Assets
- Cross-assetToday's cross-asset picture is split-personality: a weaker dollar and softer yields are colliding with a stubborn geopolitical oil premium, leaving equities constructive while bonds fight it out between "peak-Fed" doves…
- GoldGold: published research is leaning firmly bullish, with only isolated caution.
- SilverSilver has become a genuine directional battleground in this week's published research.
- CopperCopper: the published research is leaning bullish, but with an important caveat.
- OilPublished oil research this week leans firmly bullish, with the Strait of Hormuz disruption cited as the dominant driver — though a few dissenting voices push back.
- BitcoinBitcoin faces a tough finish to the year, according to a bearish view circulating in recently published research.
- US equitiesPublished equity research is leaning bullish on US stocks — but a serious minority is warning of concentration risk.
- European equitiesEuropean equities are drawing bullish calls from published research this week, with multiple analyst camps pointing to further upside on the back of strong earnings and improving macro conditions.
- US bondsUS Treasury yields sit at the center of a sharply split market — but both sides quietly agree the curve is steepening.
- EU bondsEuropean government bond yields look set to keep drifting higher, according to research published this week — and there's little relief on offer across the region's fixed income complex.
- EUR/USDPublished research this week is uniformly bullish on the euro against the dollar — the disagreement is only about timeframe, not direction.