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Institutional Insights: Goldman Sachs
Institutional Insights: Goldman Sachs "Our Thoughts On Nvidia'

GOLDMAN SACHS EQUITY RESEARCH BRIEFING: NVIDIA CORP. (NVDA) — LEADERSHIP TRANSITION, MULTIPLE COMPRESSION & BUY RATING REITERATIONLEADERSHIP TRANSITION TRIGGERS MULTIPLE COMPRESSION TO ~10X CY27...

Institutional Insights: Goldman Sachs 'Earnings Test Versus Positioning'
Institutional Insights: Goldman Sachs 'Earnings Test Versus Positioning'

WEEKLY MACRO & POSITIONING BRIEFING: MONDAY MORNING "GREEN DOT" SETUPDesk Analysis: Global Banking & Markets FICC & EquitiesTHE TAKE: EARNINGS TEST VS. EXTREME POSITIONING...

TLT Downside Targets & Implied 10Y Yield Read-Throughs
TLT Downside Targets & Implied 10Y Yield Read-Throughs

TLT Downside Targets & Implied 10Y Yield Read-ThroughsTO REVIEW THE TECHNICAL CHART, CLICK HERETLT Downside Targets & Implied 10Y Yield Read-ThroughsTLT Target 1: 63.5 | Implied 10Y Yield:...

Institutional Insights: JPMorgan US Mid Terms Trading Update
Institutional Insights: JPMorgan US Mid Terms Trading Update

JPMORGAN US MARKET INTELLIGENCE: 2026 MIDTERM ELECTION BRIEFINGSource Document: J.P. Morgan Data Assets & Alpha Group (Andrew Tyler et al.)Publication Date: September 30, 2026THE TAKE: BLUE WAVE...

Institutional Insights: AI & Tech Face Another Test
Institutional Insights: AI & Tech Face Another Test

THE TAKE: TECH LONGS FACE A NEW AI & MACRO STRESS TESTThe AI narrative took an unexpected turn over the weekend following Dario Amodei’s essay advocating for a slower pace of frontier-model...

Institutional Insights: Standard Chartered Weekly Market View
Institutional Insights: Standard Chartered Weekly Market View

Cross-Asset Strategy — Equities Break Out, but Don’t Re-Concentrate the PortfolioThe strategy note is constructively risk-on: major equity indices have broken out of recent ranges, supported by strong...

Institutional FX Insights: JPMorgan Trading Desk Views 17/7/26
Institutional FX Insights: JPMorgan Trading Desk Views 17/7/26

JPM G10 FX DailyEUR / USD: Yields at Post-CPI Lows Undercut the USD TradeAnother night of attacks in Iran has not really moved oil much.But risk is softer as tech suffers.That has dragged US 2yr...

Institutional FX Insights: JPMorgan Trading Desk Views 14/7/26
Institutional FX Insights: JPMorgan Trading Desk Views 14/7/26

JPM G10 FX DailyEUR / USD: Waller Raises the Stakes for CPIThings in Iran are really heating up again.We are certainly starting to question the underlying TACO assumption that has underpinned recent...

Institutional FX Insights: JPMorgan Trading Desk View 13/7/26
Institutional FX Insights: JPMorgan Trading Desk View 13/7/26

JPM G10 FX DailyEUR / USD: Middle East Noise, But CPI and Fed Speak Matter MoreNo surprise that most focus will be on the additional strikes over the weekend.We are moving further away from the...