Assets
- Cross-assetToday's cross-asset story: a hawkish macro repricing is rippling through markets after strong US payrolls, even as a narrow AI/chip bid stages a tactical counter-rally in tech.
- GoldPublished research on gold is lining up bullish — but on very different clocks.
- SilverSilver: published research is leaning bullish, but expect a bumpy road first.
- CopperPublished research is unusually aligned on copper right now: every major view crossing the desk this week is bullish, with no dissenting take.
- OilPublished research on crude oil is split, but the dominant near-term lean is bullish — driven by supply disruptions tied to the Strait of Hormuz.
- Natural gasPublished research this week makes a strategic, multi-year bullish case for US natural gas.
- BitcoinBitcoin's near-term setup looks shaky, according to research published this week.
- US equitiesUS equities are split today between tactical bullishness on tech names and strategic warnings of a fragile market top.
- European equitiesEuropean equities are getting a broadly constructive read from published research this week, with one notable exception on the bearish side.
- US bondsResearchers broadly expect US Treasury yields to drift higher across the curve, with the 2-year and 10-year tenors flagged as most exposed — though selective entry points are starting to look attractive to some.
- EU bondsEuropean rates research is leaning clearly hawkish ahead of the ECB's upcoming meeting.