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Market Insight

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...

E-mini SP500 Weekly Live Market & Trade Analysis 18/5/26
E-mini SP500 Weekly Live Market & Trade Analysis 18/5/26

E-mini SP500 Weekly Live Market & Trade Analysis 18/5/26Real-time actionable analysis on futures markets, with a specific focus on E-mini S&P500 action areas & price objectives for the...

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...

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...

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...

FTSE 100 FINISH LINE 14/5/26
FTSE 100 FINISH LINE 14/5/26

FTSE 100 FINISH LINE 14/5/26 Political Risk Bites Sterling, But Blue-Chips Hold the LineThe FTSE 100 traded with a firmer tone, up 0.4%, but the real story sat in UK macro risk rather than the index...

Institutional FX Insights: JPMorgan Trading Desk Views 13/5/26
Institutional FX Insights: JPMorgan Trading Desk Views 13/5/26

JPM G10 FX DailyEUR: Nothing to Do Until the Range BreaksThere is very little new news. At least UK politics made yesterday go a bit quicker.More broadly, it remains hard to get excited about FX...

Institutional Insights: Goldman Sachs AUDNZD
Institutional Insights: Goldman Sachs AUDNZD

AUD/NZD: Deserved Divergence, but Positioning Is Getting StretchedAUD has been one of the strongest G10 currencies since the start of the energy shock, and AUD/NZD is now at its highest level in more...