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News & Resources


RBA to Deliver
News03/07/2025 | 853 Views
RBA to Deliver

4 Banks Tip RBA to Cut Next Week Next week marks the fourth Reserve Bank of Australia (RBA) meeting of the year, and for the first time, all four m

Rising Global Liquidity Bolster Markets - The “Everything Bubble”
News02/07/2025 | 2149 Views
Rising Global Liquidity Bolster Markets - The “Everything Bubble”

As we embark on the final phase of the land-credit cycle, where most financial assets rise together amid leverage, speculation, and greed — befo

Australia’s Debt Time Bomb and a New Gold Horizon
News01/07/2025 | 2804 Views
Australia’s Debt Time Bomb and a New Gold Horizon

A hidden fragility lies at the heart of Australia’s economy. Beneath headline GDP numbers is a debt structure more exposed than most Australians

Australia’s Exports to Dramatically Fall
News30/06/2025 | 1206 Views
Australia’s Exports to Dramatically Fall

Australia’s resource-rich economy is running into a new problem: Washington’s unpredictable tariffs. Fresh projections from the Department

Macro and Global Liquidity Analysis: Gold, Silver, and Bitcoin – June 2025
News27/06/2025 | 7936 Views
Macro and Global Liquidity Analysis: Gold, Silver, and Bitcoin – June 2025

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,

0% Mortgages for Fiscally Responsible Governments
News26/06/2025 | 958 Views
0% Mortgages for Fiscally Responsible Governments

Switzerland made headlines on Tuesday last week when it dropped its official interest rate to 0%. Over the last 20 years, a 0% emergency rate has usua

Increased Global Centralisation
News25/06/2025 | 871 Views
Increased Global Centralisation

“You’ll be able to come to X and be able to transact your whole financial life on the platform” - X CEO, Linda Yaccarino. While m

The Solar Surge
News24/06/2025 | 985 Views
The Solar Surge

In May 2025, China’s solar output hit 432TWh, already surpassing its total for all of 2022. Battery installations are catching up fast too, risi