Assets

• Cross-assetGlobal bond selloff is the story driving every screen today: US 10-year yields testing 5%, the dollar breaking to multi-month highs, and rate-sensitive equities under visible stress. The published research consensus is…
• GoldGold: published research is overwhelmingly bullish, with just one tactical dissent.
• SilverSilver has room to run over the next year, according to research published this week — and the bullish case doesn't hinge on industry.
• CopperCopper is flashing bullish signals on both a cyclical and structural horizon, according to newly published research.
• OilPublished research this week is overwhelmingly bullish on oil, with most analysts expecting Brent, WTI, and diesel to grind higher on geopolitical supply risk and tight fundamentals.
• Natural gasNatural gas is quiet in the research flow today, but the near-term signal leans bullish — especially for Europe.
• BitcoinBitcoin research skews bullish this week, with no bearish counterweight showing up in published views.
• US equitiesUS equity research is sharply split right now, with no clean consensus for the broader market.
• European equitiesEuropean equity commentary out this week leans cautious on Germany but flags one bright spot in UK-listed tech.
• US bondsPublished research this week points overwhelmingly in one direction on US Treasuries: yields are heading higher across the curve, from the 2-year out to the 30-year.
• EU bondsEuropean sovereign bonds face broad selling pressure, according to the current published research consensus. Bund yields, Italian and French spreads over Bunds, and euro area long-term rates are all seen pushing higher…
• EUR/USDPublished research this week leans firmly bearish on the euro, with several strands of analysis pointing to EUR/USD grinding lower toward the 1.08–1.12 zone.

Macro

• Macro themesBond markets and oil are colliding — and published research this week frames it as the defining macro story.