AP Research

AP Research

Home
Macro Monitor
Money Markets
In Conversation
Primers
Week Ahead
Word on the Street
About
Stocks Continue In Goldilocks
A weekly look at what matters and how to trade it. (August 25th)
 • 
AP Research
Word on the Street
MS on institutional equity positioning, BNP risk-off FX trades, and some Jackson Hole commentary from BofA.
 • 
AP Research
Signalling a Shift
A short note on Jackson Hole and the September setup.
 • 
AP Research
3
Powell's Last Rodeo
Jackson Hole preview.
 • 
AP Research
1
Equities Rise Into Powell Test
A weekly look at what matters and how to trade it. (August 18th)
 • 
AP Research
2
Global Primer Series: Volatility Products
The risk measure that moves every other market.
 • 
AP Research
1
Low VIX, High Stakes
Hedging ideas we're looking to action.
 • 
AP Research
Data Quality In Crisis
Exploring the plight of economic data quality.
 • 
AP Research
1
The End of the US-China Détente
A weekly look at what matters and how to trade it. (August 11th)
 • 
AP Research
3
Word on the Street
Global outlook revisions, EUR opportunities, JGB curve, central banks, and Fed chair chatter.
 • 
AP Research
Portfolio Update
Detailing winners and losers along the way.
 • 
AP Research
2
A Currency Struggle in a Tariff Storm
An evolving landscape for Switzerland's economy amid recent pressures.
 • 
AP Research
© 2025 AP Research
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture