Assets

• Cross-assetRising yields and a stronger dollar are the dominant cross-asset story, and most published research this week says duration is the enemy until either inflation cools or sovereign fiscal credibility is restored.
• GoldPublished research on gold is leaning overwhelmingly bullish right now, with only a narrow contrarian dissent challenging the near-term price path.
• SilverSilver's outlook is split, and the split is unusually clean: same asset, same horizon, opposite directions.
• CopperPublished research this week makes a long-term bullish case for copper as a core hard-asset holding.
• OilPublished oil research this week leans bearish, but the consensus is meaningfully contested.
• Natural gasPublished research is leaning bullish on natural gas, pointing to upside pressure in the near-to-medium term from a mix of geopolitical disruption and seasonal demand risks.
• BitcoinBitcoin is drawing an unusually unified bullish view across published research this week, spanning both long-horizon strategic cases and nearer-term cyclical ones.
• US equitiesUS equities draw a broadly bullish cyclical lean from published research — but the caution underneath is real, especially on small caps, rate-sensitive sectors, and long-duration growth.
• European equitiesPublished research this week flags a clear underweight call on European equities on a medium-term view.
• US bondsPublished research this week leans heavily toward higher US Treasury yields in the near term, with a smaller contrarian camp arguing the peak is already in.
• EU bondsEuropean sovereign bond markets are facing sustained bearish pressure, and the published research consensus points squarely at France as the pressure point.
• EUR/USDPublished research is leaning heavily bearish on EUR/USD in the near term, with a smaller camp calling for a longer-dated rebound.

Macro

• Macro themesUS bond yields and a shock jobs report are driving today's macro story — with France quietly becoming the third big worry.