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Market Insight

Institutional Insights: Goldman Sachs Flow OF Funds 'Ebb & Flows'
Institutional Insights: Goldman Sachs Flow OF Funds 'Ebb & Flows'

The big flow pillars (what’s supportive vs what can break)### 1) Fund flows: equities in, cash out- Huge equity fund inflows led by US + EM: +$71bn vs +$2bn prior week (their emphasis: massive...

Institutional FX Insights: JPMorgan Trading Desk Views 22/1/26
Institutional FX Insights: JPMorgan Trading Desk Views 22/1/26

Macro backdrop: Trump de-escalation / NATO “framework” removes the Feb 1 EU tariff threat; risk sentiment improves, equities and cyclical FX higher.EUR: EURUSD stabilized as position liquidation...

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....

Daily Market Outlook, January 21, 2026
Daily Market Outlook, January 21, 2026

Daily Market Outlook, January 21, 2026 Patrick Munnelly, Partner: Market Strategy, Tickmill GroupMunnelly’s Macro Minute…Japanese bonds rebounded strongly following a sharp selloff that reverberated...

SP500 LDN TRADING UPDATE 21/1/26
SP500 LDN TRADING UPDATE 21/1/26

SP500 LDN TRADING UPDATE 21/1/26WEEKLY & DAILY LEVELS***QUOTING ES1! FOR CASH US500 EQUIVALENT LEVELS, SUBTRACT POINT DIFFERENCE***WEEKLY BULL BEAR ZONE 6900/6890WEEKLY RANGE RES 7047 SUP 6903FEB...

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...

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!...

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...

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...