Daily digest
26 August 2026
What published research from banks, asset managers and independent analysts argued on 26 August 2026, summarised by AI for each market.
Assets
- Cross-assetToday's cross-asset picture, as told by this week's published research: a softer dollar and rising "debasement trade" are pulling against structurally higher sovereign yields, while Hormuz diplomacy is a sharp near-term…
- GoldGold: the published research consensus this week is uniformly bullish, with every major macro shop covering the metal expecting further upside.
- SilverSilver: published research is broadly bullish, but with two very different clocks.
- CopperCopper: the published research consensus this week is uniformly bullish, with multiple independent analyses pointing to further upside in LME and COMEX copper prices on both tactical and cyclical horizons.
- OilCrude oil has no single consensus right now — published research is split by time horizon, not by disagreement on the facts.
- Natural gasUS natural gas could be entering a multi-year bull cycle, according to research published this week.
- BitcoinPublished research this week is broadly constructive on Bitcoin, though the case for higher prices rests on very different foundations depending on whom you read.
- US equitiesUS equities: published research is broadly bullish, but the bearish minority is louder than usual.
- European equitiesEuropean equities: constructive but narrow, with the bullish case sitting at the sector level rather than the broad index.
- US bondsPublished research this week leans strongly toward higher US Treasury yields — with a smaller camp arguing the cycle is already peaking.
- EU bondsEuropean sovereign yields look set to keep pushing higher, according to research published this week — with long-dated German Bunds and French OATs already at multi-year peaks that spell pressure on bond prices.
- EUR/USDPublished research this week leans bullish on EUR/USD in the near term, with a contrarian cyclical bear standing out.