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Markets are now pricing in strong expectations of a rate cut this September, following a weaker-than-expected US jobs report. This has prompted a nota
Just last week, President Trump made a rare and historic visit to the Federal Reserve’s headquarters—marking the first time in nearly two
Global gold demand just smashed through the ceiling. The World Gold Council’s fresh Q2 2025 report shows total offtake climbing to roughly 1,249
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,
As Trump's tariffs and a shift toward deglobalisation challenge Australia's “dig it, don’t do it” economy, the country is st
With the US Fed meeting this week, consensus among market participants is that rates will remain on hold. With no meeting scheduled in August, markets
Gold remains range-bound as markets digest a mix of macroeconomic headlines and generally weak summer trading volumes. Despite some intraday wobbles,
The Warren Buffett indicator may be worth looking at after the recent stock market rally. The S&P 500 just logged another record close, capping a