Daily digest
2 September 2026
What published research from banks, asset managers and independent analysts argued on 2 September 2026, summarised by AI for each market.
Assets
- Cross-assetToday's published research points to a single dominant theme: a geopolitically-driven stagflation shock hitting every asset class at once. Rising energy prices are the master variable, and analysts across the spectrum…
- GoldGold: near-term caution, but the published research consensus leans bullish over the medium and long term.
- SilverSilver's outlook looks broadly bullish across the published research landscape right now, with the bull case built on both industrial demand and monetary pressures.
- CopperCopper's supply-demand gap is widening, and recent published research makes a strong structural case for higher prices over the next several years.
- OilOil is set up bullishly on nearly every desk covering it, according to the current sweep of published research — with the US–Iran conflict and thin supply buffers doing the heavy lifting.
- Natural gasPublished research this week is uniformly bullish on European natural gas, with no bearish counter-view surfacing across the sources reviewed.
- BitcoinBitcoin: published research is leaning firmly bullish, on both a near-term and multi-quarter view.
- US equitiesUS equities face a near-term squeeze, but the published research consensus splits sharply on horizon rather than direction.
- European equitiesEuropean equities are caught between a bearish tactical setup and a more constructive structural case, according to research published this week.
- US bondsPublished research is nearly unanimous: US Treasury yields are set to grind higher across the curve, with only a narrow dissent at the very long end.
- EU bondsEuropean bond yields look set to keep climbing, according to a broad sweep of research published this week. Analysts point to three forces pushing German Bunds and Euribor swap rates higher: energy-driven inflation,…
- EUR/USDPublished research this week leans firmly bearish on EUR/USD in the near term, with the only bullish exception coming from a longer-horizon strategic call.