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Art of the No-Deal
A weekly look at what matters and how to trade it. (April 13th)
19 hrs ago
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AP Research
32
7
Thematics: Bloom and Bust
Q1 reflection, Q2 cross-asset positioning, and market outlook.
Apr 12
•
AP Research
24
8
One TACO Doesn't Make a Meal
Latency risk in the Gulf.
Apr 8
•
AP Research
44
7
A Bounce Without Belief
A weekly look at what matters and how to trade it. (April 6th)
Apr 6
•
AP Research
and
Macro Charts
41
5
Don't Mention the "R" Word
The narrative is running ahead of the data.
Apr 3
•
AP Research
32
5
March 2026
A Quarter of Unexpectancy
A weekly look at what matters and how to trade it. (March 30th)
Mar 30
•
AP Research
33
8
A Chink in Gold's Armour
Gold is the supply for the demand for dollars, which presents a longer-term opportunity in markets.
Mar 26
•
AP Research
50
11
No Safe Corner to Hide
A weekly look at what matters and how to trade it. (March 23rd)
Mar 23
•
AP Research
27
6
Strait Incentives
Mapping the market trades that follow de-escalation.
Mar 18
•
AP Research
29
6
The Escalation Trade Is Wrong
A weekly look at what matters and how to trade it. (March 16th)
Mar 16
•
AP Research
37
6
Word on the Street
Four desk views on a market in whiplash.
Mar 15
•
AP Research
29
5
All Happening on the Everything Front II
A weekly look at what matters and how to trade it. (March 9th)
Mar 9
•
AP Research
27
6
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