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Market Analysis

Institutional Inisghts: Deutsche Bank Investor Flows & Positioning 1/6/26
Institutional Inisghts: Deutsche Bank Investor Flows & Positioning 1/6/26

The S&P 500 has effectively caught up to the bottom of its 3½-year trend channel and has been grinding higher along that lower boundary for the past three weeks. Deutsche Bank’s core message is...

Institutional FX Insights: JPMorgan Trading Desk Views 1/6/26
Institutional FX Insights: JPMorgan Trading Desk Views 1/6/26

JPM G10 FX DailyEUR: Still Waiting for the Red HeadlineAnother weekend has passed without a deal — even though “they are desperate for a deal.”That is still not enough to roil markets. We remain stuck...

Institutional Insights: Goldman Sachs Month End Rebalancing Flows To Know
Institutional Insights: Goldman Sachs Month End Rebalancing Flows To Know

Month-End US Pension Rebalancing: $14bn Equity Sell / Bond BuyThe month-end pension rebalance adds a modest but real supply risk into an otherwise constructive equity tape. The desk’s model estimates...

Institutional FX Insights: JPMorgan Trading Desk Views 29/5/26
Institutional FX Insights: JPMorgan Trading Desk Views 29/5/26

JPM G10 FX Daily29 May 2026## EUR: Deal Hope, Month-End Noise, and Not Much ConvictionGoing into the weekend hopeful of a deal — pretty sure that could have been written last Friday too.Yesterday’s...

Institutional FX Insights: JPMorgan Trading Desk Views 28/6/26
Institutional FX Insights: JPMorgan Trading Desk Views 28/6/26

JPM G10 FX DailyEUR: Deal Hopes Still Cap the USD ChaseClose, but no cigar.Markets have largely assumed an Iranian deal is forthcoming, so they are not fully prepared for further skirmishes — even if...

Institutional Insights: UBS Global FX Strategy Month End Perspectives
Institutional Insights: UBS Global FX Strategy Month End Perspectives

UBS FX Compass: Month-End FX Still Dominated by GeopoliticsUBS argues that the final week of May remains primarily a geopolitics-driven FX market, with Iran-related headlines still the dominant swing...

Institutional Insights: Goldman Sachs
Institutional Insights: Goldman Sachs "Mega IPO's'

IPO Wave: Large Supply Coming, but History Says Mega IPOs Are Not a Market ProblemA potential wave of high-profile IPOs is coming back into focus, with Goldman expecting roughly 100 IPOs totaling...

USDCAD & EURCAD Daily Trade Setups
USDCAD & EURCAD Daily Trade Setups

USDCAD & EURCAD Daily Trade SetupsIn this update we review recent price action in the USDCAD & EURCAD and identify the next high-probability trading opportunities and price objectives to...

Institutional FX Insights: JPMorgan Trading Desk Views 21/5/26
Institutional FX Insights: JPMorgan Trading Desk Views 21/5/26

JPM G10 FX DailyEUR / AUD / NZD / SEK / NOK: USD Bulls Run Into Headline LandminesThe USD looked poised to extend recent highs before another headline-driven reversal knocked it roughly 0.5% lower.The...