11 May 2026

Assets

• GoldGold: published research leans bullish across most horizons, but there's real tactical pressure and a notable split on what happens after 2027.
• SilverSilver: the published research consensus leans bullish, with one tactical dissent.
• CopperCopper is getting a uniformly bullish read from published research this week, with both fundamental and technical analysis pointing higher.
• OilPublished research is overwhelmingly bullish on crude, and the reason is the same across the board: the Strait of Hormuz remains largely closed after the US rejected Iran's latest peace proposal, sustaining what the IEA…
• BitcoinBitcoin draws a broadly bullish tone across published research this week, with one notable near-term caveat warning of a possible autumn dip before the next leg up.
• US equitiesPublished research is leaning heavily bullish on US equities right now, with the AI investment cycle doing most of the work.
• European equitiesEuropean equities: constructive medium-term, but with clear short-term and country-specific caveats — that's the picture emerging from this week's published research.
• US bondsPublished research is leaning bearish on US Treasuries and dollar credit, with most analysts seeing yields drifting higher over the medium to long term — though a few tactical rally scenarios remain in play.
• EU bondsEuropean government bonds are under pressure across the board, with published research this week pointing to higher yields on German Bunds, French OATs, and Italian BTPs — and no notable bullish counter-view in…
• EUR/USDPublished research is leaning structurally bullish on the euro, with a multi-year path toward 1.21–1.25 against the dollar emerging as the consensus view.