Daily digest
9 August 2026
What published research from banks, asset managers and independent analysts argued on 9 August 2026, summarised by AI for each market.
Assets
- GoldGold: a decisive breakout revived the bull case this week.
- SilverSilver drew a near-unanimous bullish tilt from macro research this week, with the metal reclaiming the $60s on a copper-led rally.
- CopperCopper hit fresh record highs this week, and the published research is near-unanimously bullish — with one notable dissent.
- OilOil traded on a knife's edge this week as Strait of Hormuz headlines whipsawed prices in both directions.
- Natural gasNatural gas research skewed decisively bullish this week, with supply shocks and weather stress converging on an already-tight market.
- US equitiesUS equities pushed to fresh records this week, with published research framing a weak jobs print as "a gift" to stocks — removing near-term pressure on the Fed to hike and reigniting risk appetite across cyclicals,…
- European equitiesEuropean equities carried strong momentum through the week, with researchers pointing to banks, defense, and German large caps as core beneficiaries.
- US bondsWeak July jobs print reset the bond narrative — yields drifted lower and the published tone turned more dovish into the weekend.
- EU bondsEuro rates researchers leaned decisively hawkish this week, with most published views pointing to higher yields near-term and at least one more ECB hike priced in.
- EUR/USDEUR/USD: research leaned bullish this week, with dollar softness the dominant theme.