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Stocks

Institutional Insights: JPMorgan Trading NFP's
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...

Stocks Rallying on Ceasefire News
Stocks Rallying on Ceasefire News

Stocks Ending Week HigherUS stocks are ending the week firmly higher with the market buoyed by news of the 60-day ceasefire extension between the US and Iran and the weaker-than-forecast core PCE data...

S&P Futures Hit Fresh Record Highs
S&P Futures Hit Fresh Record Highs

Stocks Pushing HigherUS stocks are on watch today with the S&P futures breaking out to fresh record highs earlier in the session before cooling slightly, though still in the green for the day....

Institutional Insights: Goldman Sachs
Institutional Insights: Goldman Sachs "Mega IPO's'

IPO Wave: Large Supply Coming, but History Says Mega IPOs Are Not a Market ProblemA potential wave of high-profile IPOs is coming back into focus, with Goldman expecting roughly 100 IPOs totaling...

Institutional Insights: Goldman Sachs Nvidia Earnings 20/5/26
Institutional Insights: Goldman Sachs Nvidia Earnings 20/5/26

Nvidia Corp. (NVDA): 1Q Preview: Focus on upside to $1 trillion datacenter guidance, plus implications of Agentic AIGoldman Sachs anticipates Nvidia will report a strong 1Q, likely exceeding...

US Stocks Rise Despite Hot Inflation
US Stocks Rise Despite Hot Inflation

US Inflation Jumps AgainUS stocks are pushing higher today despite hotter-than-expected US inflation yesterday and ongoing uncertainty around US/Iran peace talks. Yesterday, US CPI was seen pushing up...

AUDUSD, BABA & MCHI Daily Trade Setups
AUDUSD, BABA & MCHI Daily Trade Setups

AUDUSD, BABA & MCHI Daily Trade SetupsIn this update we review the recent price action in China proxies AUDUSD, Alibaba and the MCHI China ETF and identify the next high-probability trading...

Institutional Insights: Societe Genrale - ETF Positioning
Institutional Insights: Societe Genrale - ETF Positioning

ETF Flows: Cautious Rebuild, Not a Full Risk-On ResetApril ETF flows show a partial recovery in risk appetite after March’s war-driven de-risking, but the rebound was still selective rather than...

Institutional Insights: Goldman Sachs - Trading Notes Into MegaCap Prints
Institutional Insights: Goldman Sachs - Trading Notes Into MegaCap Prints

Mega-Cap Tech Earnings Preview: Generals Set the ToneA major slate of mega-cap tech earnings is ahead, with GOOGL roughly 6% of the S&P 500, MSFT 5%, AMZN 4%, and META 2.5% all reporting Wednesday...