Market Analysis - Tickmill Expert Blog - Forex Traders Blog

Institutional insights: Goldman Sachs SP500 Positioning & Key Levels 9/6/26

Prime Flows and Buybacks: Big Weekly Net Buying, Friday De-Risking, and Still-Active Corporate DemandThe latest flow data show a market that is not broadly de-risking, even though Friday’s price...

Institutional FX Insights: JPMorgan Trading Desk Views 9/6/26

JPM G10 FX Daily ## EUR: USD in G10, EM Carry on the Other SideA few things are on my mind this morning.First, the Middle East. It is clear Trump does not want to re-escalate, given how quickly he...

Institutional Insights: Deutsche Bank Investor Flows & Positioning Update 8/6/25

Rotation On Cue: Choppier Grind Higher, Less Mega-Cap Tech LeadershipThe latest positioning and flows framework argues that the market is behaving largely as expected: the setup favored a slower,...

Institutional FX Insights: HSBC Trading Desk Views 8/6/26

HSBC Americas FX Morning Bullets 8 June 2026Top Takeaways- USD: The dollar is not doing much in G10 despite heavy geopolitical headlines. The market looks more focused on cyclical drivers and the Fed...

Institutional Insights: BNPP 'SpaceX - How To Trade It'

The key message is that the expected SpaceX IPO is being framed less as a simple single-name listing and more as a major market-liquidity event. If it becomes the largest IPO ever, the deal will not...

Institutional FX Insights: JPMorgan trading Desk Views 4/6/26

JPM G10 FX Daily ## EUR: Dollar Setup Improving, But Still Not Chase ModeFamiliar story.US data remains sound, and the dollar is grinding higher without much fanfare. Markets are still wary of some...

Institutional Insights: Credit Agricole "Risk Index - Investors Remain Confident'

Investor confidence remains resilient despite the ongoing US-Iran impasse and continued exchange of fire. The Risk Index has fallen to -0.7343 from -0.7171 last week, reaching its lowest level in more...

Institutional FX Insights: JPMorgan Trading Desk Views 3/6/26

JPM G10 FX DailyEUR: Dollar Setup Is Improving, But Payrolls Still LoomI have to admit, things are starting to look reasonably positive for the greenback.US data continues its solid run. JOLTS was not...

Institutional Insights: JPMorgan Trading NFP's

JPM’s US Market Intelligence NFP framework frames Friday’s payrolls report as important, but not dominant, because Middle East uncertainty and broader macro/geopolitical risk are still competing for...