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Institutional Insights: Goldmans Sachs 'Top 25 Earnings Season Trades'

We have been working with our equity analysts for the past two weeks to pinpoint the 25 most unconventional opportunities within our Americas coverage. Our analysts anticipate that 20 companies,...

Institutional FX Insights: JPMorgan Trading Desk Views 8/10/25

Market positioning appears influenced by systematic trading, with recent price signals pointing to emerging markets and carry trades as the dollar stalls, possibly leading to a correction. Uncertainty...

Institutional Insights: Goldman Sachs 'Crypto Powering On'

Market Update: U.S. Equities, Gold, and Cryptocurrency TrendsThe U.S. equity markets are experiencing strong momentum, with the S&P 500 marking its seventh consecutive day of gains, despite the...

Institutional FX Insights: JPMorgan Trading Desk Views 7/10/25

Despite limited data, political events are driving markets, but not due to Trump this time. Japan saw Takaichi's unexpected win, leading to a yen decline, though the extent is puzzling given...

Institutional Insights: Goldman Sachs SP500 Positioning & Key Levels 7/10/25

Equity Positioning and Key Levels RecapDate: October 6, 2025 | Time: 4:04 PM Goldman Sachs & Co. LLC, FICC and Equities#### Summary of Positioning Metrics:CTA Corner: - Current Positioning:...

Institutional Insights: Deutsche Bank - Investor Flows & Positioning 6/10/25

Positioning is still not stretched, yet certain areas warrant attention. As we've indicated for several months, equities have been reaching new highs, but overall positioning is not yet...

Institutional FX Insights: JPMorgan Trading Desk Views

The overall opportunity set for the broad dollar remains low, having reached a crossroads due to a lack of momentum over the past few months. The absence of key data caused by the government shutdown...

Institutional Insights: Credit Agricole FX Weekly 3/10/25

Looking beyond the shutdown: the bullish case for the USD in the long termThe ongoing U.S. government shutdown has introduced significant uncertainty into the economic outlook and reduced visibility...

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....