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Market Insight

Institutional FX Insights: Credit Agricole FX Weekly 18/9/26
Institutional FX Insights: Credit Agricole FX Weekly 18/9/26

G10 Central Banks vs. Supply Shocks & Yield Curve Inversion RisksTHE TAKE: CENTRAL BANKS FIGHT SUPPLY-SIDE INFLATION AT GROWTH'S EXPENSEGlobal central banks are aggressively tightening into a...

Institutional Insights: UBS Gold Trading Update 18/9/26
Institutional Insights: UBS Gold Trading Update 18/9/26

HAWKISH FED CREATES NEAR-TERM VOLATILITY, BUT MEDIUM-TERM BULL CASE IS INTACTFollowing the Federal Reserve’s 25-basis-point "hawkish hike" (raising the target rate to 3.75%–4.00%) and...

Institutional Insights: JPMorgan Trading The FOMC 16/9/26
Institutional Insights: JPMorgan Trading The FOMC 16/9/26

EQUITY & MACRO STRATEGY BRIEFING: FOMC COUNTDOWN & SCENARIO ANALYSISSource Data: JPM Market Intel & Jay Barry (Head of US Rates Strategy)THE TAKE: MARKET AT FED CROSSROADS AS BOND...

Institutional Insights: Goldman Sachs FOMC Take from Traders and Research
Institutional Insights: Goldman Sachs FOMC Take from Traders and Research

GS CROSS-ASSET FRANCHISE BRIEFING: SEPTEMBER FOMC PREVIEWAuthor: Cross-Asset Franchise Desk (Goldman Sachs)Date: September 15, 2026THE TAKE: MARKET PRICING FORCES FED HAND INTO 25BP "POLICY...

Institutional Insights: BofA SP500 Outlook Update
Institutional Insights: BofA SP500 Outlook Update

BofA GLOBAL: S&P 500 OUTLOOKTHE TAKE: TACTICAL PULLBACK AHEAD, BUT LONG-TERM BULL CASE INTACTBofA Equity Strategy has updated its mark-to-market S&P 500 target models, raising the year-end...

Institutional Insights: Goldman Sachs US Flows & Themes Ahead of The Fed
Institutional Insights: Goldman Sachs US Flows & Themes Ahead of The Fed

EQUITY, VOL & MACRO DESK BRIEFING: US FLOWS & THEMESAuthor: Giulio Esposito (Goldman Sachs Managing Director, FICC & Equities) | Date: September 14, 2026THE TAKE: MARKET SNAPS WINNING...

Institutional Insights: AI & Tech Face Another Test
Institutional Insights: AI & Tech Face Another Test

THE TAKE: TECH LONGS FACE A NEW AI & MACRO STRESS TESTThe AI narrative took an unexpected turn over the weekend following Dario Amodei’s essay advocating for a slower pace of frontier-model...

EURUSD — 1.1500 as the Near-Term Bull/Bear Line
EURUSD — 1.1500 as the Near-Term Bull/Bear Line

EURUSD — 1.1500 as the Near-Term Bull/Bear LineEURUSD is approaching an important decision zone, with the 1.1500 equality objective serving as the near-term bull/bear line. Price is testing into a key...

Institutional FX Insights: Credit Agricole FX Weekly 11/9/26
Institutional FX Insights: Credit Agricole FX Weekly 11/9/26

The global bond selloff and the weak USDThe selloff in global fixed income markets persists as growing inflation worries lead to further frontloading of central bank rate hikes. The USD saw its rate...