Assets

• Cross-assetA blowout US jobs report has triggered a coordinated move across markets, and published research is broadly aligned on what comes next: higher yields, a stronger dollar, and pressure on risk assets — all while Middle…
• GoldGold's outlook splits cleanly by time horizon: near-term tactical pressure looks heavy, but the long-term structural case still has firm support in published research.
• SilverSilver research is splitting clean along time horizons: bearish near-term, bullish for the year and beyond.
• CopperCopper is splitting the research community right now — and the split is really about time horizon.
• OilPublished research this week is overwhelmingly bullish on crude, with the Israel-Iran conflict and risks around the Strait of Hormuz cited as the dominant driver.
• Natural gasNatural gas is setting up bullish on two separate timeframes, according to recently published research.
• BitcoinBitcoin is caught between a bearish short-term setup and a constructive long-term thesis, according to research published this week.
• US equitiesUS equities are caught in a sharp tug-of-war between near-term caution and a more constructive cyclical view, with pre-market signals pointing to a rebound after last week's sell-off.
• European equitiesEuropean equities face a sharp near-term test from geopolitical risk — but one strand of research is quietly making the opposite long-term case.
• US bondsPublished research this week is overwhelmingly bearish on US Treasury prices, with a near-consensus call that yields head higher across the curve — led by the front end.
• EU bondsEuropean bond yields look set to grind higher, according to the dominant thread in published research this week, as the ECB is widely expected to hike further into a rebound in eurozone inflation — a bearish setup for…
• EUR/USDPublished research is split on EUR/USD — but the divide is about timing, not direction.

Macro

• Macro themesTwo forces are dominating the macro conversation, according to research published this week: a blowout US jobs report that has shifted Fed expectations toward hikes, and a Middle East flare-up pushing oil toward…