Assets
- Cross-assetMarkets are repricing after the Democratic midterm sweep, and published research is lining up around a clear cross-asset playbook.
- GoldPublished research on gold is lining up on the bullish side this week, though analysts differ on timing and what still needs to confirm.
- SilverSilver: the published research tilts higher, but almost every bullish call is conditional on the dollar.
- CopperCopper's near-term story has turned murky, even as the long-run bull case stays intact. That's the read from recently published research on the metal this week.
- OilCrude's outlook splits cleanly along one question: does the Iran conflict get resolved, or not?
- Natural gasNatural gas is splitting sharply by region, according to recently published research.
- BitcoinBitcoin outlook splits by time horizon, according to research circulating this week.
- US equitiesPublished research this week leans constructive on US equities, with post-midterm history, political gridlock, and year-end seasonality cited as tailwinds — though a cautious strand flags technical weakness under the…
- European equitiesEuropean equities: no unified view in this week's published research.
- US bondsPost-midterm, published research is split on US bonds — and the fault line runs through AI.
- EU bondsEuropean bond markets look set for a bumpy near-term stretch before relief arrives later, according to recently published sovereign research.
- EUR/USDResearch published this week leans toward a firmer euro against the dollar over the medium term, but near-term calls stay cautious and range-bound.
Macro
- Macro themesDemocrats sweeping Congress has become the dominant lens for reading markets this week, and researchers are converging on three threads: policy gridlock, pressure on the AI buildout, and a cooler oil picture.
- Policy makersCentral banks are tilting hawkish as the Middle East energy shock keeps inflation risks skewed higher.
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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.