Assets
- Cross-assetToday's research consensus: a hawkish Fed repricing is driving the dollar higher, lifting short-term yields, and squeezing long-end rates — while oil's sharp drop after the US-Iran maritime agreement and Hormuz…
- GoldGold's near-term outlook is mostly bearish in the published research this week — but a contrarian tactical case is emerging from extreme positioning.
- SilverPublished research is leaning bearish on silver in the near term, with no notable bullish counter-thread surfacing this week.
- CopperCopper faces near-term downside, according to the latest published research on the metal.
- OilPublished research is leaning bearish on oil, and the catalyst is geopolitical: the US-Iran memorandum of understanding and the reopening of the Strait of Hormuz are seen as releasing stranded cargoes and reviving…
- BitcoinPublished research is sounding a cautious note on Bitcoin over the coming quarters.
- US equitiesUS equities: the published research consensus leans constructive, with bullish conviction on the index and AI-exposed names — but real pockets of caution underneath.
- European equitiesToday's only Europe-specific equity call is a bearish one — and it lands on Douglas.
- US bondsPublished research this week leans toward higher US Treasury yields, though a notable minority sees the long end eventually falling.
- EU bondsEuro area bond yields look set to drift higher before any eventual reversal — that's the dominant message from recently published research on the region.
- EUR/USDWhere is the euro heading against the dollar? Published research is genuinely split — and the disagreement is real, not just a timing mismatch.