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Investment Bank Outlook

Institutional Insights: Credit Agricole JPY Election Scenarios

Institutional Insights: Credit Agricole JPY Election ScenariosJPY: Japan election scenarios  The current Lower House election offers some rare excitement for the JPY as it will act as a barometer of...

Institutional Insights: Goldman Sachs SP500 Positioning & Key Levels 22/10/24

Institutional Insights: Goldman Sachs SP500 Positioning & Key Levels 22/10/24Please see below for a consolidated recap of the various GS positioning metrics. Summary: 1. CTA Corner: We have CTAs...

Institutional Insights: HSBC FX Tactician

◆ Depending on the results of the US election, the USD could rally or weaken; given the close polls, it is best avoided ◆ While we expect the USD to extend its rally up to the 5 November election day,...

Institutional Insights - Credit Agricole USD: the Harris vs Trump trade

Institutional Insights - Credit Agricole USD: the Harris vs Trump tradeThe USD October rally continues and some of the currency’s recentgains reflect Donald Trump’s recovery in the polls ahead of the...

Institutional Insights: Goldman Sachs Flow Of Funds Update 17/10/24

Institutional Insights: Goldman Sachs Flow Of Funds UpdateGS Tactical Flow-of-Funds: Year-End Melt Up S&P 500 has hit 46 new all-time highs in 2024 and is up +42.32% from the October 27, 2023 low...

Institutional Insights: Credit Agricole, FX Client Survey Ahead OF US Elections

Institutional Insights: Credit Agricole, FX Client Survey Ahead OF US ElectionsEUR, JPY, GBP, CHF and CADFX investors were bearish on the EUR but felt that many ECB-related negatives are already in...

Institutional Insights: Nomura, US Election Hedging

Institutional Insights: Nomura, US Election HedgingNomura's Flow Guru, McElligott, Discusses The Potential For A Panic To The Upside In Equity Markets Based On Volatility Hedging1. Customers have...

Institutional Insights: UBS, NZD Going Down

The Reserve Bank of New Zealand (RBNZ) cut rates by 50bps to4.75%, as we expected. The NZDUSD fell 1.3% to its lowest level in almost two months, while our recommendation to be long AUDNZD is up...

Institutional Insights: Goldman Sachs, SP500 Scenarios For CPI Reaction

Institutional Insights: Goldman Sachs, SP500 Scenarios For CPI ReactionGS CHART OF THE DAY: CPI PREVIEW GS Research: We expect a 0.28% increase in September core CPI(vs. 0.2% consensus), corresponding...