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Pricing for Pefection
A weekly look at what matters and how to trade it. (November 10th)
Nov 10
•
AP Research
19
3
Recent posts
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Word on the Street
BofA on AI impacting the USD, Barclays on EM debt and nuclear, MUFG call for BoJ hike.
Nov 9
•
AP Research
17
Not the Obvious Trade
Musing on the markets following: earnings, AI, and single stock catalysts.
Nov 6
•
AP Research
22
The Seasonal Melt-Up
A weekly look at what matters and how to trade it. (November 3rd)
Nov 3
•
AP Research
18
2
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AP Research
Global macro perspectives and multi-asset strategy from a discretionary investment team. Deep dives, real-time views, and high-conviction ideas.
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APFX - Institutional Research
Week Ahead
View all
Pricing for Pefection
A weekly look at what matters and how to trade it. (November 10th)
Nov 10
•
AP Research
19
3
The Seasonal Melt-Up
A weekly look at what matters and how to trade it. (November 3rd)
Nov 3
•
AP Research
18
2
Climbing a Wall of Disbelief
A weekly look at what matters and how to trade it. (October 27th)
Oct 27
•
AP Research
16
6
Cockroaches and the Credit Concern
A weekly look at what matters and how to trade it. (October 20th)
Oct 20
•
AP Research
17
Primers
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Global Primer Series: SOFR Options
Understanding SOFR options and trading.
Sep 28
•
AP Research
67
2
Global Primer Series: Volatility Products
The risk measure that moves every other market.
Aug 17
•
AP Research
40
1
Global Primer Series: Credit Default Swaps
The derivative at the heart of modern credit risk transfer.
Jun 15
50
10
Global Primer Series: Repo Markets
The secured funding engine behind modern markets.
May 25
63
17
Word on the Street
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Word on the Street
BofA on AI impacting the USD, Barclays on EM debt and nuclear, MUFG call for BoJ hike.
Nov 9
•
AP Research
17
Word on the Street
BofA equity flow data, GS on US shutdown struggles, DB talk gold, UBS like Japan.
Oct 26
•
AP Research
15
Word on the Street
MS on crypto allocation, BNP on AI + clean energy, and UBS share macro views.
Oct 19
•
AP Research
15
Word on the Street
Barclays talk US debt buyers, Danske review the Fed, and more.
Sep 21
•
AP Research
19
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