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Market Insight

Institutional Insights: Societe Genrale - ETF Positioning
Institutional Insights: Societe Genrale - ETF Positioning

ETF Flows: Cautious Rebuild, Not a Full Risk-On ResetApril ETF flows show a partial recovery in risk appetite after March’s war-driven de-risking, but the rebound was still selective rather than...

Institutional FX Insights: JPMorgan trading Desk Views 7/6/26
Institutional FX Insights: JPMorgan trading Desk Views 7/6/26

JPM G10 FX Daily EUR: Deal Optimism Helps, But Payrolls Is the Real TestWe are in peak optimism mode after the latest round of headlines. If the Strait reopens, that is unambiguously good news, even...

Institutional Insights: UBS FX: GBP - Where Is the Risk?
Institutional Insights: UBS FX: GBP - Where Is the Risk?

GBP: Where Is the Risk?GBP has been surprisingly resilient since the start of the Middle East conflict, helped by a sharper repricing higher in UK front-end rates than elsewhere, broadly constructive...

Institutional FX Insights: JPMorgan Trading Desk Views 6/5/26
Institutional FX Insights: JPMorgan Trading Desk Views 6/5/26

JPMG10 FX DailyTop Trading Takeaways## EUR: Support Building, But Payrolls Keeps It Range-BoundDespite the long weekend headline noise, price action held up well yesterday. The market seemed willing...

BTCUSD Daily Trade Setup 5/5/26
BTCUSD Daily Trade Setup 5/5/26

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

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

JPM G10 FX DailyEUR: Still a Funder, Still HeavyThe relief of one less day of headline-watching thanks to the UK holiday is welcome, but markets remain stuck in a familiar pattern: go into the weekend...

Institutional Insights: Credit Agricole FX Weekly 1/5/26
Institutional Insights: Credit Agricole FX Weekly 1/5/26

The ongoing conflict between the US and Iran has reignited the "risk-on, risk-off" (RORO) dynamic in the foreign exchange market. In March, escalating tensions from the Iran war dampened...

Institutional FX Insights: JPMorgan trading Desk Views 1/5/26
Institutional FX Insights: JPMorgan trading Desk Views 1/5/26

JPM G10 FX Big PictureFX price action was livelier than expected, with yen intervention, month-end flows and equity strength driving most of the move. The bigger puzzle was the softer tone in oil...

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...