Assets

• Cross-assetToday's cross-asset story is simple: a geopolitically-driven oil shock is rippling through everything else. Published research this week broadly argues that Brent near or above $100, driven by Middle East supply…
• GoldPublished research this week is uniformly bullish on gold, with a rare absence of dissenting voices across strategists tracked.
• SilverSilver's structural bull case is getting louder in published research this week.
• CopperCopper is having a moment, and the published research consensus is unusually one-sided: prices are elevated, and most analysts expect them to stay that way or push higher.
• OilPublished research this week is almost uniformly bullish on oil, with Brent flirting with — and in spots breaching — $100 a barrel and no meaningful contrary view on direction in the material we reviewed.
• Natural gasEuropean natural gas prices are drawing consistent bullish attention in recently published research, with analysts flagging both near-term and winter-season upside.
• BitcoinBitcoin research is uniformly bullish right now, with the published consensus pointing to higher prices driven by macro tailwinds, institutional demand, and a coiled chart setup awaiting a catalyst.
• US equitiesUS equity research this week leans bullish, but a serious minority is flagging valuation risks that shouldn't be ignored.
• European equitiesA rare single-name spotlight for European equities today: published technical research points to Germany-listed DWS Group as a standout continuation buy.
• US bondsPublished research this week is broadly leaning one way on US Treasuries: yields higher, prices lower, across the curve.
• EU bondsEuropean government bond yields look set to push higher, with published research broadly aligned on an imminent ECB rate hike and energy-driven inflation keeping upward pressure on eurozone debt.
• EUR/USDPublished research this week leans bearish on the euro against the dollar.

Macro

• Macro themesOil shock meets central bank crossroads: research published this week frames the macro tape around two linked forces — a Middle East-driven surge pushing Brent toward $100/barrel, and whether that shock forces the Fed…