 Views

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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News29/09/2026 | 2348 Views

Key Takeaways The shortage is in diesel, not in crude oil. Damaged and closed refineries are driving record fuel margins worldwide. Washingt

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News28/09/2026 | 3697 Views

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

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News25/09/2026 | 1363 Views

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

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News23/09/2026 | 1704 Views

Key Takeaways Australia owns 80 tonnes of gold, and 99.9 per cent of it sits in London. The Bank of England holds the gold as custodian; Austr

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News22/09/2026 | 1572 Views

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

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News21/09/2026 | 2395 Views

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

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