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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: AI & Tech Face Another Test
Institutional Insights: AI & Tech Face Another Test

THE TAKE: TECH LONGS FACE A NEW AI & MACRO STRESS TESTThe AI narrative took an unexpected turn over the weekend following Dario Amodei’s essay advocating for a slower pace of frontier-model...

Institutional Insights: Standard Chartered Weekly Market View
Institutional Insights: Standard Chartered Weekly Market View

Cross-Asset Strategy — Equities Break Out, but Don’t Re-Concentrate the PortfolioThe strategy note is constructively risk-on: major equity indices have broken out of recent ranges, supported by strong...

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...

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 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...

Institutional FX Insights: JPMorgan Trading Desk Views 10/7/26
Institutional FX Insights: JPMorgan Trading Desk Views 10/7/26

JPM G10 FX DailyEUR: Relief From Panic, But Still an Uneasy Steady StateThere has been some relief from Wednesday’s panic extremes.As expected, the Middle East situation remains fluid with no...

Institutional Insights: Goldman Sachs D1 Flows & Positioning Notes 8/7/26
Institutional Insights: Goldman Sachs D1 Flows & Positioning Notes 8/7/26

This is a violent momentum unwind, not yet a broad market breakdown. The important distinction is that the S&P is still close to highs, equal-weight and S&P ex-AI are holding up, and breadth...