Home
Primers
Thematics
Week Ahead
Market Memo
Macro Monitor
About
Subscribe
Sign in
The Last Week That Matters in 2025
A weekly look at what matters and how to trade it. (December 8th)
Dec 8
•
AP Research
18
7
Links
Twitter
APFX - Institutional Research
Recent posts
View all
Hunting Reversal Trades
Finding opportunity in window-dressing selloffs
Dec 4
•
AP Research
20
6
6
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
Global Primer Series: Corporate Bonds
Corporate bonds are the backbone of how companies borrow money.
Nov 28
•
AP Research
57
2
9
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
57
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
42
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
The Last Week That Matters in 2025
A weekly look at what matters and how to trade it. (December 8th)
Dec 8
•
AP Research
18
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
Stress Rising in the Shadows
A weekly look at what matters and how to trade it. (November 17th)
Nov 17
•
AP Research
28
9
Market Memo
View all
Hunting Reversal Trades
Finding opportunity in window-dressing selloffs
Dec 4
•
AP Research
20
6
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
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
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
