Assets
- Cross-assetMarkets are caught in a tug-of-war: an energy and inflation shock is pushing bond yields higher, yet equities keep grinding up on strong earnings and AI momentum. The central tension every asset class is pricing right…
- GoldPublished research this week lands strongly bullish on gold, with only isolated dissent on short-term technicals.
- SilverSilver's bull case stands unopposed in today's research flow.
- PlatinumPlatinum's bullish case rests on a simple fact: the physical market is running short of supply, and researchers argue that undersupply is the main structural support for prices through year-end.
- CopperCopper's long-term bull case is getting fresh backing from published research this week.
- OilOil calls are unusually split right now, with most published research leaning bullish on crude but a meaningful contrarian camp betting on a sharp drop if diplomacy holds.
- Natural gasNatural gas takes a bearish turn in fresh research.
- BitcoinBitcoin: the published research tilt is bullish, with one narrow legislative risk hanging over the near term.
- US equitiesUS equities are leaning firmly bullish across most published research this week — with one loud contrarian voice warning of bubble conditions.
- European equitiesEuropean equity sentiment tilts negative on weak macro fundamentals, but energy stocks are a tactical bright spot and one beaten-down name is drawing a conditional bull case.
- US bondsPublished research this week leans heavily toward higher US Treasury yields, with the strongest bearish bond-price bias at the long end and increasingly at the front end too.
- EU bondsEuropean bond research is leaning cautiously bearish — but there's a real split under the surface.
- EUR/USDEUR/USD calls are genuinely split right now, and it's worth understanding why before assuming a direction.