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Market Insight

FTSE Caps Volatile Week with Gains
FTSE Caps Volatile Week with Gains

FTSE Caps Volatile Week with Gains as Easing Oil and Yields Boost Mining and TechLondon shares rose on Friday as easing oil prices and a retreat in gilt yields lifted market sentiment, allowing the...

Institutional FX Insights: Credit Agricole FX Weekly 9/10/26
Institutional FX Insights: Credit Agricole FX Weekly 9/10/26

1. French Fiscal Risks & EUR DynamicsBudget Debate & Ratings Horizon: The French National Assembly formally reviews the 2027 draft budget next Tuesday, setting up intense parliamentary...

Institutional Insights: BofA Low Breadth A feature Not A Bug
Institutional Insights: BofA Low Breadth A feature Not A Bug

EQUITY DERIVATIVES & VOLATILITY BRIEFING: BofA GLOBAL EQUITY VOLATILITY INSIGHTS (GEVI)Source Document: Bank of America Merrill Lynch Global Research (Benjamin Bowler, Nitin Saksena, Arjun Goyal...

Daily Market Outlook, October 7, 2026
Daily Market Outlook, October 7, 2026

Daily Market Outlook, October 7, 2026Patrick Munnelly, Partner: Market Strategy, Tickmill GroupMunnelly’s Macro Missive - Asia Fades The Rally As Oil Keeps Rates On EdgeAsian equities slipped on...

FTSE Sinks as Surging Oil and Yields Drag Banks and Utilities
FTSE Sinks as Surging Oil and Yields Drag Banks and Utilities

FTSE Sinks as Surging Oil and Yields Drag Banks and UtilitiesThe U.K. stock market’s benchmark FTSE 100 slipped into negative territory on Wednesday, weighed down by climbing crude oil prices and...

Institutional Insights: Goldman Sachs US Flows & Themes 6/10/26
Institutional Insights: Goldman Sachs US Flows & Themes 6/10/26

EQUITY & VOL DESK BRIEFING: US EQUITIES SEEING GREEN & TMT POSITIONING RECAPTHE TAKE: TECH LEADERSHIP & TMT RE-RISKING DRIVE TAPE HIGHERUS equity benchmarks closed higher across major...

TLT Downside Targets & Implied 10Y Yield Read-Throughs
TLT Downside Targets & Implied 10Y Yield Read-Throughs

TLT Downside Targets & Implied 10Y Yield Read-ThroughsTO REVIEW THE TECHNICAL CHART, CLICK HERETLT Downside Targets & Implied 10Y Yield Read-ThroughsTLT Target 1: 63.5 | Implied 10Y Yield:...

Institutional Insights: JPMorgan US Mid Terms Trading Update
Institutional Insights: JPMorgan US Mid Terms Trading Update

JPMORGAN US MARKET INTELLIGENCE: 2026 MIDTERM ELECTION BRIEFINGSource Document: J.P. Morgan Data Assets & Alpha Group (Andrew Tyler et al.)Publication Date: September 30, 2026THE TAKE: BLUE WAVE...

Institutional Insights: Goldman Sachs SP500 Positioning & Key Levles 29/9/26
Institutional Insights: Goldman Sachs SP500 Positioning & Key Levles 29/9/26

EQUITY POSITIONING & DERIVATIVES DESK BRIEFINGTHE TAKE: SYSTEMATIC BUYING ATTEMPT VS. RECORD PENSION REBALANCING SELL SUPPLYGlobal positioning metrics highlight a major structural tug-of-war...