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Investment Bank Outlook

Institutional Insights: Goldman Sachs Flow of Funds 'Tricks Before Treats'

GS Flow of Funds: Tricks Before TreatsWatch for volatile price movements as we approach month-end: The latter half of October often experiences turbulent trading, driven by dealer short gamma...

Institutional Insights: Deutsche Bank Investor Flows & Positioning 20/10/25

Equity positioning has taken a significant hit since last Friday, shifting from moderately overweight to neutral (-0.01 standard deviations, 40th percentile). This marks the largest weekly reduction...

Institutional Insights: Credit Agricole 'Gold: The Ultimate Safe Have & Our Forecasts'

Institutional Insights: Credit Agricole 'Gold: The Ultimate Safe Have & Our Updated Forecasts'One notable characteristic of FX markets in 2025 has been the surge in gold prices across...

Institutional Insights: Citadel Global Markets Insights Oct´25

Global Market Insights October Takeaways ✅ 🚀 Theme: Structural Bull; Tactical October Fragility Persists - Structural Bull: Retail demand, corporate buybacks, passive inflows, and AI-driven themes...

Institutional Insights: Citi CTA Update Positioning & Key Levels

Institutional Insights: Citi CTA Update Positioning & Key LevelsCiti CTA UpdateMain Takeaways: Commodity Trading Advisors (CTAs) are being signalled to buy global duration and the U.S. dollar due...

FX Options Insights 15/10/25

Foreign exchange (FX) option implied volatility has eased back from the peaks reached earlier this week. A slight return of calm and an uptick in risk appetite have improved sentiment across FX...

Institutional Insights: Societe Generlae ¨All that glitters is fear: Gold's ascent to $5000'

All that shines is fear: the rise of gold towards $5,000/oz seems more likely than ever. Last week, gold prices hit $4,042/oz, only $276/oz shy of our optimistic Q426 forecast of $4,318/oz released...

Institutional Insights: Goldman Sachs 'All that Glitters is Gold (and Silver)

Goldman Sachs structured summary of the global fund flows for the week ending October 8:---## Key Highlights### Equities- Global equity funds:    Net inflows remained solid but slowed to +$20bn (from...

Institutional FX Insights: JPMorgan Trading Desk Views 10/10/25

The towel-throwing persists, more widespread and frantic today in the FX space compared to yesterday, despite our flows being slightly less pronounced than on Wednesday. Could this be a sign of final...