Sitemap - 2025 - AP Research

Signals from the Commodity Curve

Pricing for Pefection

Word on the Street

Not the Obvious Trade

The Seasonal Melt-Up

Thematics: Fall Risk

The Wham! Index

Climbing a Wall of Disbelief

Word on the Street

The Race for Rare Earths

Cockroaches and the Credit Concern

Word on the Street

Blackout Before Lift-off

TACO Is Back on the Menu

Every Tariff Becomes a Trade Deal

The Takaichi Trade

Markets See Through the Blackout

Money Markets - October 2025

The Emerging Market Mosaic

Resilience on Trial

Global Primer Series: SOFR Options

The Paradox Driving Markets Higher

The Rally Has Room to Run

Word on the Street

China Tech: From Buyer to Builder

Central Bank Focus Across the Board

Sunday Fed Thinktank

Lighting the AI Fuse

Positioning Through the Noise

Word on the Street

The Dragon and Elephant Dance

All Eyes on Payrolls

Money Markets - September 2025

Back to Basics

In Conversation w/ David Cervantes / Pinebrook Capital

Stocks Continue In Goldilocks

Word on the Street

Signalling a Shift

Powell's Last Rodeo

Equities Rise Into Powell Test

Global Primer Series: Volatility Products

Low VIX, High Stakes

Data Quality In Crisis

The End of the US-China Détente

Word on the Street

Portfolio Update

A Currency Struggle in a Tariff Storm

Earnings in Full Flow

Money Markets - August 2025

Flipping the Macro Script

Lean Mass, Fat Margins

Top Trade Ideas - July 28th

In Conversation w/ Max Fellerman

You Asked, We Answered

Political Drift Has Consequences

Top Trade Ideas - July 21st

Word on the Street

In Conversation w/ Le Shrub

The Long End's Long Winter

Top Trade Ideas - July 14th

Word on the Street

Tariff Check-In

In Conversation w/ Michael Brown

The Case for Tactical Dollar Longs

Top Trade Ideas - July 7th

Money Markets - July 2025

Power In Play

Top Trade Ideas - June 30th

Sifting Through the Noise

Crude Decisions

Top Trade Ideas - June 23rd

Word on the Street

Oil Chokepoint Intact

Operation Twist

Top Trade Ideas - June 16th

Global Primer Series: Credit Default Swaps

The UK's Growth Illusion Just Broke

Macro Monitor

When Everything Yields the Same

Top Trade Ideas - June 9th

Word on the Street

Beyond The AI Arms Race

The End of the Easing Cycle

Top Trade Ideas - June 2nd

Money Markets - June 2025

Golden Age of Macro Whiplash

Buy the Chaos, Watch the Deal

Top Trade Ideas - May 26th

Global Primer Series: Repo Markets

Adoption by Accumulation

The Return of Bond Vigilantism

Top Trade Ideas - May 19th

Word on the Street

The Vol Reset That Doesn’t Hold

Back to Petroleum

Top Trade Ideas - May 12th

Word on the Street

Navigating India-Pakistan Fallout

Ghosts of Price Wars Past

Top Trade Ideas - May 5th

Money Markets - May 2025

Macro Chart Pack

When Bitcoin Becomes the Balance Sheet

Top Trade Ideas - April 28th

Global Primer Series: Cross Currency Basis

Gold Down, Silver Up

The Fog of Corporate Forecasting

Top Trade Ideas - April 21st

Drawing The Line of Independence

High Fashion, Low Conviction

The Art of the Deal is LNG

Top Trade Ideas - April 14th

Word on the Street

Tariff Trading: The State of Play

Duration Has Left the Building

Top Trade Ideas - April 7th

Word on the Street

Tariff Smoke and Market Fire

Portfolio Review - Q1 '25

Top Trade Ideas - March 31st

Money Markets - April 2025

Basis Trade Blowouts

Measure Twice, Cut Once

Top Trade Ideas - March 24th

Word on the Street

A Tantrum in Turkey

Whose Put Is It Anyway?

Top Trade Ideas - March 17th

Global Primer Series: STIR Trading

Merz's Bund Bomb

America's LNG Boom Reshapes Global Energy

Top Trade Ideas - March 10th

Word on the Street

The Hit List

Dalio's Debt Spiral

Top Trade Ideas - March 3rd

Money Markets - March 2025

Survival of the Leanest

Bonds are the Scorekeeper

Top Trade Ideas - February 24th

Global Primer Series: Convertible Bond Arbitrage

Bessent's Treasury Vision

The Year of Opportunistic Selloffs

Top Trade Ideas - February 17th

Hot Inflation Froze the Fed

Triple-A Tech

Golden Era for the Precious Metal

Top Trade Ideas - February 10th

Word on the Street

Trading the Tariff Man

January Portfolio Review

Top Trade Ideas - February 3rd

Money Markets - February 2025

Europe Prepares for a World Without Uncle Sam

DeepSeek for Dummies

Top Trade Ideas - January 27th

Word on the Street

Davos Signals Next Stage for Crypto

Trump's Inaugurated—What's Next?

Top Trade Ideas - January 20th

Hindenburg: The Highs And Lows

Don't Be Fooled By This Oil Rally

The Banking Business Booms

Top Trade Ideas - January 13th

Global Primer Series: Option Greeks

Do Gentlemen Prefer Bonds?

Inflation Is A Government Killer

Top Trade Ideas - January 6th

Money Markets - January 2025

Tied To The Fed?

Battling Bond Vigilantes