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Taking Profit Before Tokyo Takes Aim
Gut feeling tells us it's time to remove exposure on USD/JPY.
Jun 23
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AP Research
3
3
The Asymmetric Gold Trade
Entering XAU/USD longs in a much less crowded market.
Jun 16
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AP Research
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4
Won Way Traffic
Assessing KRW and laying down a conviction call.
Jun 9
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AP Research
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5
Three Curves, One Message
Relief is being priced, but not easing.
Jun 2
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AP Research
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Global Macro Method
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6
May 2026
The Insurance Hike Arrives
A June ECB hike now looks done, but this isn't the start of a hiking cycle.
May 26
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AP Research
10
5
Knocking on 160’s Door Again
Taking advantage of the Yen's swift rebound.
May 21
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AP Research
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4
The Real Votes Early
BRL’s new Bolsonaro premium.
May 14
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AP Research
10
5
Policy Friction Down Under
A more combative RBA leaves us neutral AUD after a long run.
May 5
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AP Research
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6
April 2026
Between a Yen and a Hard Place
Why today's meeting from the BoJ lacked conviction.
Apr 28
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AP Research
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3
The ECB's Insurance Hike
Taking another nibble on ERZ6
Apr 21
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AP Research
11
5
Entering Dollar Doldrums
The USD is becoming a two-way trade again.
Apr 9
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AP Research
10
3
March 2026
Energy Over Politics for Now
Brazil's polls tighten, but BRL can shrug it off.
Mar 31
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AP Research
10
6
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