Assets

• Cross-assetToday's published research points to one dominant cross-asset picture: a broad US dollar breakdown running alongside a global bond bear-steepener. Translation — the dollar is weakening across the board, but long-dated…
• GoldPublished gold research is lining up bullish this week, with disagreement only on timing and pace.
• SilverSilver may have entered a structurally higher trading range after breaking above $50, according to newly published research.
• OilOil analysts are sharply split right now, and there's no clean consensus on where crude goes from here.
• Natural gasNatural gas signals are splitting sharply by region right now, according to published research this week — with no unified direction.
• BitcoinBitcoin's outlook splits sharply by time horizon, according to recently published research — near-term caution meets multi-year optimism.
• US equitiesPublished research is deeply split on US equities right now: near-term views skew cautious on index levels and expensive names, while strategic views stay constructive on quality earnings and AI-linked sectors.
• European equitiesEuropean equities are getting a cautiously constructive read, with near-term momentum in Germany and a longer-term bull case building for Eurozone financials.
• US bondsPublished research this week is broadly pointing one way on US Treasuries: long-end yields are set to keep climbing, with the 10-year and 30-year drawing the most attention.
• EU bondsEuropean government bond yields have further to climb, according to recent published research — and that's bad news for bond prices across the continent.
• EUR/USDPublished research this week leans bullish on EUR/USD, with a clear majority of analysts looking for the pair to move higher and only one prominent contrarian holding a medium-term bearish call.

Macro

• Macro themesThree central bank stories dominated published research this week, all against a backdrop of sticky US inflation and slowing growth.