Daily digest
23 July 2026
What published research from banks, asset managers and independent analysts argued on 23 July 2026, summarised by AI for each market.
Assets
- Cross-assetAn oil-fed shock is rippling through every asset class, and the published research is unusually aligned on where it leads next.
- GoldPublished research this week leans overwhelmingly bullish on gold, framing macro uncertainty, geopolitical stress, and inflation as durable tailwinds.
- CopperCopper: published research is lining up firmly on the bullish side.
- OilOil markets are bracing for sustained pressure, with the published research consensus tilting firmly bullish on Brent and WTI in the near term.
- Natural gasNatural gas is telling two very different stories right now, according to recently published research.
- US equitiesUS equity research is sharply split by time horizon — near-term caution versus year-end optimism.
- European equitiesEuropean equities are drawing a broadly constructive tone in this week's published research, though the picture isn't uniformly bullish.
- US bondsPublished research is leaning heavily toward higher US Treasury yields across the 2Y, 10Y, and 30Y — which means lower bond prices. The dissenting views exist, but they're conditional.
- EU bondsEuro area bond yields are pushing higher, and published research is broadly aligned on why: the ECB is expected to hike its deposit rate by 25bp to 2.50% at the September meeting.
- EUR/USDPublished research this week is leaning bearish on EUR/USD, with multiple analyst camps pointing to near-term downside in the euro.