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News & Resources


INSIGHTS: Plenty of Oil, Not Enough Diesel
Insights01/10/2026 | 292 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

The Hardest Rate Rise in 40 Years
News01/10/2026 | 1969 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

INSIGHTS: How Much Does Australia's Economy Depend on China?
Insights30/09/2026 | 183 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

Bonds at a Cycle Low: What Comes Next
News30/09/2026 | 692 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 | 2279 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

INSIGHTS: Markets are Moving: When Will Speculation Turn Into the Crash?
Insights28/09/2026 | 288 Views
INSIGHTS: Markets are Moving: When Will Speculation Turn Into the Crash?

S&P Markets are melting up while the cracks widen underneath, and this discussion unpacks why the land cycle's "winner's curse" phase looks li

Bessent Pressures Fed with AI
News28/09/2026 | 3559 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 | 1350 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