REAL TIME NEWS
Loading...

Investment Bank Outlook

Institutional Insights: Credit Agricole FX Weekly 16/05/25

90 days to save the world (and the USD)Since last November, FX investors have shifted from fully endorsing US exceptionalism to cautiously testing an almost universal "sell America" trade,...

Institutional Insights: Goldman Sachs Flow of Funds: Pulse Check

GS Flow of Funds: Pulse Check FICC and Equities | 14 May 2025 | Not Zac Efron, but the VIX was 17 Again April showers bring May volatility collapse—opportunities to roll hedges and add exposure?...

Institutional Insights: JPMorgan - Retail Radar Buy the Dip” Mentality Paid Off

Overview – Retail TradingRetail Order Imbalance - Retail traders have net purchased $50 billion in cash equities since the market's rebound on April 8. However, profit-taking emerged this...

Institutional Insights: CitiFX Techs - Potential for a Tactical Dollar Rally

CitiFX Techs - Potential for a Tactical Dollar RallyThere appears to be potential for a further tactical increase in the DXY, even after last night's rally. The signal we identified two weeks...

Institutional Insights: Goldman Sachs SP500 Positioning & Key Levels 13/05/25

Equity Positioning and Key Levels FICC and Equities | 12 May 2025 | Below is a recap of the GS positioning metrics:Summary: 1. CTA Corner: The systematic macro community has slightly increased...

Institutional Insights: Goldman Sachs CPI Preview 13/05/25

CPI Preview From GS Research: We anticipate a 0.30% rise in April's core CPI, aligning with the consensus of +0.3%, leading to a year-over-year rate of 2.83%, slightly above the consensus of...

Institutional Insights: Deutsche Bank Investor Flows & Positioning 12/05/25

Deutsche Bank Investor Flows & PositioningAs volatility declines, systematic strategy positioning has been steadily increasing; however, overall positioning still remains low. Following the...

Institutional insights: Goldman Sachs Chart of The Day

GS chart of the day :: negativityFICC and Equitiesbottom line ... if you're feeling bearish, you're in line with the consensus ... that doesn't necessarily mean you're incorrect,...

Institutional Insights: Nomura - Short USD/JPY: Targeting a Break Below 140

Short USD/JPY: Targeting a Break Below 140Trade Idea - Short USD/JPY, targeting 138 by the end of July (conviction level: 3/5). - This trade was initiated on May 2, following a recent bounce that...