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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 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...

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 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...

Institutional Insights: JPMorgan NFP Trading Setup
Institutional Insights: JPMorgan NFP Trading Setup

JPM NFP Setup — Bullish Skew, But With Factor-Rotation RiskThe JPM setup into NFP is broadly consistent with the more constructive tactical view for early July: the labor market is expected to remain...

Institutional FX Insights: JPMorgan Trading Desk Views 30/6/26
Institutional FX Insights: JPMorgan Trading Desk Views 30/6/26

JPM G10 FX DailyEUR: Rebuilding USD Length Into PayrollsHalf the year is nearly over.It has been eventful, that is for sure.There should be rebalancing noise today. Once that is out of the way,...

Institutional FX Insights: JPMorgan Trading Desk Views 18/6/26
Institutional FX Insights: JPMorgan Trading Desk Views 18/6/26

JPM G10 FX DailyEUR: Ask the Task Force“Ask the task force.”I was tempted to leave it at that this morning.The committee is hawkish, that is clear. So the first leg of dollar strength made sense.Where...

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 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...