Assets
- SilverSilver drew a strongly bullish tilt from published research this week, with the metal framed as structurally cheap and technically well-positioned.
- CopperCopper's bullish structural case dominated research this week, though not without pushback.
- OilOil markets ran hot all week, with published research overwhelmingly leaning bullish on crude and refined products.
- Natural gasNatural gas told a split story this week: bearish at Henry Hub, bullish nearly everywhere else.
- US equitiesUS equities delivered a mixed week, with the published consensus tilting more cautious into the back half.
- US bondsLong-end US Treasury yields look stuck under upward pressure, according to the bulk of research published this week.
- EUR/USDEUR/USD extended its climb this week, with the bulk of published research leaning bullish on the euro into year-end and beyond.