Daily digest
16 July 2026
What published research from banks, asset managers and independent analysts argued on 16 July 2026, summarised by AI for each market.
Assets
- Cross-assetSoft US inflation prints jolted markets today — but the bigger story is a split among researchers over whether this is a genuine turn or a head-fake before a more persistent inflation cycle.
- GoldGold is caught between a bullish near-term majority and a smaller bearish camp — and where you land depends heavily on your time horizon.
- SilverSilver: published research is leaning bullish after the recent washout.
- CopperCopper: published research is uniformly bullish, pointing to a squeeze where constrained supply meets structural demand.
- OilPublished research this week leans heavily bullish on oil and refined products, with the US-Iran conflict and Strait of Hormuz risk driving the call across Brent, WTI, diesel, jet fuel, and gasoline.
- US equitiesUS equities are running on two irreconcilable stories, and this week's published research makes the split unusually stark.
- European equitiesEurope barely registers in today's published research — but two single names stand out.
- US bondsTreasury yields are caught in a tug-of-war, and where you land depends almost entirely on your time horizon.
- EU bondsPublished research this week points to at least one more ECB rate hike ahead — the real debate is July versus September.
- EUR/USDEUR/USD looks set to grind higher in the near term, according to the current published research consensus, with a softer US inflation backdrop doing most of the work.