Daily digest
24 August 2026
What published research from banks, asset managers and independent analysts argued on 24 August 2026, summarised by AI for each market.
Assets
- Cross-assetToday's clearest cross-asset signal from published research: a dollar-debasement regime shift is underway. The US Treasury's doubling of long-end buybacks has sparked a broad rotation out of the dollar and into gold,…
- GoldGold: published research is uniformly bullish, pointing to a rare alignment of structural, cyclical, and event-driven tailwinds.
- SilverSilver's post-buyback rally may have more room to run, according to research circulating this week.
- PlatinumPlatinum jumped 9.5% after the Treasury bond buyback announcement, and published research argues the move marks a genuine momentum shift rather than noise.
- CopperCopper: research published this week lays out a split-screen view — cautious near-term, bullish long-term.
- OilPublished oil research is lining up on one side this week: crude has room to run higher, with Brent and WTI both exposed to meaningful upside.
- BitcoinBitcoin's outlook has turned uniformly bullish across published research this week, with the near-term to multi-year view tilted firmly higher.
- US equitiesPublished research on US equities is leaning constructive overall, but a real near-term caution is building — especially in tech and semiconductors — and views on individual names are sharply split heading into Nvidia's…
- European equitiesTwo very different reads on European equities crossed the wires this week.
- US bondsPublished research is broadly leaning one way on US Treasuries: long-end yields are heading higher, driven by fiscal deterioration and heavy debt supply.
- EU bondsEuropean government bond yields face broad upward pressure, with the France-Germany spread emerging as the key stress point to watch.
- EUR/USDPublished research is lining up behind the euro, with multiple independent analyses this week pointing to further EUR/USD upside on a softer dollar and shifting positioning.