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Investment Bank Outlook

Institutional FX Insights: JPMorgan Trading Desk Views 3/3/26
Institutional FX Insights: JPMorgan Trading Desk Views 3/3/26

Macro / Market backdropRisk-off impulse driven by Middle East escalation and energy shock (oil + European gas). Global yields higher on inflation impulse, while FX is juggling:shifting rate...

Institutional Insights: Goldman Sachs March Flow of Funds Update
Institutional Insights: Goldman Sachs March Flow of Funds Update

Month-end typically signals a market recalibration as it processes critical flows. In true 2026 fashion, investors are already grappling with uncertainty and volatility as March begins. With the...

Institutional Insights: Pictet Sales & Trading 'March Seasonality'
Institutional Insights: Pictet Sales & Trading 'March Seasonality'

March’s seasonality picture is surprisingly constructive for US equities, awkward for bonds, and historically supportive for oil/commodities—with the big caveat that macro/geopolitical shocks are...

SP500 LDN TRADING UPDATE 2/3/26
SP500 LDN TRADING UPDATE 2/3/26

SP500 LDN TRADING UPDATE 2/3/26WEEKLY & DAILY LEVELS***QUOTING ES1! FOR CASH US500 EQUIVALENT LEVELS, SUBTRACT POINT DIFFERENCE***WEEKLY BULL BEAR ZONE 6940/50WEEKLY RANGE RES 7031 SUP 6745Weekly...

Institutional FX Insights: JPMorgan Trading Desk Views 2/3/26
Institutional FX Insights: JPMorgan Trading Desk Views 2/3/26

1) Core regime call: stay defensive, fade relief rallies (near term)Market is in reduce-risk mode, with geopolitics + heavy US data (ISM/NFP) keeping volatility elevated.USD dips likely to be...

Institutional Insights: Goldman Sachs 'Market Thoughts Following Iran Strikes'
Institutional Insights: Goldman Sachs 'Market Thoughts Following Iran Strikes'

GLOBAL MACRO (WILSON) – Global Markets Commentary: Market Insights After Iran Strikes –BOTTOM LINE: The primary channel through which the Iran crisis affects the global economy and macro markets is...

Institutional Insights: Credit Agricole FX Weekly 27/2/26
Institutional Insights: Credit Agricole FX Weekly 27/2/26

USD: Tech A Cold- Global markets showed little reaction to last Friday’s SCOTUS decision to overturn President Donald Trump’s IEEPA tariffs. In the G10 FX space, the USD has drifted without clear...

SP500 LDN TRADING UPDATE 27/2/26
SP500 LDN TRADING UPDATE 27/2/26

SP500 LDN TRADING UPDATE 27/2/26WEEKLY & DAILY LEVELS***QUOTING ES1! FOR CASH US500 EQUIVALENT LEVELS, SUBTRACT POINT DIFFERENCE***WEEKLY BULL BEAR ZONE 6925/15WEEKLY RANGE RES 7046 SUP 6906FEB...

Institutional Insight: Deutsche Bank Investor Flows & Positioning 18/2/26
Institutional Insight: Deutsche Bank Investor Flows & Positioning 18/2/26

Gauging the Impact of Larger Tax Refunds on Equity FlowsSeasonal Trends in US Equity Fund InflowsHistorically, US equity fund inflows experience a notable uptick during tax refund season, which spans...