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INSIGHTS: 2026 to 2028: The Most Chaotic Years of our Lifetime
Insights02/03/2026 | 105 Views
INSIGHTS: 2026 to 2028: The Most Chaotic Years of our Lifetime

2026–2028 is shaping up as a pressure point: property often turns first, risk assets can lag, and safe havens may lead in the fear phase. Do

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Iran Conflict Update
News02/03/2026 | 1254 Views
Iran Conflict Update

The United States and Israel carried out coordinated strikes inside Iran over the weekend. Officials said the targets were linked to Iran’s miss

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Macro and Global Liquidity Analysis: Gold, Silver, and Bitcoin February 2026
News27/02/2026 | 8811 Views
Macro and Global Liquidity Analysis: Gold, Silver, and Bitcoin February 2026

Today the Ainslie Research team brings you the latest monthly update on where we are in the Global Macro Cycle, driven by the Global Liquidity Cycle,

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INSIGHTS: Lowe Blow
Insights26/02/2026 | 194 Views
INSIGHTS: Lowe Blow

Philip Lowe has reignited debate over RBA independence, pointing to government spending as a driver of higher rates. With weak productivity, high

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Approaching the Land Cycle Peak
News26/02/2026 | 1410 Views
Approaching the Land Cycle Peak

As we approach the peak of the 18.6-year land cycle, there is an unsettling alignment between elevated spending, buoyant sentiment and deteriorating e

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Who says the RBA isn’t Political?
News24/02/2026 | 1148 Views
Who says the RBA isn’t Political?

The former RBA Governor has recently delivered pointed criticism of successive governments, arguing that fiscal handouts have fuelled inflation and co

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Redemptions Halted, Confidence Shaken: Is a Credit Event Unfolding?
News23/02/2026 | 2180 Views
Redemptions Halted, Confidence Shaken: Is a Credit Event Unfolding?

Trouble is building beneath the surface of today’s financial markets, and recent developments in private credit are drawing uncomfortable compar

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INSIGHTS: Where Are We at With the Big Picture Gold and Silver Cycles?
Insights20/02/2026 | 850 Views
INSIGHTS: Where Are We at With the Big Picture Gold and Silver Cycles?

Gold/silver cycles: Dhruv explains the land-cycle warning signs, why GSR volatility matters, and how AI, debt and policy risk could shape the next

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