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Market Insight

Institutional FX Insights: Credit Agricole FX Weekly 11/9/26
Institutional FX Insights: Credit Agricole FX Weekly 11/9/26

The global bond selloff and the weak USDThe selloff in global fixed income markets persists as growing inflation worries lead to further frontloading of central bank rate hikes. The USD saw its rate...

Institutional Insights: JPMorgan Trading CPI 11/9/26
Institutional Insights: JPMorgan Trading CPI 11/9/26

EQUITY & MACRO STRATEGY BRIEFING: AUGUST CPI PREVIEWSource Data: JPM Economics (Michael Feroli) & JPM US Market Intelligence DeskTHE TAKE: CPI IS THE FED’S MAKE-OR-BREAK GATEKEEPERToday's...

Daily Market Outlook, September 11, 2026
Daily Market Outlook, September 11, 2026

Daily Market Outlook, September 11, 2026Patrick Munnelly, Partner: Market Strategy, Tickmill GroupMunnelly’s Macro Missive - Asian Stocks Slide As Brent Nears $110 Ahead Of US CPIGlobal equity markets...

Institutional Insights: Nomura: AI/Tech Call Buying Is Back — But So Are the Hedges
Institutional Insights: Nomura: AI/Tech Call Buying Is Back — But So Are the Hedges

Nomura: AI/Tech Call Buying Is Back — But So Are the HedgesBig PictureMarkets are a bit uncomfortable after the latest geopolitical escalation involving U.S. strikes on Iranian oil tankers. Oil is...

FTSE Hits Seven-Week Low as Brent Surges
FTSE Hits Seven-Week Low as Brent Surges

FTSE Finish Line 10-9-2026: FTSE Hits Seven-Week Low as Brent Surges The FTSE 100 leaked lower on Thursday to touch a seven-week low, weighed down by heavy selling in mining stocks and a sharp drop in...

Institutional Insights: JPMorgan Market Intelligence Update 9/9/26
Institutional Insights: JPMorgan Market Intelligence Update 9/9/26

JPM MARKET INTEL & EQUITY STRATEGY SUMMARYTACTICAL STANCE: CAUTIOUS / NEUTRAL INTO CPIJPMorgan Market Intel maintains a Tactically Cautious / Neutral posture ahead of Friday's CPI report....

Institutional FX Insights: Goldman Sachs USDJPY Trading Update
Institutional FX Insights: Goldman Sachs USDJPY Trading Update

GS FX DESK UPDATE: USD/JPY BRIEFINGAuthor: Praneet Shah (Goldman Sachs G10 / FX Vol Trading) | Date: September 8, 2026THE TAKE: STRUCTURAL SHIFT UNWINDS JPY CARRYUSD/JPY experienced a swift 750-pip...

FTSE Finish Line September 9, 2026: FTSE Six Week Lows As Oil Surges
FTSE Finish Line September 9, 2026: FTSE Six Week Lows As Oil Surges

FTSE Finish Line September 9, 2026: FTSE Six Week Lows As Oil Surges U.K. stocks sunk nearly 1% heading into the close on Wednesday amid rising concerns about global economic growth, as oil prices...

Institutional FX Insights: JPMorgan FX Positioning Update
Institutional FX Insights: JPMorgan FX Positioning Update

JPM FX POSITIONING MONITOR BRIEFINGTHE TAKE: SURGING DOWN RISK IN USD/JPY AND NZD IS NEUTRALISING SPEC POSITIONINGMedia chatter surrounding Bank of Japan (BoJ) policy tightening and potential GPIF...