implicit
NDX
RUT
inferred
Metals
explicit
UBS
8.0
Investment Bank $4300.00B
Adrian Zurcher 8.5
Investment Bank $4300.00B
Adrian Zurcher 8.5
3/10/2026 9:18:14 AM
dxy
"Does this dollar stay supported then in the near term? Most likely."
Explicitly states near-term dollar support, likely due to safe-haven flows and Fed policy relative to others.
| 1/23/2026 5:36:13 AM | long term down | 60 days later | +3.20% | -3.20% |
| 11/17/2025 8:30:14 AM | long term down | 62 days later | -0.16% | +0.16% |
| 10/1/2025 3:08:31 PM | long term down | 60 days later | +1.59% | -1.59% |
| 8/26/2025 7:44:57 AM | medium term down | 20 days later | -1.63% | +1.63% |
wti
Does not give a clear directional call on oil itself. Focus is on its economic impacts and derivative investment strategies (FX, fixed income). The 'we just don't know' comment suggests uncertainty on near-term price direction, inferring a sideways/volatile stance.
| 3/4/2026 11:08:33 PM | medium term cautious up | 20 days later | +11.49% | +5.75% |
| 11/25/2025 7:45:19 AM | medium term up | 20 days later | -5.76% | -5.76% |
| 11/13/2025 7:13:56 PM | short term down | 5 days later | -1.08% | +1.08% |
yields
Argues that while oil is inflationary, the growth damage could lead the Fed to 'eventually cut rates'. This implies a medium-term downward path for yields once growth concerns overtake inflation fears.
| 12/17/2025 11:29:24 PM | medium term cautious down | 20 days later | +0.53% | -0.27% |
| 11/17/2025 8:30:14 AM | medium term down | 20 days later | +1.19% | -1.19% |
| 11/13/2025 7:13:56 PM | medium term down | 20 days later | -0.96% | +0.96% |
| 11/7/2025 2:24:31 AM | medium term sharp down | 21 days later | -0.34% | +0.51% |
| 10/22/2025 6:37:14 PM | medium term cautious down | 20 days later | +1.85% | -0.93% |
| 9/16/2025 1:12:43 AM | short term cautious down | 5 days later | +1.64% | -0.82% |
| 9/11/2025 7:54:53 AM | medium term cautious down | 20 days later | +0.66% | -0.33% |
| 9/10/2025 1:15:07 PM | medium term cautious down | 20 days later | +2.37% | -1.18% |
| 9/9/2025 6:42:19 PM | medium term cautious down | 20 days later | +2.88% | -1.44% |
| 8/26/2025 7:44:57 AM | medium term cautious down | 20 days later | -5.00% | +2.50% |
| 8/20/2025 5:59:24 PM | medium term cautious down | 20 days later | -6.88% | +3.44% |
| 8/20/2025 1:53:18 PM | medium term cautious down | 20 days later | -6.88% | +3.44% |
| 8/20/2025 10:38:49 AM | medium term cautious down | 20 days later | -6.88% | +3.44% |
