Daily digest
4 June 2026
What published research from banks, asset managers and independent analysts argued on 4 June 2026, summarised by AI for each market.
Assets
- Cross-assetNo cross-asset research worth flagging today. The desks I track didn't put out anything new spanning multiple asset classes — no unified macro call, no broad rotation thesis, no big-picture allocation shift in the…
- GoldPublished research is overwhelmingly bullish on gold, though one tactical dissent stands out.
- PlatinumPlatinum's rally has room to run, according to research published this week — and the story is all about supply, not demand.
- PalladiumPalladium's setup looks structurally bullish, according to research published this week.
- CopperCopper looks structurally tight, and the published research consensus right now is uniformly bullish.
- OilPublished research is broadly aligned on one point: crude oil faces serious upside risk from the closure of the Strait of Hormuz and rapidly depleting inventories.
- Natural gasNatural gas signals point higher on both sides of the Atlantic, according to recently published research — though for very different reasons.
- BitcoinPublished research is leaning bearish on Bitcoin in the near term.
- US equitiesPublished research this week leans broadly bullish on US equities, with AI capex, resilient consumer spending, and earnings revisions cited as the dominant tailwinds — though a contrarian thread flags valuation risk in…
- European equitiesEuropean banks look set to outperform through year-end, according to recently published research on the region.
- US bondsPublished research this week leans hawkish on US Treasuries: yields are seen drifting higher across the curve, which means lower bond prices.
- EU bondsPublished research is lining up behind a bearish call on European sovereign bonds: Bund yields are seen heading higher on both a cyclical and a multi-year horizon as the ECB tightens further.
- EUR/USDPublished research this week flags elevated downside risk for EUR/USD, with analysts arguing the pair could test 1.150 ahead of next week's central bank meeting.