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News & Resources


AI Scare Raises Questions About the US Dollar
News12/10/2026 | 1106 Views
AI Scare Raises Questions About the US Dollar

Key Takeaways Technology shares and the US dollar fell together, which is not the usual pattern. Dollar support may partly rest on overseas mo

Ready, Aim, Wait Until November
News09/10/2026 | 1521 Views
Ready, Aim, Wait Until November

Key Takeaways US forces are preparing strike options on Iran while Trump rules out an attack before 3 November. Oil and gold both rose anyway,

Macro Turning Point For Bonds and Precious Metals
News07/10/2026 | 2589 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 | 1859 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 | 1734 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 | 2327 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 | 812 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 | 2691 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