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Investment Bank Outlook

Institutional FX Insights: JPMorgan Trading Desk Views 23/6/26
Institutional FX Insights: JPMorgan Trading Desk Views 23/6/26

JPM G10 FX DailyEUR: Hard for USD to Keep Going Without DataMy thinking is that it will be hard for the dollar to go straight up purely on continued Fed enthusiasm unless the data corroborates the...

Institutional Insights: Deutsche Bank Flows & Positioning 22/6/26
Institutional Insights: Deutsche Bank Flows & Positioning 22/6/26

Equity positioning has bounced back quickly after last week’s sharp, narrow unwind, moving from modestly underweight to slightly above neutral at 0.05 standard deviations, or the 42nd percentile. That...

Institutional FX Insights: JPMorgan Trading Desk Views 22/6/26
Institutional FX Insights: JPMorgan Trading Desk Views 22/6/26

JPM G10 FX DailyEUR: Fed and MOU Dust Settles, But Confirmation Is LackingThe dust has settled a bit after the Fed and Middle East fallout last week.For the Fed, the issue is straightforward: the...

S&P500 Daily Action Areas & Price Targets 22/6/26
S&P500 Daily Action Areas & Price Targets 22/6/26

S&P500 Daily Action Areas & Price Targets 22/6/26***QUOTING ES1! FOR CASH US500 EQUIVALENT LEVELS, SUBTRACT POINT DIFFERENCE***WEEKLY BULL BEAR ZONE 7560/50WEEKLY RANGE RES 7692 SUP...

S&P500 Daily Action Areas & Price Targets 19/6/26
S&P500 Daily Action Areas & Price Targets 19/6/26

S&P500 Daily Action Areas & Price Targets 19/6/26***QUOTING ES1! FOR CASH US500 EQUIVALENT LEVELS, SUBTRACT POINT DIFFERENCE***WEEKLY BULL BEAR ZONE 7365/75WEEKLY RANGE RES 7635 SUP...

Institutional Insights: CIti Global FX Strategy ' USD To Chase or Wait'
Institutional Insights: CIti Global FX Strategy ' USD To Chase or Wait'

Global FX Strategy — DXY: To Chase or Wait?that markets are now pricing in a higherCiti’s Take — Top PointsFOMC was hawkish. Warsh was not explicitly forward-guiding, but the committee was hawkish...

Institutional FX Insights: HSBC 'Embracing A Stronger USD'
Institutional FX Insights: HSBC 'Embracing A Stronger USD'

HSBC FX Strategy — Re-Embracing a Stronger USDTop TakeawaysJune FOMC is the catalyst for a stronger USD view. The meeting delivered the key ingredient needed to re-embrace broad USD strength after...

Institutional FX Insights: JPMorgan Trading Desk Views 18/6/26
Institutional FX Insights: JPMorgan Trading Desk Views 18/6/26

JPM G10 FX DailyEUR: Ask the Task Force“Ask the task force.”I was tempted to leave it at that this morning.The committee is hawkish, that is clear. So the first leg of dollar strength made sense.Where...

S&P500 Daily Action Areas & Price Targets 18/6/26
S&P500 Daily Action Areas & Price Targets 18/6/26

S&P500 Daily Action Areas & Price Targets 18/6/26***QUOTING ES1! FOR CASH US500 EQUIVALENT LEVELS, SUBTRACT POINT DIFFERENCE***WEEKLY BULL BEAR ZONE 7365/75WEEKLY RANGE RES 7635 SUP 7360June...