Assets
- GoldPublished research is lining up firmly bullish on gold — not on short-term catalysts, but on structural forces that analysts argue won't fade quickly.
- SilverSilver's setup looks firmly bullish, according to research published this week.
- CopperCopper: the published research is lining up firmly bullish.
- Natural gasNatural gas looks structurally bid, according to research published this week.
- BitcoinBitcoin is back in the spotlight after Eric Trump made a forcefully bullish case for it in a recent public interview circulated by third-party media.
- US equitiesUS equity research is leaning bullish on the cycle, but a vocal minority is flagging froth risk right here.
- European equitiesEuropean equities are getting a split read in published research this week: tactical caution on the index, structural optimism on select single names.
- US bondsPublished research on US Treasuries is leaning bearish on prices and bullish on yields, with most analysts arguing persistent inflation and a more hawkish Fed will keep bonds under pressure.
- EU bondsEuropean government bonds are under pressure, and the published research consensus this week is uniformly bearish on near-term prospects.
- EUR/USDPublished research on EUR/USD looks split — but the split is mostly about timeframe, not fundamentals.