Assets
- GoldPublished research on gold this week tilts bullish on a multi-year view, even as a meaningful minority warns the recent pullback could extend further.
- SilverSilver's outlook is genuinely split right now, with published research landing on opposite sides of the same chart.
- CopperCopper is caught between two clocks: tactical pressure now, structural strength later.
- OilPublished oil research is leaning heavily bullish, and the pivot point is the same across nearly every view: how long the Strait of Hormuz stays disrupted.
- BitcoinBitcoin's near-term setup looks rough across most of the published research this week, with longer-horizon views splitting from cautiously constructive all the way to outright doomsday.
- US equitiesUS stocks are split between a powerful earnings-driven bull case and a growing chorus warning of a near-term correction.
- European equitiesEuropean equity coverage is thin today, but the published research splits cleanly into one tactical setup and a cluster of long-horizon structural calls.
- US bondsPublished research is broadly bearish on US Treasury prices, with long-end yields at or near multi-year highs and selling pressure across the curve.
- EU bondsEuropean sovereign bonds are under pressure, and the published research consensus points to higher Bund yields ahead.
- EUR/USDEUR/USD: published research is tilting bearish, with no notable pushback in today's coverage.