Daily digest
13 May 2026
What published research from banks, asset managers and independent analysts argued on 13 May 2026, summarised by AI for each market.
Assets
- GoldGold's bull case remains intact across most published research, with one notable near-term caveat.
- SilverPublished research is leaning firmly bullish on silver, both for the next few months and the next several years.
- CopperCopper is having a moment, and the published research consensus is firmly bullish.
- OilPublished research is overwhelmingly bullish on oil right now, and the reason is singular: the ongoing closure of the Strait of Hormuz amid the Iran conflict.
- Natural gasPublished research this week flags LNG as a relative winner if Strait of Hormuz disruption drags on.
- BitcoinBitcoin's bull case is getting louder in published research this week.
- US equitiesUS equity sentiment leans bullish near-term, but the cracks are showing in specific corners of the market.
- European equitiesEuropean equities split the research community today: bullish on earnings, bearish on US inflation spillover.
- US bondsTreasuries are under pressure after April's hotter-than-expected CPI, and most published research is leaning the same way: yields up, prices down across the curve.
- EU bondsPublished research is leaning bearish on German Bunds in the near term, flagging more downside for prices as yield pressure builds.
- EUR/USDPublished research this week is leaning bearish on EUR/USD, with the directional calls pointing lower in the near term.