Daily digest
24 July 2026
What published research from banks, asset managers and independent analysts argued on 24 July 2026, summarised by AI for each market.
Assets
- Cross-assetToday's dominant signal across markets: an oil-driven stagflation shock. Published research broadly reads Brent above $100/bbl on Middle East supply risk as a tax that lifts bond yields, strengthens the dollar, and…
- GoldGold's outlook is split by time horizon, not by fundamentals — and that distinction matters.
- OilPublished oil research is unusually one-sided this week: nearly every voice sees crude grinding higher, with only a few tactical dissenters.
- Natural gasNatural gas is a tale of two regions right now, according to recently published research.
- US equitiesPublished research is deeply split on US stocks right now, and the fault line runs through AI spending.
- European equitiesEuropean equities show a split single-name picture, with published research this week bullish on SAP and bearish on Volkswagen — and one camp of analysts overweight European banks (ex-UK) heading into Q2 earnings.
- US bondsPublished research is lining up behind higher US Treasury yields in the near term, with an unusually broad bearish consensus on bond prices.
- EU bondsEuropean bond yields look set to grind higher, and published research is nearly unanimous that the ECB will hike at its September meeting.
- EUR/USDEUR/USD outlook splits sharply by horizon, according to research published this week.