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Investment Bank Outlook

Institutional FX Insights: JPMorgan Trading Desk Views 18/5/26
Institutional FX Insights: JPMorgan Trading Desk Views 18/5/26

JPM G10 FX Daily EUR: USD Re-Rating Has Legs, But Headlines Still MatterNothing really changed over the weekend.Long ends remain under pressure globally, equities are feeling the weight, and the...

S&P500 LDN Open Trading Update 18/5/26
S&P500 LDN Open Trading Update 18/5/26

S&P500 LDN Open Trading Update 18/5/26***QUOTING ES1! FOR CASH US500 EQUIVALENT LEVELS, SUBTRACT POINT DIFFERENCE***WEEKLY BULL BEAR ZONE 7220/30WEEKLY RANGE RES 7286 SUP 7550June MOPEX Straddle:...

Institutional Insights: Goldman Sachs US Weekly Kickstart 18/5/26
Institutional Insights: Goldman Sachs US Weekly Kickstart 18/5/26

US Weekly Kickstart: EPS Revisions Still Matter, but AI Momentum Is Running Ahead of AnalystsThe market remains narrow and momentum-heavy, but beneath the surface stocks are still broadly trading in...

Institutional FX Insights: JPMorgan Trading Desk Views 15/5/26
Institutional FX Insights: JPMorgan Trading Desk Views 15/5/26

G10 FX Daily — Trading Desk ViewsEUR: Short EUR Finally Has the BreakThe move to a long-dollar bias was well timed.There were plenty of questions yesterday about why now, given US yields had stopped...

S&P500 Trading Update 15/5/26
S&P500 Trading Update 15/5/26

S&P500 Trading Update 15/5/26***QUOTING ES1! FOR CASH US500 EQUIVALENT LEVELS, SUBTRACT POINT DIFFERENCE***WEEKLY BULL BEAR ZONE 7280/70WEEKLY RANGE RES 7504/32 SUP 7340May OPEX Straddle: 225pt...

Institutional Insights: BofA 'The Flow Show' 15/5/26
Institutional Insights: BofA 'The Flow Show' 15/5/26

# BofA Flow Show: Melt-Up Is Becoming Consensus, but Inflation and Bonds Are the EndgameThe market mood has shifted from cautious recovery to outright melt-up. YTD leadership is dominated by real...

S&P500 Trading Update 14/5/26
S&P500 Trading Update 14/5/26

S&P500 Trading Update 14/5/26***QUOTING ES1! FOR CASH US500 EQUIVALENT LEVELS, SUBTRACT POINT DIFFERENCE***WEEKLY BULL BEAR ZONE 7280/70WEEKLY RANGE RES 7504/32 SUP 7340May OPEX Straddle: 225pt...

Institutional insights: Deutsche Bank USD & Oil
Institutional insights: Deutsche Bank USD & Oil

Why the USD Is Undershooting OilThe USD has become positively correlated with oil since the US shifted from being a net energy importer to a net oil and gas exporter. In theory, higher oil should now...

Institutional FX Insights: JPMorgan Trading Desk Views 14/5/26
Institutional FX Insights: JPMorgan Trading Desk Views 14/5/26

JPM G10 FX Daily — Trading Desk ViewsEUR: Starting to Look Like a Tactical ShortThese are long days, even when you manage to escape for a few hours of client meetings.Long ends remain under pressure,...