Assets
- Cross-assetEnergy-driven inflation is nudging central banks back into tightening mode, and risk assets are feeling it. Brent is trading above $110 on renewed Iran escalation risk, and the published research consensus looks for the…
- GoldGold is caught in a split-screen debate: bearish near-term, bullish long-term, according to this week's published research.
- SilverSilver: near-term pressure, longer-term story still intact — that's the split showing up in this week's published research.
- CopperCopper looks bullish across recently-published research, though the time horizons differ sharply.
- OilOil research is tilting bullish near term, with Middle East supply risk the dominant driver — but the published consensus splits sharply on how long the risk premium lasts.
- Natural gasEuropean gas prices look set to climb this winter, according to a clear majority of recently published research.
- BitcoinBitcoin's research consensus is tilting bullish — but there's a real split on timing.
- US equitiesUS equities look constructive, but published research is split between a tactical "buy the dip" camp and a more cautious structural view.
- European equitiesEuropean equity research is light today, but a few threads stand out.
- US bondsTreasury yield views are split, but a clear near-term vs long-term divide is emerging in published research this week.
- EU bondsPublished research is converging on a hawkish European rates view: most analysts now expect the ECB to hold next week, hike in December, and see French bond spreads widening further from here.
- EUR/USDEUR/USD: published research is split by horizon — bearish near-term, cautiously bullish further out.
Macro
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Every morning, what published research argued the day before: the cross-asset and macro read in full, then every market in a line.