Daily digest
17 September 2026
What published research from banks, asset managers and independent analysts argued on 17 September 2026, summarised by AI for each market.
Assets
- Cross-assetPublished research is coalescing around a synchronized global tightening shock: a hawkish Fed, sticky energy-driven inflation, and rising yields are squeezing financial conditions across bonds, currencies, and…
- GoldPublished research this week is unanimously bullish on gold — the debate is only over the time horizon.
- SilverSilver: the published research consensus this week is firmly bullish, with multiple long-horizon calls pointing to meaningful upside from here.
- CopperPublished research is lining up firmly bullish on copper, with multiple recent analyses pointing to sustained upside on both LME and COMEX over a multi-year horizon.
- OilPublished research is leaning firmly bullish on crude and refined products, with only one contrarian tactical note calling for near-term softness as Saudi supply comes back online.
- Natural gasNatural gas looks set to stay elevated on both sides of the Atlantic, according to research published this week — and the drivers differ by region.
- BitcoinBitcoin's next leg higher may hinge on what the Fed does next, according to research circulating this week.
- US equitiesPublished research this week leans constructively bullish on US equities into year-end and through 2027, but with sharper caution on small caps and if Treasury yields keep climbing.
- European equitiesEuropean equity research this week leans tactically bullish on Germany's DAX, with one specific single-name idea also getting attention.
- US bondsPublished research this week points overwhelmingly to higher US Treasury yields across the curve — meaning lower bond prices — with the 2Y, 10Y and 30Y all seen under upward pressure.
- EU bondsEuropean rates research is leaning hawkish, and one spread in particular keeps getting flagged: France's OAT over Germany's Bund.
- EUR/USDPublished research this week is leaning bearish on the euro against the dollar, with most analysis pointing to further downside and only a narrow contrarian thread arguing for a rebound — and even that one only over a…