Macro and Global Liquidity Analysis: Gold, Silver, and Bitcoin June 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.

For a deeper dive see below.

Support Continues - Capex Drain Meets Plumbing Lift

Ainslie Wealth: Chief Economist's Report – Chris Tipper

June 26, 2026

Weekly analysis of global liquidity, Bitcoin, gold, and silver. Published every Sunday.

Nominal liquidity records fresh highs on targeted interventions while the cycle momentum and real-economy absorption confirm late-cycle positioning toward the late-2027 trough.

Read the full article here - https://tipperanalytics.substack.com/p/support-continues-capex-drain-meets