REAL TIME NEWS
Loading...

Investment Bank Outlook

Institutional Insights: UBS FX Outlook Q4

We anticipate additional USD weakness in the fourth quarter, followed by a rebound in 2026. For the remainder of this year, we expect the USD to remain weak due to persistent softness in the U.S....

Institutional Insights: Deutsche Bank - Who Drives Gold Prices

In our FX Blueprint note, we maintain a constructive outlook on gold relative to short crude oil. This perspective aligns with our recent upgrade to gold forecasts for 2026. A key point in our...

Institutional Insights: Goldman Sachs SP500 Positioning & Key Levels 30/9/25

Consolidated Recap of Goldman Sachs Positioning MetricsSummary1. CTA Corner: - CTAs are currently positioned long $172 billion in global equities, with $66 billion allocated to U.S. equities. -...

Institutional Insights: Deutche Bank Flows & Positioning 29/9/25

The recent commentary on equity positioning highlights a nuanced view of the market dynamics, particularly in light of the Federal Reserve's interest rate policies and economic growth...

Institutional Insights: Goldman Sachs - Gold What's Going On Under The Hood

Summary: Chinese speculators increased their positions yesterday but are stable today. ETFs purchased 280k yesterday, compared to 860k on Friday. The volatility move has been fairly stable; 3M ATM...

Institutional Insights: Goldman Sachs - Seasonal Pickup in Volatility

According to historical trends, we anticipate an uptick in global equity volatility during October. We believe that purchasing equity volatility will yield profits in the coming weeks, with a...

Institutional Insights: JPMorgan Positioning Intelligence 23/9/25

Summary: Hedge funds (HFs) experienced limited benefits from the market's grind higher, as short positions generally outperformed long positions over the week. As a result, average HF returns...

Institutional Insights: Deutsche Bank Investor Flows & Positioning 22/9/25

In early July, we observed that despite equities reaching record highs and a narrative of heightened risk appetite, overall positioning was neutral, with only isolated pockets of exuberance. Fast...

Institutional Insights: Credit Agricole FX Weekly 19/9/25

The Fed did not endorse the overly optimistic market expectations during its September meeting, which contributed to the USD regaining some strength across the board. The lingering question is whether...