Assets
- Cross-assetEnergy shock meets hawkish central banks: the published research consensus points to higher oil, higher yields, and a firmer dollar.
- GoldPublished research this week leans bullish on gold, with most voices seeing higher prices ahead and only a single cautious take.
- SilverSilver's old ceiling may be its new floor, according to a bullish thread of recently-published research.
- OilPublished oil research is leaning bullish into year-end, with the dominant view tying crude's next leg to geopolitics around the Strait of Hormuz.
- Natural gasTwo very different timeframes are shaping how published research is thinking about natural gas.
- US equitiesUS equities are mixed with a cautious near-term tilt, even as longer-horizon research stays constructive on AI and a broadening rally.
- European equitiesEuropean equities are being read as cautious in the near term but more constructive on a multi-year view, according to this week's published research.
- US bondsPublished research this week leans heavily toward higher US Treasury yields, with AI-linked corporate debt flagged as the main pressure point in credit.
- EU bondsFrench sovereign stress is the dominant theme in European bond research this week.
- EUR/USDEuro watchers are split, and the split is mostly about time horizon.