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News & Resources


How Elevated Oil Prices Lead to a Global Financial Crisis
News18/03/2026 | 1331 Views
How Elevated Oil Prices Lead to a Global Financial Crisis

While the current spike in oil prices could easily reverse, from a macro-cycle perspective the oil market appears due for a genuine run-up from 2027 o

Silver is the AI Metal. Australia is Right in the Middle
News17/03/2026 | 2078 Views
Silver is the AI Metal. Australia is Right in the Middle

The global build-out of AI infrastructure is lifting demand for materials most people do not usually associate with technology. Silver is one of them.

Taiwan Sees Large Chinese Military Presence
News16/03/2026 | 1631 Views
Taiwan Sees Large Chinese Military Presence

As the Strait of Hormuz appears close to blocked, China seems to be moving its own chess pieces. According to Politico, Taiwan’s defence ministr

INSIGHTS: Weakness in Land Markets
Insights13/03/2026 | 585 Views
INSIGHTS: Weakness in Land Markets

Weakness in land markets may be flashing an early warning for broader financial instability and a sharp spike in the gold-to-silver ratio. For lon

Private Credit Warning Signs Grow
News13/03/2026 | 1088 Views
Private Credit Warning Signs Grow

It has been a rough couple of weeks for anyone watching the private credit space, and the latest moves from two Wall Street giants have only added to

Australia’s $1 Trillion Debt Bill Just Got More Expensive
News12/03/2026 | 1863 Views
Australia’s $1 Trillion Debt Bill Just Got More Expensive

Australia’s federal government debt is set to cross $1 trillion for the first time, with Treasury projections putting it at $1.022 trillion by

A Tale of Two Liquidities: China vs the West
News11/03/2026 | 1119 Views
A Tale of Two Liquidities: China vs the West

As global liquidity in real terms continues to increase, the split between East and West continues to widen. Western central banks such as the US F

INSIGHTS: High Unemployment and Deflation Paves the Way for Record QE
Insights10/03/2026 | 373 Views
INSIGHTS: High Unemployment and Deflation Paves the Way for Record QE

A deflationary shock may come before the next inflation wave. Rising unemployment and softer CPI could pave the way for record QE and a strong mov