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Climbing a Wall of Disbelief
A weekly look at what matters and how to trade it. (October 27th)
Oct 27
•
AP Research
15
6
Recent posts
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Word on the Street
BofA equity flow data, GS on US shutdown struggles, DB talk gold, UBS like Japan.
Oct 26
•
AP Research
14
The Race for Rare Earths
As oil once was, minerals are now a tool of leverage.
Oct 23
•
AP Research
21
Cockroaches and the Credit Concern
A weekly look at what matters and how to trade it. (October 20th)
Oct 20
•
AP Research
16
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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
Climbing a Wall of Disbelief
A weekly look at what matters and how to trade it. (October 27th)
Oct 27
•
AP Research
15
6
Cockroaches and the Credit Concern
A weekly look at what matters and how to trade it. (October 20th)
Oct 20
•
AP Research
16
TACO Is Back on the Menu
A weekly look at what matters and how to trade it. (October 13th)
Oct 13
•
AP Research
19
Markets See Through the Blackout
A weekly look at what matters and how to trade it. (October 6th)
Oct 6
•
AP Research
18
Primers
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Global Primer Series: SOFR Options
Understanding SOFR options and trading.
Sep 28
•
AP Research
66
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
62
17
Word on the Street
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Word on the Street
BofA equity flow data, GS on US shutdown struggles, DB talk gold, UBS like Japan.
Oct 26
•
AP Research
14
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
Word on the Street
Barclays' US labor market, HSBC's UK fiscal risks, and GS stablecoin adoption.
Sep 7
•
AP Research
24
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