REAL TIME NEWS
Loading...

Market Insight

FX Options Insights 22/05/25

FX Options InsightsIn an unpredictable world, the FX options market often offers more information about macro sentiment than spot FX. While spot prices reflect the latest transactions, FX options...

Institutional Insights: Nomura Cross-Asset: LONG-END AND USD BLEEDING EQUITIES JOY

Nomura Cross-Asset: LONG-END AND USD BLEEDING EQUITIES JOYMacroeconomic dysfunction re-emerged as the U.S. equities narrative on the "right side" of the distribution gained momentum, with...

FX Options Insight 21/05/25

FX options serve as a crucial indicator of market sentiment and directional risk due to their forward-looking nature and responsiveness to volatility expectations. Recent market movements have pointed...

Institutional Insights: BofA - Investor Sentiment: Risk-Love

Investor Sentiment: Risk-LoveAs is often the case, the Global Equity Risk-Love Indicator has rebounded sharply from its deep panic levels (9th percentile) observed in early April. This recovery was...

Institutional Insights: Goldman Sachs - SP500 Positioning and Key Levels 20/05/25

US Equity Positioning and Key LevelsFICC and Equities19 May 2025 |Consolidated Recap of GS Positioning MetricsSummary:1. CTA Corner: - Systematic macro investors have repurchased approximately $165...

FX Options Insights 20/05/25

FX Options InsightsImplied volatility for FX options has become more negatively correlated with the USD, easing from Monday's peaks as the recent dollar's decline stabilises. Nevertheless,...

FX Options Insight 19/05/25

FX Options InsightThe price movements in the FX options market indicate a growing risk appetite and a more stable FX approach, while also acknowledging the potential for increased USD weakness,...

Institutional Insights: Credit Agricole FX Weekly 16/05/25

90 days to save the world (and the USD)Since last November, FX investors have shifted from fully endorsing US exceptionalism to cautiously testing an almost universal "sell America" trade,...

FX Options Insight 16/05/25

FX Options Insight Recent movements in foreign exchange markets indicate a cautious consolidation phase, with a persisting bearish outlook for the USD across multiple currency pairs. Implied...