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Investment Bank Outlook

SP500 LDN TRADING UPDATE 21/1/26
SP500 LDN TRADING UPDATE 21/1/26

SP500 LDN TRADING UPDATE 21/1/26WEEKLY & DAILY LEVELS***QUOTING ES1! FOR CASH US500 EQUIVALENT LEVELS, SUBTRACT POINT DIFFERENCE***WEEKLY BULL BEAR ZONE 6900/6890WEEKLY RANGE RES 7047 SUP 6903FEB...

Institutional Insights: Deutsche Bank SP500 Flows & Positioning
Institutional Insights: Deutsche Bank SP500 Flows & Positioning

Positioning Trends Moving Higher: Aggregate equity positioning edged higher this week, maintaining a modestly overweight stance (0.41 standard deviations, 68th percentile). Discretionary investor...

Institutional Insights: Goldman Sachs Global FX Trader 19/1/26
Institutional Insights: Goldman Sachs Global FX Trader 19/1/26

Our Perspectives on USD, JPY & GBPUSD:  As we enter 2026, the US Dollar faces a mixed outlook. Our economists remain significantly above consensus on US growth forecasts for the year, as well as...

Institutional Insights: Credit Agricole FX Weekly 16/1/26
Institutional Insights: Credit Agricole FX Weekly 16/1/26

We were so wrong, or were we?- We, along with most of our clients, anticipated that 2026 would surpass 2025 in terms of economic stability due to diminishing policy risks from the White House. This...

Institutional FX Insights: JPMorgan Trading Desk Views 16/1/26
Institutional FX Insights: JPMorgan Trading Desk Views 16/1/26

Macro backdrop (why FX feels “harder” again)US data is re-accelerating at the margin (examples cited: Philly Fed, Empire, claims), which makes it tougher to stay structurally USD-bearish.- If growth...

Institutional FX Insights: JPMorgan Trading Desk Views 15/1/26
Institutional FX Insights: JPMorgan Trading Desk Views 15/1/26

JPM G10 FX ViewsGrowth narrative vs. USD resilience: they expected USD softness, but the greenback is holding up, forcing more active trading.Geopolitics / headlines: Iran, Greenland, (lack of) IEEPA...

Institutional FX Insights: JPMorgan trading Desk Views 14/1/25
Institutional FX Insights: JPMorgan trading Desk Views 14/1/25

G10 FX Daily — 14 Jan 2026USD didn’t sell off after a benign CPI because the market found firmer “under-the-hood” interpretations (core PCE expectations edging up) and the broader regime remains: if...

Institutional Insights: UBS Market Internals
Institutional Insights: UBS Market Internals

Market Internal Insight  Retail & Foreigner Buying Above Seasonality – Driving Market Resilience  Key Highlights:  - Robust Retail Flow Across All Tracked Channels:    - Chart 1: UBS RMM recorded...

Institutional Insights: JPMorgan Trading CPI 13/1/25
Institutional Insights: JPMorgan Trading CPI 13/1/25

CPI forecast (Feroli / JPM Economics)The baseline call is for a firm CPI print, driven by technical “catch-up” effects after a period of disrupted data collection.Headline CPI (MoM): +0.38%Core CPI...