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Market Analysis

Institutional FX Insights: JPMorgan Trading Desk Views 12/6/26
Institutional FX Insights: JPMorgan Trading Desk Views 12/6/26

JPM G10 FX Daily## EUR: Trump Whiplash, ECB Ambiguity, EUR Still Can’t BreakTextbook Trump.Talk hard, then wait for the red headline: “we had a good chat.”There was some noise around the early...

Institutional Insights: Credit Agricole FX Weekly 12/6/26
Institutional Insights: Credit Agricole FX Weekly 12/6/26

Seven Holders, a New Chair, and a Comeback Win?The title might not seem to fit FIFA's 2026 World Cup, which kicked off yesterday in Mexico. Historically, the tournament has had minimal impact on...

Institutional FX Insights: JPMorgan trading Desk Views 11/6/26
Institutional FX Insights: JPMorgan trading Desk Views 11/6/26

JPM G10 FX Daily EUR: CPI Clears One Hurdle, ECB NextUS inflation was not as hot as feared, though it was not exactly soft either. Headline and core services stickiness still leave some firmness in...

Institutional Insights: HSBC FX Focus 'EUR Downside Risks'
Institutional Insights: HSBC FX Focus 'EUR Downside Risks'

HSBC FX Focus — EUR: Downside Risks Are Growing ## Top Takeaways- EUR/USD has been resilient, but the support is conditional. The pair is being held up mainly by buoyant global risk appetite and...

Institutional FX Insights: JPMorgan trading Desk Views 10/6/26
Institutional FX Insights: JPMorgan trading Desk Views 10/6/26

JPM G10 FX Daily## EUR: CPI and ECB Before Taking a Strong ViewTech gyrations, Middle East skirmishes and short-term market reactions are all creating noise.The tech wobble feels more related to...

Institutional Insights: Goldman Sachs Delta One' Asia, Oil, AI, CPI, & Risk'
Institutional Insights: Goldman Sachs Delta One' Asia, Oil, AI, CPI, & Risk'

Asia, Oil, AI, CPI, and Risk: The Market Is Testing the AI-Capex TradeThe overnight and pre-CPI setup reinforces the current market framework: the bull market may remain intact, but the dominant...

Institutional FX Insights: JPMorgan Trading Desk Views 9/6/26
Institutional FX Insights: JPMorgan Trading Desk Views 9/6/26

JPM G10 FX Daily ## EUR: USD in G10, EM Carry on the Other SideA few things are on my mind this morning.First, the Middle East. It is clear Trump does not want to re-escalate, given how quickly he...

Institutional insights: Goldman Sachs SP500 Positioning & Key Levels 9/6/26
Institutional insights: Goldman Sachs SP500 Positioning & Key Levels 9/6/26

Prime Flows and Buybacks: Big Weekly Net Buying, Friday De-Risking, and Still-Active Corporate DemandThe latest flow data show a market that is not broadly de-risking, even though Friday’s price...

Institutional Insights: Deutsche Bank Investor Flows & Positioning Update 8/6/25
Institutional Insights: Deutsche Bank Investor Flows & Positioning Update 8/6/25

Rotation On Cue: Choppier Grind Higher, Less Mega-Cap Tech LeadershipThe latest positioning and flows framework argues that the market is behaving largely as expected: the setup favored a slower,...