Assets
- Cross-assetMarkets are caught in a tug-of-war today: falling oil and yields are lifting gold and broadening the equity rally, while an AI and data-center policy scare pressures chips, hyperscaler credit and tech. The swing factor,…
- SilverSilver is below $50 after a sharp slide, and published research is split on whether that's a floor or just a pause.
- OilOil's direction hinges almost entirely on whether the Iran conflict actually winds down — and published research is deeply split on that call.
- Natural gasEuropean natural gas: two timeframes, two stories — but both point to a market stuck well above pre-war norms.
- BitcoinBitcoin faces a near-term bearish setup, according to recently published research, with downside risk tied directly to equity market behavior.
- European equitiesPublished research is turning more constructive on European and non-US equities, though much of the case is conditional.
- US bondsPublished research is split on where US Treasury yields head next — and that disagreement is the story.
- EU bondsEuropean sovereign bond views are splitting along quality lines, with published research broadly favoring core and select peripheral names over France and Italy.
Macro
Free · by email · no account
The Daily Digest in your inbox
Every morning, what published research argued the day before: the cross-asset and macro read in full, then every market in a line.