Assets

• Cross-assetJackson Hole's aftermath is dominating every asset class — and the market is now trading a striking duality: higher-for-longer rates and hard assets rallying together.
• GoldPublished gold research this week is almost uniformly bullish, with the only dissent flagging a short-term pullback inside an otherwise intact uptrend.
• SilverSilver is drawing an unusually unified bullish call across published research this week.
• PlatinumPlatinum is drawing uniformly bullish coverage across research desks this week, with the case building across short-, medium-, and long-term horizons.
• PalladiumPalladium is quietly joining silver and platinum in a sharp precious metals rally this month, according to recently published trend-following research.
• CopperCopper's uptrend near record highs looks set to hold, according to recently published research.
• OilPublished oil research is leaning bullish this week, with most analysts pointing to upward pressure on Brent and crude — though one contrarian thread flags near-term downside.
• Natural gasUS natural gas could grind higher into winter, according to newly published research — but the call hinges on the weather.
• BitcoinBitcoin's near-term path is genuinely contested in this week's published research, with no consensus emerging.
• US equitiesUS equities: the published research consensus tilts bullish, driven by the AI capex boom — but a real debate is brewing about how concentrated that trade has become.
• European equitiesEuropean equities lean modestly bullish in this week's published research, with a notable caveat on consumer-facing exposure.
• US bondsPublished research this week points to sustained upward pressure on US Treasury yields across the curve, with the 10-year drawing the most attention. The consensus in recently released analysis sees yields drifting…
• EU bondsToday's European bond research skews bearish on German Bunds — one published view argues 10-year Bund yields keep grinding higher, with Bund prices under sustained pressure.
• EUR/USDPublished research this week makes the case for a stronger euro against the dollar over the coming months, with the call resting on Europe's energy picture and where that leaves central banks.

Macro

• Macro themesMarkets are recalibrating after a hawkish signal from Fed Chair Kevin Warsh at Jackson Hole — and published research is broadly reading it the same way.