Daily digest
4 August 2026
What published research from banks, asset managers and independent analysts argued on 4 August 2026, summarised by AI for each market.
Assets
- Cross-assetToday's cross-asset signal from published research: a geopolitical risk-on pulse layered over a broken yen carry trade.
- GoldGold coverage this week reads unusually one-sided: every published view is bullish, with the debate now about how high, not which direction.
- SilverPublished research is lining up behind silver at current levels, with no notable dissent this week.
- CopperCopper's setup keeps pointing higher, according to research published this week.
- OilOil calls are sharply split right now, and the divide isn't just bull vs. bear — it's near-term vs. medium-term.
- Natural gasNatural gas is set up for a bullish stretch, according to recently published research on both European and global benchmarks.
- BitcoinPublished research this week takes a bullish stance on Bitcoin, pointing to a possible upside breakout over the coming months.
- US equitiesUS equities are showing one of the sharpest bull-bear splits of the year, according to research published this week.
- European equitiesEuropean equity sentiment is tactically bullish, with published research pointing to further upside for the DAX and Euro Stoxx 50 on geopolitical optimism and strong earnings.
- US bondsPublished research this week leans decisively bearish on US Treasury prices — meaning most analysts see yields grinding higher from here.
- EU bondsPublished research this week points to a steeper euro-area yield curve as the base case, contingent on the ECB delivering one final hike in September and then pausing.
- EUR/USDEUR/USD: the bearish and bullish calls floating around this week aren't actually in conflict — they're just on different clocks.