Assets
- GoldGold's near-term path has split the published research community, with safe-haven demand pulling one way and policy plus supply dynamics pulling the other.
- OilPublished research this week leans bearish on crude oil, with the dominant thread tying lower prices to a potential US–Iran deal that would reopen the Strait of Hormuz and bring Iranian barrels back to market.
- Natural gasEuropean natural gas prices are sliding, and recent research attributes the move to Middle East diplomacy rather than fundamentals.
- BitcoinDDC Enterprise CEO Norma Chu is leaning into Bitcoin as a long-term hedge against fiat debasement, and her thinking offers a window into how some corporate treasuries are now framing the asset.
- US equitiesUS equity research is split — and the disagreement is as much about time horizon as direction.
- European equitiesToday's lone European equity call leans bearish: newly published research has trimmed its DAX target to 26,300 from 27,800 for June 2027.
- US bondsPublished research this week is overwhelmingly pointing to higher US Treasury yields across the curve, from the 2-year through the 30-year long bond.
- EU bondsPublished research is leaning hawkish on European rates, with most analysts pointing to higher Bund yields and looming ECB tightening — though one tactical counterpoint stands out.
- EUR/USDEUR/USD: the bull and bear cases aren't actually fighting each other — they're operating on different clocks.