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Institutional Insights: JPMorgan Trading NFP's

JPM’s US Market Intelligence NFP framework frames Friday’s payrolls report as important, but not dominant, because Middle East uncertainty and broader macro/geopolitical risk are still competing for...

Institutional Insights: Goldman Sachs SP500 Sentiment & Positioning Update 2/6/26

US equities kept climbing, with the S&P 500 posting a ninth straight weekly gain, up 1.4% on the week and 5.0% in May. The rally remains impressive given persistent concerns around geopolitics,...

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 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 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

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 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 SP500 Key Levels & Positioning Update 27/6/26

Equity Positioning and Key Levels: Risk Rebuilt, Buybacks Open, CTAs Quiet but FragileGoldman’s latest positioning dashboard shows a market where discretionary risk has been rebuilt aggressively,...

Institutional FX Insights: JPMorgan Trading Desk Views 27/5/26

JPM G10 FX DailyEUR: Paralysis, Push/Pull, and a Dollar That Refuses To Trend CleanlyThe paralysis continues.Maybe FX wants to see an actual Middle East deal before believing it. Or maybe there are...