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Investment Bank Outlook

Institutional Insights: Goldman Sachs Flow of Funds Update 2/12/25

Goldman Sachs flow experts (Gail Hafif, Brian Garrett, Lee Coppersmith) suggest investors focus on top "deals" despite a generally upward trend into year-end.1. CTAs:- November: CTAs sold...

Institutional FX insights: JPMorgan Trading Desk Views 2/12/25

EURFX remains stagnant within established ranges as we anticipate a slew of news later this month, resulting in a flow-driven lethargy. There seems to be a mix of Hassett noise and term premium...

Institutional FX Insights: JPMorgan Trading Desk Views 1/12/25

EURThe month ended with notable activity, as the dollar extended lower in thin liquidity. Surprisingly, there was no retracement today, even with markets feeling jittery this morning, partly due to...

Institutional Insights: Credit Agricole FX Weekly 28/11/25

December has traditionally been a month where the US dollar (USD) tends to face broad-based selling pressure. Historical FX seasonality trends reveal that the USD has weakened in approximately 70% of...

Institutional Insights: Deutsche Bank Five BTC Decline Drivers

The 5 Key Drivers of the DeclineThe report identifies five primary factors contributing to the recent bearish momentum:1. Risk-Off Sentiment & Equity Correlation Bitcoin failed to act as a...

Institutional FX Insights: JPMorgan trading Desk views 25/11/25

EURThe market has been relatively quiet, even with the December FOMC repricing causing a noticeable shift. The dollar, however, has shown little movement, which doesn’t inspire much confidence as we...

Institutional Insights: Goldman Sachs SP500 Positioning & Key levels 25/11/25

Please refer below for a consolidated recap of the various GS Positioning metrics.Summary:1. CTA Corner:CTAs sold - $33 billion of global equities last week (-$13 billion of US equities). Positioning...

Institutional FX Insights: JPMorgan Trading Desk Views 24/11/25

EURComments from the FED’s Williams on Friday reignited the possibility of a rate cut next month, as he noted there is "still room for a further policy adjustment in the near term." This led...

Institutional Insights: Credit Agricole FX Weekly 21/11/25

The economic strength of the US amid the Trump administration's trade, fiscal, and immigration policies in 2025 has taken many by surprise. A significant factor contributing to this resilience is...