Daily digest
13 October 2026
What published research from banks, asset managers and independent analysts argued on 13 October 2026, summarised by AI for each market.
Assets
- Cross-assetToday's cross-asset read: a higher-for-longer rate regime, radiating out from the US, is the dominant signal — alongside an AI capex boom and a Middle East-driven energy supply shock.
- GoldGold's outlook splits cleanly by time horizon, according to a sweep of research published this week: near-term caution, medium- and long-term conviction.
- SilverSilver's bullish case is building, according to research published this week.
- CopperCopper looks set to grind higher in the near term, according to research published this week.
- OilOil research skews bullish into 2026 — but it's a bet on geopolitics, not fundamentals.
- Natural gasPublished research is leaning bullish on global gas and LNG — with one clear exception: US Henry Hub.
- US equitiesUS equities look constructive heading into year-end, but a real split is opening up under the surface — especially in AI hardware and semiconductors.
- European equitiesEuropean equity signals are sparse today, but the tone from recently-published research skews cautious — with sharp disagreement over where to lean next.
- US bondsPublished research this week leans bearish on US Treasury prices, with most analysts expecting yields to grind higher — though a notable contrarian camp calls current levels a rare buying opportunity.
- EU bondsEuropean bond research this week lines up around a clear trade: own German Bunds, avoid French risk.
- EUR/USDPublished research is lining up against the euro. Across this week's notes, the consensus call is for EUR/USD to drift lower against the dollar over the coming quarters, with no meaningful bullish counter-view surfacing.