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Investment Bank Outlook

Institutional Insights: Goldman Sachs 'Dollar & Commodity Volatility'
Institutional Insights: Goldman Sachs 'Dollar & Commodity Volatility'

Last week experienced significant movements across various assets, especially in precious metals. Gold and Silver saw sharp corrections, with Gold dropping 11% and Silver plummeting by 31%, marking...

SP500 LDN TRADING UPDATE 3/2/26
SP500 LDN TRADING UPDATE 3/2/26

SP500 LDN TRADING UPDATE 3/2/26WEEKLY & DAILY LEVELS***QUOTING ES1! FOR CASH US500 EQUIVALENT LEVELS, SUBTRACT POINT DIFFERENCE***WEEKLY BULL BEAR ZONE 6859/69WEEKLY RANGE RES 7058 SUP 6869FEB...

Institutional FX Insights: JPMorgan Trading Desk Views 2/2/26
Institutional FX Insights: JPMorgan Trading Desk Views 2/2/26

What’s driving markets separating “story” from “flow/positioning.”Narrative catalysts (headlines)Warsh news: market blaming it; the author thinks the impact is less about hawkish rates (rates...

Institutional Insights: Nomura Cross-Asset 'Trend Shock..'
Institutional Insights: Nomura Cross-Asset 'Trend Shock..'

Nomura Cross Asset Management - US equity indices (SPX / NDX / QQQ / RUT)** actionable positioning, hedging, and triggers.---## 1) Market regime implication: crowded-long + low-vol dependenceThe...

SP500 LDN TRADING UPDATE 29/1/26
SP500 LDN TRADING UPDATE 29/1/26

SP500 LDN TRADING UPDATE 29/1/26WEEKLY & DAILY LEVELS***QUOTING ES1! FOR CASH US500 EQUIVALENT LEVELS, SUBTRACT POINT DIFFERENCE***WEEKLY BULL BEAR ZONE 6880/70WEEKLY RANGE RES 7065 SUP 6928FEB...

Daily Market Outlook 29/1/26
Daily Market Outlook 29/1/26

Daily Market Outlook 29/1/26Patrick Munnelly, Partner: Market Strategy, Tickmill GroupMunnelly’s Macro Minute…As the US dollar weakens and geopolitical tensions rise, investors are gravitating towards...

Institutional FX Insights: JPMorgan Trading Desk Views 29/1/26
Institutional FX Insights: JPMorgan Trading Desk Views 29/1/26

Macro/regime messageThe report keeps the same regime call as the prior day, just with more tactical caution:Underlying trends intact: metals/commodities “ripping” → ToT boost for AUD/NZD and other...

Institutional FX Insights: JPMorgan Trading Desk Views 28/1/26
Institutional FX Insights: JPMorgan Trading Desk Views 28/1/26

Big picture: what changedThe report frames this week as a potential “gear shift” in the USD story:Volatility has risen sharply; price action is being amplified by cash + options flows.Trump’s comments...

SP500 LDN TRADING UPDATE 28/1/26
SP500 LDN TRADING UPDATE 28/1/26

SP500 LDN TRADING UPDATE 28/1/26WEEKLY & DAILY LEVELS***QUOTING ES1! FOR CASH US500 EQUIVALENT LEVELS, SUBTRACT POINT DIFFERENCE***WEEKLY BULL BEAR ZONE 6880/70WEEKLY RANGE RES 7065 SUP 6928FEB...