JPM Treasury Client Survey (W/e Feb 17th): All client net longs falls to 7 from 9, Active clients unchanged
The decline in net longs among JPMorgan's Treasury clients, from 9 to 7, indicates a diminishing bullish sentiment towards Treasuries over the past week.
Japanese PM Takaichi does not comment on the details relating to her meeting with BoJ Governor Ueda; will not comment of FX and market moves
Libya has reportedly brought in western companies to supply fuel as part of a broader industry overhaul, according to sources
JPM Treasury Client Survey (W/e Feb 17th): All client net longs falls to 7 from 9, Active clients unchanged
Around 10 borrowers are preparing US IG bond sales for Wednesday, according to a Bloomberg survey
US PRE-MARKET MOVERS: META, NVDA, PANW, CDNS, MRNA, VRSK, GPN, DINO, APLD, NYT, GLBE, WING, MCW, PLTR
Open the platform and use it. The whole workspace is free to try, with no signup and no card. When you want the headlines arriving live instead of on a delay, Newsquawk Pro is £24.99 for 7 days.
All clients (Feb. 17 vs. Feb. 9)
- Long: 22 (prev. 24)
- Neutral: 63 (prev. 61)
- Short: 15 (prev. 15)
- Net longs: 7 (prev. 9)
Active Clients
- Long: 44 (prev. 44)
- Neutral: 45 (prev. 45)
- Short: 11 (prev. 11)
- Net longs: 33 (prev. 33)
While total longs also decreased, the stability in active clients suggests some underlying resilience; however, this shift may imply cautious positioning ahead of potential market-moving events or economic data releases that could impact interest rates and bond yields.
Related headlines
- JPMorgan (JPM) reduced lending to Jane Street for bond trading in 2025 as the US bank pushed into bond trading, according to FT15 hours ago
- EUROPEAN OPEN: EZJ LN & ITH LN join FTSE 100, ENT LN & PSN LN to leave; DTE GY faces Elliott push against TMUS merger; VOD LN to launch first UK TV service; SHEL LN acquires BP/ LN stakes in offshore blocks5 hours ago
- TREASURY WRAP: T-NOTE FUTURES (Z6) SETTLE 1 TICK HIGHER AT 107-1317 hours ago
- US Daily Equity Opening News - MSFT to report quarterly Azure sales; AVGO slips on outlook; HPE falls amid supply constraints; VRNS in take-private talks; Elliott urges DTEGY to reconsider TMUS merger; DEC to acquire Birch Resources for USD 1.8bln4 hours ago
- [MARKET ANALYSIS] Crude takes a breather after a choppy mid-week; metals mixed4 hours ago
- [MARKET ANALYSIS] Yields slip off best levels as energy benchmarks edge lower; JGBs in focus following a GPIF meeting and BoJ sources4 hours ago
- [MARKET ANALYSIS] Asia-Pac stocks took impetus from the rebound on Wall St as yields eased9 hours ago
- Newsquawk Daily Asia-Pac Opening News - 3rd September 202614 hours ago
- Newsquawk US Market Wrap: Stocks bid with yields and oil little changed16 hours ago
- Bank of America (w/e Aug 29) Total Card Spending +3.7% Y/Y (prev. +5% in July); add that, on balance, the robust spending growth in August is consistent with the view that the slump in July was a blip4 hours ago
- Barclays upgrades European Insurance sector to Market Weight from Underweight 4 hours ago
- PRIMER - Today’s Fedspeak includes: Waller, Hammack, Goolsbee1 hour ago
- US FX WRAP: Yen surges on no headline catalyst, with Kiwi weighed post-RBNZ17 hours ago
- White House Envoy Witkoff met last weekend with the UAE's national security adviser to discuss next steps on Iran, according to Axios14 hours ago
- Meta (META) has launched WhatsApp bill payments in India, which will integrate 22,722 billers27 min ago
- Nvidia (NVDA) confirms it is to acquire Hugging Face for USD 12.93bln; Hugging Face will remain an open platform39 min ago
- US President Trump clarifies that Commerce Secretary Lutnick had Venezuela on his mind when he said nobody was killed, adds that 18 people were killed in Iran1 hour ago
- GE Vernova (GEV) supplies 16 turbines for ESB's 96 MW Chleansaid wind farm in Scottish highlands1 hour ago
- Campbell's (CPB) Q4 2026 (USD): Adj. EPS 0.39 (exp. 0.40), revenue 2.14bln (exp. 2.15bln). Cuts quarterly dividend to accelerate debt reduction 1 hour ago
- US President Trump posts image of 20mln BPD through the Hormuz vs. 18mln BPD before1 hour ago
The whole workspace, free to try.
Try it free