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Investment Bank Outlook

Institutional Insights: Goldman Sachs, Thanksgiving Flow of Funds

Institutional Insights: Goldman Sachs, Thanksgiving Flow of FundsGS Tactical Flow-of-Funds: Family FOMO Family FOMO tends to kick-in around the Thanksgiving dinner table watching the parade and...

Institutional Insights: Standard Chartered on Bitcoin

Institutional Insights: Standard Chartered on BitcoinThe retracement from Friday’s all-time high just below 100k has been aggressive, particularly over the last 24 hours. I think the catalyst...

Institutional Insights - FX Month End Rebalancing 26/11/24

Institutional Insights - FX Month End Rebalancing The model-driven month-end FX hedge rebalancing expectations are being released by banksDeutsche Bank is indicating that there may be a supply of USD....

Institutional Insights: Societe Generale Monday Briefing

Institutional Insights: Societe Generale Monday BriefingRisk on, UST yields and dollar retreat, 2s/10s curve reinverts after President-elect Trump picks Scott Bessent as Treasury Secretary. Bessent...

Institutional Insights - Credit Agricole FX Weekly

Cherry picking turning sour? Investors have been ebullient post President-elect Donald Trump’s victory and the Republican red wave in US Congress. They appear to be cherry picking what they like...

Institutional Insights - BofA Client Survey

Institutional Insights - BofA Client SurveyAccelerating equity inflows • Biggest inflows in 8 weeks: Last week (S&P 500 -2.1%), BofA Securities clients were net buyers of US equities (+$4.9B) for...

Institutional Insights - Credit Agricole USD: 2025 not a 2018-Redux

Credit Agricole - USD: 2025 not a 2018-redux Donald Trump’s victory at the 5 November US elections has revived the theme of USD exceptionalism. In particular, the mix of fiscal stimulus and trade...

Institutional Insights - Goldman Sachs SP500 CPI Scenario Analysis

Institutional Insights - Goldman Sachs SP500 CPI Scenario AnalysisGS Research: We expect a 0.31% increase in October core CPI (vs. 0.3% consensus), corresponding to a year-over-year rate of 3.30% (vs....

Institutional Insights - Goldman Sachs Flow of Funds Trump 2.0

GS Tactical Flow-of-Funds: Year-End Rally 2.0 According to the Goldman Sachs flow guru Scott Rubner, his note on Wednesday was the most replied to email that he has sent in the last 20 plus years,...