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Quickly Forgotten and Suddenly Back
A weekly look at what matters and how to trade it. (December 1st)
Dec 1
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AP Research
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6
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APFX - Institutional Research
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Global Primer Series: Corporate Bonds
Corporate bonds are the backbone of how companies borrow money.
Nov 28
•
AP Research
55
2
9
Winter Rally Expectations Run Cold
A weekly look at what matters and how to trade it. (November 24th)
Nov 24
•
AP Research
19
1
6
Hedges Earn Their Keep
That stock that holds the economy up, labor market data is finally here, and JGBs.
Nov 21
•
AP Research
23
1
7
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AP Research
Global macro perspectives and multi-asset strategy from a discretionary investment team.
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Primers
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Global Primer Series: Corporate Bonds
Corporate bonds are the backbone of how companies borrow money.
Nov 28
•
AP Research
55
2
9
Global Primer Series: SOFR Options
Understanding SOFR options and trading.
Sep 28
•
AP Research
68
2
16
Global Primer Series: Volatility Products
The risk measure that moves every other market.
Aug 17
•
AP Research
41
1
13
Global Primer Series: Credit Default Swaps
The derivative at the heart of modern credit risk transfer.
Jun 15
52
11
18
Week Ahead
View all
Quickly Forgotten and Suddenly Back
A weekly look at what matters and how to trade it. (December 1st)
Dec 1
•
AP Research
15
1
6
Winter Rally Expectations Run Cold
A weekly look at what matters and how to trade it. (November 24th)
Nov 24
•
AP Research
19
1
6
Stress Rising in the Shadows
A weekly look at what matters and how to trade it. (November 17th)
Nov 17
•
AP Research
28
9
Pricing for Pefection
A weekly look at what matters and how to trade it. (November 10th)
Nov 10
•
AP Research
22
3
7
Market Memo
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Hedges Earn Their Keep
That stock that holds the economy up, labor market data is finally here, and JGBs.
Nov 21
•
AP Research
23
1
7
Signs for Selective Shorts
Our cross-asset hedge basket for year-end.
Nov 16
•
AP Research
14
7
Signals from the Commodity Curve
Musing on commodities and ideas for exposure.
Nov 13
•
AP Research
25
1
7
Not the Obvious Trade
Musing on the markets following: earnings, AI, and single stock catalysts.
Nov 6
•
AP Research
23
5
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