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Investment Bank Outlook

Institutional FX Insights: JPMorgan Trading Desk Views 10/7/26
Institutional FX Insights: JPMorgan Trading Desk Views 10/7/26

JPM G10 FX DailyEUR: Relief From Panic, But Still an Uneasy Steady StateThere has been some relief from Wednesday’s panic extremes.As expected, the Middle East situation remains fluid with no...

Institutional Insights: Goldman Sachs 'G10 FX Carry Comeback'
Institutional Insights: Goldman Sachs 'G10 FX Carry Comeback'

The G10 FX Carry ComebackThe main argument is that carry is more relevant for G10 FX now than at almost any point since 2000. The current setup combines historically elevated outright carry with...

S&P500 Daily Action Areas & Price Targets 10/7/26
S&P500 Daily Action Areas & Price Targets 10/7/26

S&P500 Daily Action Areas & Price Targets 10/7/26***QUOTING ES1! FOR CASH US500 EQUIVALENT LEVELS, SUBTRACT POINT DIFFERENCE***WEEKLY BULL BEAR ZONE 7460/40WEEKLY RANGE RES 7628 SUP...

Institutional FX Insights:JPMorgan trading Desk Views 9/7/26
Institutional FX Insights:JPMorgan trading Desk Views 9/7/26

JPM G10 FX Daily EUR: EM Panic, G10 Calm, Fed Hawkishness PeakingThere is full panic in EM, but G10 is as chilled as can be.That makes sense. Post-payrolls, people had become quite comfortable with...

S&P500 Daily Action Areas & Price Targets 9/7/26
S&P500 Daily Action Areas & Price Targets 9/7/26

S&P500 Daily Action Areas & Price Targets 9/7/26***QUOTING ES1! FOR CASH US500 EQUIVALENT LEVELS, SUBTRACT POINT DIFFERENCE***WEEKLY BULL BEAR ZONE 7460/40WEEKLY RANGE RES 7628 SUP 7428MONTHLY...

Institutional Insights: Goldman Sachs D1 Flows & Positioning Notes 8/7/26
Institutional Insights: Goldman Sachs D1 Flows & Positioning Notes 8/7/26

This is a violent momentum unwind, not yet a broad market breakdown. The important distinction is that the S&P is still close to highs, equal-weight and S&P ex-AI are holding up, and breadth...

Institutional FX Insights: JPMorgan Trading Desk Views 8/7/26
Institutional FX Insights: JPMorgan Trading Desk Views 8/7/26

JPM G10 FX DailyEUR: Middle East Blip, But Still a Neutral USD PortfolioJust when you thought it was safe to get back in the water.The Middle East could not stay quiet for long.Whether these renewed...

S&P500 Daily Action Areas & Price Targets 8/7/26
S&P500 Daily Action Areas & Price Targets 8/7/26

S&P500 Daily Action Areas & Price Targets 8/7/26***QUOTING ES1! FOR CASH US500 EQUIVALENT LEVELS, SUBTRACT POINT DIFFERENCE***WEEKLY BULL BEAR ZONE 7460/40WEEKLY RANGE RES 7628 SUP 7428MONTHLY...

Institutional FX Insights: JPMorgan Trading Desk Views 7/7/26
Institutional FX Insights: JPMorgan Trading Desk Views 7/7/26

JPM G10 FX Daily EUR: Summer Market, Neutral EUR, No Need to Short USDMaybe it is the lack of sleep after the England match, but yesterday felt like a proper summertime market.As I said earlier this...