Daily digest
17 August 2026
What published research from banks, asset managers and independent analysts argued on 17 August 2026, summarised by AI for each market.
Assets
- Cross-assetGlobal bond markets are flashing the same signal today: long-end yields are grinding higher across the US, Japan, Germany, Australia and New Zealand — and published research argues this is the single most important…
- GoldPublished research this week lines up unanimously bullish on gold — across tactical, cyclical, and multi-year views.
- SilverSilver research is split — and the split is really about time horizons.
- PlatinumPlatinum is drawing a bearish read on a cyclical horizon in the latest published research.
- PalladiumPalladium has "rolled over," according to a bearish view circulating in recently published commodity research.
- CopperPublished copper research skews bullish this week, though the time horizons and conviction levels vary widely.
- OilCrude oil research is leaning firmly bullish right now — but a notable minority is calling the top.
- Natural gasNatural gas outlook skews decisively bearish, according to research published today, with both short-term and longer-cycle views pointing to more downside for Henry Hub.
- BitcoinBitcoin's near-term setup looks rough, according to the latest published research — but the long-term case hasn't gone away.
- US equitiesPublished research is broadly bullish on US equities, with strong earnings the headline driver — but a vocal minority is warning that valuations and rates could force a pullback.
- European equitiesEuropean equities are getting broadly constructive reviews in this week's published research, with one notable caveat tied to what happens in the US.
- US bondsPublished research this week leans heavily toward higher US Treasury yields, especially at the long end — with the 30-year already breaking through multi-decade highs.
- EU bondsEuropean bond prices face pressure from multiple directions, and published research this week is unusually aligned on the downside risk.
- EUR/USDPublished research this week leans bullish on the euro against the dollar, with one direct trade call pointing to a tactical move higher and a wider chorus of analysts flagging dollar softness as the enabling backdrop.