Subscribe
Sign in
Home
Primers
Thematics
Week Ahead
Market Memo
Macro Monitor
About
Out of Consensus
The 2026 Year Ahead.
Dec 19
•
AP Research
30
2
9
Links
Twitter
APFX - Institutional Research
Recent posts
View all
A Familiar AI Wobble
A weekly look at what matters and how to trade it. (December 15th)
Dec 15
•
AP Research
17
5
Divided We Stand, United We Fall
What markets have priced and mispriced post-FOMC.
Dec 11
•
AP Research
33
3
8
The Last Week That Matters in 2025
A weekly look at what matters and how to trade it. (December 8th)
Dec 8
•
AP Research
19
2
7
See all
AP Research
Global macro perspectives and multi-asset strategy from a discretionary investment team.
Subscribe
Primers
View all
Global Primer Series: Corporate Bonds
Corporate bonds are the backbone of how companies borrow money.
Nov 28
•
AP Research
62
2
10
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
42
1
13
Global Primer Series: Credit Default Swaps
The derivative at the heart of modern credit risk transfer.
Jun 15
54
11
19
Week Ahead
View all
A Familiar AI Wobble
A weekly look at what matters and how to trade it. (December 15th)
Dec 15
•
AP Research
17
5
The Last Week That Matters in 2025
A weekly look at what matters and how to trade it. (December 8th)
Dec 8
•
AP Research
19
2
7
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
Market Memo
View all
Divided We Stand, United We Fall
What markets have priced and mispriced post-FOMC.
Dec 11
•
AP Research
33
3
8
Hunting Reversal Trades
Finding opportunity in window-dressing selloffs
Dec 4
•
AP Research
23
6
7
Hedges Earn Their Keep
That stock that holds the economy up, labor market data is finally here, and JGBs.
Nov 21
•
AP Research
26
1
8
Signs for Selective Shorts
Our cross-asset hedge basket for year-end.
Nov 16
•
AP Research
14
7
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
