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Investment Bank Outlook

Institutional FX Insights: JPMorgan Trading Desk Views 30/4/26
Institutional FX Insights: JPMorgan Trading Desk Views 30/4/26

JPM G10 FXThe market finally started to crack under the oil shock yesterday. Earlier in the week, FX was willing to look through higher crude on the assumption that the US/Iran sides would eventually...

Institutional FX Insights: JPMorgan Trading Desk Views 29/4/26
Institutional FX Insights: JPMorgan Trading Desk Views 29/4/26

G10 FX DailyJ.P. Morgan | Sales & TradingMarkets remain caught between a very heavy event calendar — Fed, ECB, BoE, BoC, German CPI, month-end rebalancing — and a lack of conviction....

Institutional Insights: Goldman Sachs - Trading Notes Into MegaCap Prints
Institutional Insights: Goldman Sachs - Trading Notes Into MegaCap Prints

Mega-Cap Tech Earnings Preview: Generals Set the ToneA major slate of mega-cap tech earnings is ahead, with GOOGL roughly 6% of the S&P 500, MSFT 5%, AMZN 4%, and META 2.5% all reporting Wednesday...

S&P500 Trading Update 29/4/26
S&P500 Trading Update 29/4/26

S&P500 Trading Update 29/4/26***QUOTING ES1! FOR CASH US500 EQUIVALENT LEVELS, SUBTRACT POINT DIFFERENCE***WEEKLY BULL BEAR ZONE 7130/20WEEKLY RANGE RES 7304 SUP 7087May OPEX Straddle: 225pt range...

Institutional Insights: Goldman Sachs Positioning & Sentiment Update
Institutional Insights: Goldman Sachs Positioning & Sentiment Update

Sentiment & Positioning: Risk Appetite Has Recovered, But the Re-Risking Is UnevenOur Sentiment and Positioning Indicator has rebounded to the 58th percentile, while our Risk Appetite Indicator is...

Institutional FX Insights: JPMorgan Trading Desk Views 28/4/26
Institutional FX Insights: JPMorgan Trading Desk Views 28/4/26

JPM G10 FXG10 FX remains choppy and headline-driven, with daily price action increasingly difficult to reconcile with macro fundamentals. Volumes suggest investor fatigue with the constant...

S&P500 Trading Update 28/4/26
S&P500 Trading Update 28/4/26

S&P500 Trading Update 28/4/26***QUOTING ES1! FOR CASH US500 EQUIVALENT LEVELS, SUBTRACT POINT DIFFERENCE***WEEKLY BULL BEAR ZONE 7130/20WEEKLY RANGE RES 7304 SUP 7087May OPEX Straddle: 225pt range...

Institutional Insights: Deutsche Bank - Investor Flows & Positioning 27/4/26
Institutional Insights: Deutsche Bank - Investor Flows & Positioning 27/4/26

The April equity rally has transitioned cleanly from a geopolitical-shock recovery into an earnings-led advance. The first phase followed the classic post-shock template—a full V-shaped recovery...

Institutional FX Insights: JPMorgan trading Desk Views 27/4/26
Institutional FX Insights: JPMorgan trading Desk Views 27/4/26

JPMG10 FXG10 FX remains stuck between geopolitical risk premium and tentative optimism that the Middle East deadlock ultimately resolves without a major escalation. With the Strait of Hormuz still...