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News & Resources


Silver-Gold Price Compression – Silver Market in Deficit
News03/03/2026 | 2811 Views
Silver-Gold Price Compression – Silver Market in Deficit

Bank of America has issued one of its more assertive silver forecasts in recent years. Michael Widmer, the bank’s Head of Metals Research, has o

Iran Conflict Update
News02/03/2026 | 2067 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

Macro and Global Liquidity Analysis: Gold, Silver, and Bitcoin February 2026
News27/02/2026 | 11121 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,

Approaching the Land Cycle Peak
News26/02/2026 | 1937 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

Who says the RBA isn’t Political?
News24/02/2026 | 1326 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

Redemptions Halted, Confidence Shaken: Is a Credit Event Unfolding?
News23/02/2026 | 2405 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

Iran Tensions Prop Gold Up
News20/02/2026 | 913 Views
Iran Tensions Prop Gold Up

Over the past week, markets have been increasingly driven by the perceived risk of a US–Iran conflict. That theme is now outweighing most econom

The Pentagon Pizza Index: What Late-Night Pizza Orders Tell Us About Gold
News19/02/2026 | 3250 Views
The Pentagon Pizza Index: What Late-Night Pizza Orders Tell Us About Gold

When the Pentagon orders pizza, investors take note. There’s an unusual indicator trending across social media this week. It’s not a ne