Assets

• Cross-assetToday's cross-asset signal from published research: an energy-driven stagflation shock is colliding with a Fed credibility problem, and the cost of capital is tightening across bonds, credit, and equities at once — with…
• GoldPublished research on gold is split, but most of the recent work leans constructive.
• SilverSilver's case as a long-term hedge is holding up, even if the deep-value story of past decades has faded.
• CopperCopper is holding a bid, and one strand of published research sees that continuing.
• OilOil research is leaning firmly bullish this week — and the reasons go well beyond the Middle East headlines.
• Natural gasNatural gas is flashing bullish signals heading into winter, and the published research consensus this week is unusually one-sided.
• US equitiesPublished research this week paints a split picture for US equities: the broad market is holding up, but the AI and hyperscaler complex that drove most of the year's gains is under heavy selling pressure. Rotation into…
• European equitiesEurope's equity signals split sharply today: bearish on Germany, constructive on Switzerland.
• US bondsPublished research this week leans strongly toward higher US Treasury yields, especially at the long end — though a dissenting camp sees relief further out.
• EU bondsEuropean rates are getting a two-track read this week: softer near-term, but vulnerable to a Fed surprise.
• EUR/USDEuro-dollar looks to have found a floor, according to research published this week, with a tactical path back toward 1.14–1.15 now the base case.

Macro

• Macro themesThe Fed's hawkish hold is dominating macro conversations, and published research is split on what it means.