Daily digest
12 August 2026
What published research from banks, asset managers and independent analysts argued on 12 August 2026, summarised by AI for each market.
Assets
- Cross-assetAcross markets today, published research is converging on one theme: reflationary risk-on with a weaker dollar. Real assets and risk assets are moving together as fiscal expansion, sticky inflation, and Middle East…
- GoldPublished research is uniformly bullish on gold right now, with views aligning across short, medium, and long horizons.
- SilverSilver: published research is lining up bullish, both for the next few months and the next several years.
- CopperCopper: the published research this week is uniformly bullish, with no dissenting voice — the debate is over timeframe, not direction.
- OilPublished research this week leans bullish on crude, with the dominant view tying elevated prices to persistent Middle East supply risk — especially around the Strait of Hormuz.
- Natural gasPublished research this week is flagging a bearish setup for US natural gas, with Henry Hub prices expected to stay below $3/MMBtu for much of 2026.
- BitcoinBitcoin outlook is split by time horizon, according to research published this week — cautious in the next few weeks, constructive over the cycle, and outright bullish long term.
- US equitiesPublished research this week leans constructive on US equities overall — but with a clear bearish undertow around megacap tech, semiconductors, and AI-adjacent names.
- European equitiesEuropean equity research this week is thin but pointed, with the clearest signal a bearish call on UK stocks into year-end.
- US bondsPublished research this week is broadly leaning one way on US Treasuries: yields have further to rise, especially at the long end.
- EUR/USDResearch this week broadly leans toward a stronger euro against the dollar, though on different timeframes.