Assets
- Cross-assetToday's cross-asset story is a geopolitics trade: signs of US–Iran ceasefire progress and a possible reopening of the Strait of Hormuz are driving equities and Asian currencies higher while pushing oil and the dollar…
- GoldPublished research is leaning firmly bullish on gold, with multiple independent analyses pointing to meaningful upside on a cyclical horizon.
- SilverSilver is drawing sharply different bullish cases from independent research this week — one cyclical, one structural.
- CopperCopper is drawing bullish calls from multiple corners of published research, though for very different reasons and over very different timeframes.
- OilOil sits at a fork in the road, and published research this week leans bullish — but the bearish path is very much alive if Iran diplomacy progresses.
- Natural gasNatural gas markets are leaning bullish, but the entire complex is hostage to one variable: whether Middle East supply disruptions persist or a US-Iran deal lands.
- BitcoinBitcoin's technical structure is holding up, according to recently published market research.
- US equitiesPublished research is leaning bullish on US equities at both cyclical and strategic horizons — but a vocal minority is flagging a topping process underneath the surface.
- US bondsPublished research is leaning bearish on US Treasury prices — meaning yields stay high or push higher from here.
- EU bondsEuropean bond yields face mostly upward pressure, according to recently published research — though a short-term reprieve is on the table if geopolitics cooperate.
- EUR/USDEUR/USD: research is split by time horizon, not direction.