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AssetScreener Research

Ideas. Analysis. An edge built on evidence.

Clear, source-aware research that explains what changed, why it matters, what may already be priced and what could prove the thesis wrong.

Research library

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Showing 8–13 of 14 published analyses

· Research brief

Oil Above $100: The Road to 2026 Highs—and the $147 Test

Oil is back above $100. Five original charts explain the path to 2026 highs, the $147 Brent record, and the risks for inflation, rates…

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· Research brief

September 2026 Stock Market Outlook: Good Jobs, Expensive Money

August hiring rebounded, but stocks slipped as rate-hike risk returned. Two original payroll charts, the earnings-versus-rates test and the September CPI/Fed watchlist.

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· Research brief

Bitcoin at $77,000: The Oil Shock Is Testing the Liquidity Regime

Bitcoin is testing $77,000 as oil, real yields and the dollar rise. A data-led look at liquidity, momentum and whether the long-term regime is…

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· Research brief

Nvidia Earnings 2026: The AI Boom Is Real. The Fed Made It More Expensive.

Nvidia’s blockbuster quarter sent AI stocks surging. Then sticky inflation and a hawkish Fed lifted yields. This week’s brief explains why verified AI revenue…

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· Research brief

Bitcoin’s Biggest Weekly Rebound Since 2024: Breakout, Fakeout — or a New Liquidity Regime?

Bitcoin has surged back above $77,000 in its strongest week in roughly two and a half years. We trace the Treasury-buyback catalyst, weaker dollar,…

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· Research brief

The Market Isn’t Breaking — It’s Splitting

U.S. stocks remain close to record highs, but the cross-asset picture is getting harder to ignore. Oil, gold and long-term Treasury yields are rising…

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