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Stocks

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...

AUDUSD, BABA & MCHI Daily Trade Setups
AUDUSD, BABA & MCHI Daily Trade Setups

AUDUSD, BABA & MCHI Daily Trade SetupsIn this update we review the recent price action in China proxies AUDUSD, Alibaba and the MCHI China ETF and identify the next high-probability trading...

US Stocks Rise Despite Hot Inflation
US Stocks Rise Despite Hot Inflation

US Inflation Jumps AgainUS stocks are pushing higher today despite hotter-than-expected US inflation yesterday and ongoing uncertainty around US/Iran peace talks. Yesterday, US CPI was seen pushing up...

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 Insights: Goldman Sachs - Trading Notes Into MegaCap Prints
Institutional Insights: Goldman Sachs - Trading Notes Into MegaCap Prints

Mega-Cap Tech Earnings Preview: Generals Set the ToneA major slate of mega-cap tech earnings is ahead, with GOOGL roughly 6% of the S&P 500, MSFT 5%, AMZN 4%, and META 2.5% all reporting Wednesday...

S&P Hits New All-Time Highs
S&P Hits New All-Time Highs

Stocks Roaring on Peace OptimismUS stock markets are on watch today after the S&P broke out to fresh all-time highs yesterday. Rising optimism around US/Iran peace negotiations is keeping equities...

Institutional Insights: Goldman Sachs Q2 Earnings Playbook
Institutional Insights: Goldman Sachs Q2 Earnings Playbook

Expect a Strong 1Q, with Results Likely Above Consensus: Earnings season unofficially begins next week with the major banks. Our economists estimate 1Q26 real U.S. GDP growth at 3%, a pace...

S&P Rally Stalls On Ceasefire Uncertainty & Inflation Fears
S&P Rally Stalls On Ceasefire Uncertainty & Inflation Fears

Stock Rally PausesThe rally in US stocks has paused for now as traders grapple with uncertainty around the US/Iran ceasefire and brace for the latest US inflation readings due later today. Stocks...

S&P Soars On Ceasefire News
S&P Soars On Ceasefire News

Stocks SurgeThe rebound in risk assets following news of the two-week ceasefire between the US and Iran, as well as the full reopening of the Strait of Hormuz, has seen US stocks soaring higher....