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Market Insight

Institutional FX Insights: JPMorgan Trading Desk Views 20/5/26
Institutional FX Insights: JPMorgan Trading Desk Views 20/5/26

JPM G10 FX DailyEUR / AUD / NZD / SEK / NOK: Long USD Narrative Deserves More TimeOn Monday, the question was whether recent US inflation indicators — which pushed long-end yields higher and equities...

Institutional Insights: Goldman Sachs Nvidia Earnings 20/5/26
Institutional Insights: Goldman Sachs Nvidia Earnings 20/5/26

Nvidia Corp. (NVDA): 1Q Preview: Focus on upside to $1 trillion datacenter guidance, plus implications of Agentic AIGoldman Sachs anticipates Nvidia will report a strong 1Q, likely exceeding...

Institutional Insights: Goldman Sachs SP500 Flows & Positioning Update 19/5/26
Institutional Insights: Goldman Sachs SP500 Flows & Positioning Update 19/5/26

Buybacks, Risk Appetite, and the Narrow-Highs ProblemCorporate buyback activity remains an important support for the tape. The buybacks desk saw flows finish last week at 1.2x 2025 YTD ADTV and 1.4x...

DXY Daily Trade Setup 19/5/26
DXY Daily Trade Setup 19/5/26

DXY Daily Trade Setup 19/5/26In this update we review the recent price action in the Dollar Index and identify the next high-probability trading opportunity and price objectives to target. To review...

FTSE 100 FINISH LINE 19/5/26
FTSE 100 FINISH LINE 19/5/26

FTSE 100 FINISH LINE 19/5/26Labour Cracks: Stocks Caught a Brief Reprieve Before ReversingThe FTSE 100 initially found a firmer footing on Tuesday, with the equity tape giving investors some breathing...

Institutional FX Insights: JPMorgan Trading Desk Views 18/5/26
Institutional FX Insights: JPMorgan Trading Desk Views 18/5/26

JPM G10 FX Daily EUR: USD Re-Rating Has Legs, But Headlines Still MatterNothing really changed over the weekend.Long ends remain under pressure globally, equities are feeling the weight, and the...

E-mini SP500 Weekly Live Market & Trade Analysis 18/5/26
E-mini SP500 Weekly Live Market & Trade Analysis 18/5/26

E-mini SP500 Weekly Live Market & Trade Analysis 18/5/26Real-time actionable analysis on futures markets, with a specific focus on E-mini S&P500 action areas & price objectives for the...

Institutional Insights: Goldman Sachs US Weekly Kickstart 18/5/26
Institutional Insights: Goldman Sachs US Weekly Kickstart 18/5/26

US Weekly Kickstart: EPS Revisions Still Matter, but AI Momentum Is Running Ahead of AnalystsThe market remains narrow and momentum-heavy, but beneath the surface stocks are still broadly trading in...

Institutional Insights: BofA 'The Flow Show' 15/5/26
Institutional Insights: BofA 'The Flow Show' 15/5/26

# BofA Flow Show: Melt-Up Is Becoming Consensus, but Inflation and Bonds Are the EndgameThe market mood has shifted from cautious recovery to outright melt-up. YTD leadership is dominated by real...