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Investment Bank Outlook

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 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 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 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...

Institutional Insights:BofA FX Quant Insight USD bears revisit September NFP

BofA FX Quant Insight: USD bears revisit September NFPKey Takeaways- Bearish USD Sentiment:  - Increased bearish pressure on the USD as the US government shutdown ended, with the DXY index remaining...

Institutional Insights: JPMorgan Trading NFP

TRADING NFP – OCTOBER 2025 JPM US MARKET INTELLIGENCEUS MKT INTEL’S NFP SCENARIO ANALYSISFeroli’s sees 50k jobs being added, slightly below the Street’s estimate of 57k; in August, 22k jobs were...

Institutional FX Insights: JPMorgan Trading Desk Views 18/11/25

EURNavigating the market on a daily basis has become increasingly challenging. Honestly, I’m not even sure what I’m looking for these days—it’s all quite noisy. Deleveraging in other asset classes...