Assets
- GoldGold's outlook is splitting along time horizons, with published research cautious near-term but increasingly constructive over the cyclical view.
- CopperCopper's bull case is gaining backing from two angles at once: structural demand and a clean technical breakout.
- OilPublished research is broadly bullish on crude while the Strait of Hormuz remains closed, with the only bearish takes hinging on a ceasefire or diplomatic deal reopening energy flows.
- Natural gasNatural gas sits on a geopolitical knife-edge, according to recently published research.
- US equitiesUS equity views are splitting hard by time horizon: published research is broadly bullish on the cyclical and strategic outlook, but near-term tactical signals point lower, with major indices expected to open weaker on…
- European equitiesPublished research is flagging clear near-term selling pressure on the DAX, with analysts pointing to a weak open and continued downside through the session. The mood across European and German-listed names is mixed,…
- US bondsMost published research is bearish on US Treasury prices in the near term — meaning yields stay high or push higher — with only a few voices calling for relief later.
- EUR/USDPublished research on EUR/USD is split mainly by time horizon, not by genuine disagreement: the near-term consensus leans bearish on the euro, while a longer-run constructive case survives if global growth recovers.