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Market Insight

Institutional Insights: JPMorgan Delta One - Flows, Positioning & CTA Signals
Institutional Insights: JPMorgan Delta One - Flows, Positioning & CTA Signals

Delta-One Flows & Positioning  US equities near key CTA signals; robust ETF inflows across asset classes, with record-breaking Emerging Markets (EM) inflows and notable style/sector rotations....

FX Options Insights 20/01/26
FX Options Insights 20/01/26

U.S. President Donald Trump's fresh round of tariff threats against European allies has reignited the so-called "Sell America" trade, reminiscent of the market movements following last...

FX Options Insights 19/1/26
FX Options Insights 19/1/26

FX options are heavily influenced by both current and anticipated FX realised volatility. Despite potential future risks, the prevailing calmness in FX markets has the most significant impact on price...

E-mini SP500 Weekly Live Market & Trade Analysis 19/1/26
E-mini SP500 Weekly Live Market & Trade Analysis 19/1/26

E-mini SP500 Weekly Live Market & Trade AnalysisReal time actionable analysis on futures markets. specific focus on E-mini S&P500. To review this week's analysis, click here!...

Institutional Insights: Goldman Sachs Global FX Trader 19/1/26
Institutional Insights: Goldman Sachs Global FX Trader 19/1/26

Our Perspectives on USD, JPY & GBPUSD:  As we enter 2026, the US Dollar faces a mixed outlook. Our economists remain significantly above consensus on US growth forecasts for the year, as well as...

Institutional FX Insights: JPMorgan Trading Desk Views 16/1/26
Institutional FX Insights: JPMorgan Trading Desk Views 16/1/26

Macro backdrop (why FX feels “harder” again)US data is re-accelerating at the margin (examples cited: Philly Fed, Empire, claims), which makes it tougher to stay structurally USD-bearish.- If growth...

Institutional Insights: Credit Agricole FX Weekly 16/1/26
Institutional Insights: Credit Agricole FX Weekly 16/1/26

We were so wrong, or were we?- We, along with most of our clients, anticipated that 2026 would surpass 2025 in terms of economic stability due to diminishing policy risks from the White House. This...

Institutional FX Insights: JPMorgan Trading Desk Views 15/1/26
Institutional FX Insights: JPMorgan Trading Desk Views 15/1/26

JPM G10 FX ViewsGrowth narrative vs. USD resilience: they expected USD softness, but the greenback is holding up, forcing more active trading.Geopolitics / headlines: Iran, Greenland, (lack of) IEEPA...

FX Options Insights 15/1/26
FX Options Insights 15/1/26

On Thursday, FX options implied volatility saw a dip, with the lack of movement in spot markets keeping pressure on shorter-term expiries. USD/JPY, after retreating from its recent highs in the...