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Market Insight

FX Options Insights 15/1/26
FX Options Insights 15/1/26

On Thursday, FX options implied volatility saw a dip, with the lack of movement in spot markets keeping pressure on shorter-term expiries. USD/JPY, after retreating from its recent highs in the...

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...

SP500 LDN TRADING UPDATE 14/1/26
SP500 LDN TRADING UPDATE 14/1/26

SP500 LDN TRADING UPDATE 14/1/26WEEKLY & DAILY LEVELS***QUOTING ES1! FOR CASH US500 EQUIVALENT LEVELS, SUBTRACT POINT DIFFERENCE***WEEKLY BULL BEAR ZONE 6925/35WEEKLY RANGE RES 7090 SUP 6920JAN...

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...

FX Options Insights 13/1/26
FX Options Insights 13/1/26

The foreign exchange market is currently navigating a sea of potential geopolitical and U.S. domestic risks, yet options and their volatility risk premiums remain surprisingly calm. Traders had...

Institutional Insights: UBS CTAs' Positioning and Flows - Biweekly Update
Institutional Insights: UBS CTAs' Positioning and Flows - Biweekly Update

Global Strategy  CTAs' Positioning and Flows - Biweekly Update  Details on the methodology/model are available in our Q-Series report  Entering 2026 in Risk-On Mode  - Equities: CTAs'...

FX Options Insights 9/1/26
FX Options Insights 9/1/26

Short-term FX options saw mild interest as geopolitical tensions lingered and the USD gained strength ahead of Friday's U.S. jobs report. However, the market's reaction to a drop in the...

Institutional Insights: Credit Agricole FX Weekly 9/1/2026
Institutional Insights: Credit Agricole FX Weekly 9/1/2026

FX Weekly — Fire Caracas US President Donald Trump kicked off the year with a surprise intervention in Venezuela. Markets have largely looked through the geopolitical headline risk, and oil is only...