Daily digest
16 September 2026
What published research from banks, asset managers and independent analysts argued on 16 September 2026, summarised by AI for each market.
Assets
- Cross-assetGlobal markets are being reshaped by an energy-driven inflation shock, according to a broad sweep of published research this week.
- GoldPublished research this week leans firmly bullish on gold, with the only dissent coming from a short-term tactical call.
- SilverSilver has more room to run, according to one strand of recently published research — and the $60 zone is being framed as a long-term buying opportunity, not a top.
- CopperCopper's story right now is a tale of two horizons: bullish into late 2026, then softer as the cycle turns.
- OilPublished research is overwhelmingly bullish on crude and refined products right now, and the reasoning centers on a physical supply shock, not sentiment.
- Natural gasNatural gas markets are flashing a supply-stress warning, according to research published this week.
- BitcoinBitcoin's outlook splits cleanly by time horizon, according to research published this week.
- US equitiesPublished research on US equities is split by time horizon: near-term cautious, longer-term constructive.
- European equitiesEuropean equities are drawing a constructive tone in this week's published research, with the bull case leaning more on earnings fundamentals than on macro hope alone.
- US bondsPublished research this week leans heavily toward higher US Treasury yields — bearish for bond prices — with only a small contrarian camp pushing back.
- EU bondsEuropean government bonds are facing clear downward price pressure, according to research published this week, with Bund yields, French OAT yields, and the France-Germany spread all biased higher.
- EUR/USDPublished research this week leans bearish on the euro against the dollar in the near term, with most analysts expecting a move toward and below 1.150 before any recovery takes hold.