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Market Insight

Institutional Insights: JPMorgan Delta One Flows & Positioning 22/7/26
Institutional Insights: JPMorgan Delta One Flows & Positioning 22/7/26

Delta-One Flows & PositioningTop TakeawaysSemis remain the dominant dip-buying theme. Investors aggressively bought semiconductor ETFs despite broader market weakness, with large inflows into...

Institutional FX Insights: JPMorgan Trading Desk Views 17/7/26
Institutional FX Insights: JPMorgan Trading Desk Views 17/7/26

JPM G10 FX DailyEUR / USD: Yields at Post-CPI Lows Undercut the USD TradeAnother night of attacks in Iran has not really moved oil much.But risk is softer as tech suffers.That has dragged US 2yr...

Daily Market Outlook, July 15, 2026
Daily Market Outlook, July 15, 2026

Daily Market Outlook, July 15, 2026 Patrick Munnelly, Partner: Market Strategy, Tickmill GroupMunnelly’s Macro Minute — CPI Cools, Chips Catch FireMarkets were braced for Hormuz to hijack sentiment...

Institutional FX Insights: JPMorgan Trading Desk Views 15/7/26
Institutional FX Insights: JPMorgan Trading Desk Views 15/7/26

JPM G10 FX DailyEUR / USD: Soft CPI, But War Fog Limits USD Follow-ThroughHeadline inflation readings were all negative yesterday.However, the degree of surprise was a little less cool in the PCE...

Institutional Insights: Goldman Sachs Q2 Earnings Playbook 2026
Institutional Insights: Goldman Sachs Q2 Earnings Playbook 2026

Goldman Sachs Q2 Earnings Playbook — High Bar, but Earnings Still Driving the MarketQ2 2026 earnings season begins this week with a heavy early catalyst slate: banks, UNH, ASML, TSM, and NFLX are the...

Institutional FX Insights: JPMorgan Trading Desk Views 14/7/26
Institutional FX Insights: JPMorgan Trading Desk Views 14/7/26

JPM G10 FX DailyEUR / USD: Waller Raises the Stakes for CPIThings in Iran are really heating up again.We are certainly starting to question the underlying TACO assumption that has underpinned recent...

Institutional Insights: Goldman Sachs SP500 Flows & Positioning 14/7/26
Institutional Insights: Goldman Sachs SP500 Flows & Positioning 14/7/26

GS Positioning Recap — Cleaner, but Not Yet Durable Risk-OnThe consolidated positioning picture suggests the market has de-risked enough to create cleaner upside optionality, but the quality of demand...

Institutional FX Insights: JPMorgan Trading Desk View 13/7/26
Institutional FX Insights: JPMorgan Trading Desk View 13/7/26

JPM G10 FX DailyEUR / USD: Middle East Noise, But CPI and Fed Speak Matter MoreNo surprise that most focus will be on the additional strikes over the weekend.We are moving further away from the...

E-mini SP500 Weekly Live Market & Trade Analysis 13/7/26
E-mini SP500 Weekly Live Market & Trade Analysis 13/7/26

E-mini SP500 Weekly Live Market & Trade Analysis 13/7/26Real-time actionable analysis on futures markets, with a specific focus on E-mini S&P500 action areas & price objectives for the...