Assets

• Cross-assetCross-asset markets are pulling in two directions at once, and published research this week is deeply split on which way breaks.
• GoldGold research is split today — but it's more a fight over timing than direction.
• SilverPublished research on silver is leaning firmly bullish this week, with multiple analyst camps projecting meaningful upside on both cyclical and structural horizons.
• PlatinumPlatinum's bull case is getting louder in published research — and today's dataset shows no meaningful pushback.
• CopperCopper's setup is drawing a rare unanimous bullish read from published research this week, with prices seen grinding higher into the second half of 2026.
• OilCrude oil's outlook is split, but the published research consensus leans bearish.
• BitcoinBitcoin research is sharply split right now, with a bearish majority pressing the downside case and a smaller contrarian voice defending the recovery thesis.
• US equitiesPublished research this week leans broadly bullish on US equities, with the consensus resting on strong earnings, AI-driven leadership, and a broadening rally beyond mega-cap tech — though a vocal minority is flagging…
• European equitiesEuropean equities got a constructive read today, centered on Germany and one Nordic shipping bellwether.
• US bondsPublished research this week leans bearish on US bonds and credit — but the debate is unusually live.
• EU bondsEuropean bond yields look set to stay elevated near-term, according to recently published research — though the consensus is far from unanimous.
• EUR/USDResearch published this week argues EUR/USD is set to grind lower in the near term as Europe's growth story keeps falling behind America's.

Macro

• Macro themesThree macro currents are dominating published research this week.