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Investment Bank Outlook

Institutional FX Insights: Deutsche Bank ' Where are the AI FX tails widest'
Institutional FX Insights: Deutsche Bank ' Where are the AI FX tails widest'

The Micro Macro SetupWidespread AI integration is driving the marginal cost of cognitive labor toward zero. To trade this, we evaluated 30 major currencies across two vectors: labor market...

Institutional Inisghts: Goldman Sachs
Institutional Inisghts: Goldman Sachs "Jackson Hole, Buybacks & Mid Terms Seasonality"

US equities staged a modest, low-volume rally, led by Technology and Communication Services, while Energy lagged. European equities ended virtually flat. The core narrative remains systemic option...

S&P500 Daily Action Areas & Price Targets 26/8/26
S&P500 Daily Action Areas & Price Targets 26/8/26

S&P500 Daily Action Areas & Price Targets 26/8/26***QUOTING ES1! FOR CASH US500 EQUIVALENT LEVELS, SUBTRACT POINT DIFFERENCE***SPX PUT/CALL RATIO 1.10 (The numbers reflect options traded...

S&P500 Daily Action Areas & Price Targets 25/8/26
S&P500 Daily Action Areas & Price Targets 25/8/26

S&P500 Daily Action Areas & Price Targets 25/8/26***QUOTING ES1! FOR CASH US500 EQUIVALENT LEVELS, SUBTRACT POINT DIFFERENCE***SPX PUT/CALL RATIO 1.13 (The numbers reflect options traded...

Institutional Insights: Goldman Sachs ' Gold Futures Record 3 Weeks of Buying'
Institutional Insights: Goldman Sachs ' Gold Futures Record 3 Weeks of Buying'

Record Speculative Buying in Gold Meets Jackson Hole RiskGold futures recorded a historic nominal buying surge over a 3-week window ($22.2bn from July 28 to August 18), pushing net speculative...

S&P500 Daily Action Areas & Price Targets 24/8/26
S&P500 Daily Action Areas & Price Targets 24/8/26

S&P500 Daily Action Areas & Price Targets 24/8/26***QUOTING ES1! FOR CASH US500 EQUIVALENT LEVELS, SUBTRACT POINT DIFFERENCE***SPX PUT/CALL RATIO 1.13 (The numbers reflect options traded...

Institutional Insights: Deutsche Bank Investor Flows & Positioning Update 24/8/26
Institutional Insights: Deutsche Bank Investor Flows & Positioning Update 24/8/26

Investor Positioning Strategy Update and Flows: Another Post-Earnings Season LullThe market is currently in the seasonal post-earnings "middle lull" period for the S&P 500—historically a...

S&P500 Daily Action Areas & Price Targets 19/8/26
S&P500 Daily Action Areas & Price Targets 19/8/26

S&P500 Daily Action Areas & Price Targets 19/8/26***QUOTING ES1! FOR CASH US500 EQUIVALENT LEVELS, SUBTRACT POINT DIFFERENCE***SPX PUT/CALL RATIO 1.28 (The numbers reflect options traded...

Institutional FX Insights: SEB ' Big Picture FX carry vs what it would take to get FX trends'
Institutional FX Insights: SEB ' Big Picture FX carry vs what it would take to get FX trends'

Big Picture FX — Carry Still Wins in a Range, But the Next Disruptive Trend Is More Likely Short USDThe core FX message is that the market remains remarkably range-bound despite major macro...