Assets
- GoldGold's outlook splits cleanly by time horizon: published research is broadly cautious near-term but firmly bullish further out.
- SilverSilver's outlook splits by time horizon: cautious near-term, decisively bullish over the cycle, according to recently published research.
- PlatinumPlatinum gets a brief but pointed mention in this week's published precious metals research: it belongs in the same long-term bull thesis as gold and silver.
- CopperCopper is the rare trade where published research is speaking with one voice: structural, multi-year undersupply is the dominant story.
- OilOil research is split cleanly along one fault line: what happens to U.S.–Iran diplomacy.
- BitcoinBitcoin's outlook splits along time horizon, not fundamentals: tactically cautious near-term, cyclically constructive over the coming months.
- US equitiesPublished research on US equities is sharply split by time horizon: cautious for the next few weeks, broadly constructive over the next year or two.
- European equitiesUK equities stand out as a deep-value opportunity, according to research circulating this week.
- US bondsPublished research on US Treasuries is splitting hard along the time horizon — and the near-term winds favor a bounce in longer-dated bonds.
- EU bondsPublished research is leaning bearish on European government bonds: the consensus in this week's analysis is that Eurozone sovereigns sell off as the ECB keeps tightening, with yields rising and bond prices falling…
- EUR/USDThe published research consensus on EUR/USD is bearish, with multiple analysts seeing the pair under near-term pressure — though how far it falls depends on geopolitics and incoming data.