Macro and Global Liquidity Analysis: Gold, Silver, and Bitcoin April 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, and the implications for Gold, Silver, and Bitcoin. This summary highlights the key themes discussed with our expert panel. We encourage you to watch the recorded video of the full presentation for the detailed explanations and the rich discussion between the panel members.
https://www.youtube.com/watch?v=qWZDYiXN92M
For a deeper dive see below.
The Multiplier Breathes
Ainslie Wealth: Chief Economist's Report – Chris Tipper
April 19, 2026
Weekly analysis of global liquidity, Bitcoin, gold, and silver. Published every Sunday.
Bond volatility collapsed. The collateral channel reopened. Nominal liquidity rose. But the structural picture hasn't changed.
Read the full article here - https://substack.com/home/post/p-194667108