Assets
- Cross-assetPublished research this week is converging on one story: a global yield surge driven by fiscal stress is now both the cause and the amplifier of cross-asset tension.
- GoldGold: the research debate is really about time horizon, not direction.
- PlatinumPlatinum is getting flagged as an asymmetric geopolitical hedge in recently published research.
- OilPublished oil research skews bullish for now, but the bull case hinges almost entirely on Middle East tensions staying hot.
- Natural gasEuropean natural gas looks set for sustained upside, according to a notably one-sided reading of recently published research.
- BitcoinBitcoin just flashed a meaningful bearish break, according to recent third-party technical analysis.
- US equitiesPublished US equity research skews bullish, with the dominant view pointing to further S&P 500 upside driven by AI-fueled earnings growth — though a vocal minority is flagging real correction risk, and small caps are…
- European equitiesGermany's DAX looks tactically vulnerable heading into today's session, according to one strand of published technical research.
- US bondsPublished research this week leans heavily toward one view on US Treasuries: yields across the curve are more likely to stay elevated or push higher, not fall.
- EU bondsEuropean sovereign bond markets are under broad pressure, and published research this week is zeroing in on France as the epicenter.
- EUR/USDPublished research this week is lining up firmly bearish on the euro against the dollar across near- and medium-term horizons.