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Market Analysis

Institutional FX Insights: JPMorgan Trading Desk Views 11/5/.26
Institutional FX Insights: JPMorgan Trading Desk Views 11/5/.26

JPM G10 FX Daily EUR: Rangebound Until the Next Headline Breaks ItGeopolitics is still a major focus, and the lack of clarity is keeping markets in a volatile state.The Middle East situation remains...

Institutional Insights: Goldman Sachs - Trading NFP's 8/7/26
Institutional Insights: Goldman Sachs - Trading NFP's 8/7/26

GS Cross-Desk Takeaway: Hedge the Tails, Stay Long Secular GrowthThe cross-desk message is pretty consistent: the market has re-risked back to highs, but the macro setup is still fragile. The key...

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...

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

FTSE 100 FINISH LINE 5/5/26 London’s FTSE 100 traded sharply lower on Tuesday, May 5, sliding around 1% as a weak response to HSBC’s results and another surge in oil prices weighed on sentiment. The...

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...

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 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...