Today's published research points to a "dollar wrecking-ball" setup: a hawkish Fed regime lifting US yields and the dollar while pressuring gold, crude, and tech-heavy equities.
Where the research consensus is tightest: a broad swath of analysts see the dollar pushing higher across G10 and EM, with 2Y and 10Y Treasury yields tactically higher as rate differentials widen. Many recently-published views also lean bearish on Brent and WTI near term, citing easing Hormuz risk and a fading geopolitical premium. On gold, several researchers argue real yields and dollar strength drive further downside below $4,000.
Where researchers split: tactical EUR/USD shorts targeting 1.13–1.12 are near-unanimous, but a second camp expects a recovery once Fed pivot bets build over coming months — a horizon gap, not a true disagreement. On gold, a contrarian thread argues current weakness masks sovereign and physical-delivery accumulation. On USD/JPY, some flag a cyclical reversal toward 142 if US-Japan intervention materialises.
The most distinctive call: rotate out of AI "providers" (chipmakers, infrastructure) and into AI "adopters" — companies deploying it.