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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,
Around the world bond markets are starting to fracture From Japan, with 40 months of above-target CPI (2%) leading to 30-year bond prices lifting to t
The Shemitah year—or “Sabbath of the Land”—is the seventh year in a biblically mandated agricultural cycle, still observed in
By now, you’ve likely seen the headlines about the new Online Safety laws, introduced under the premise of protecting children by banning anyone
The Australian economy is showing signs of improvement, yet consumer confidence remains subdued—likely due to elevated borrowing costs, reduced
Often regarded as the Fed’s most important annual gathering, the Kansas City Fed’s Jackson Hole Economic Policy Symposium runs Thursday to
Economic Reform Roundtable This week’s Economic Reform Roundtable in Canberra aims to unite opposing voices on what's driving Australia&#
With markets now pricing a 90% chance of a US Fed rate cut in September, the reaction from many is one of optimism. However, viewed through the lens o