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The BoJ Chases the Yen
But a hawkish policy pivot isn't the golden ticket for USD/JPY.
Jul 22 • AP Research
The BoE Hikes In Sept
Why Sept offers the best balance between policy confirmation and SFI mispricing.
Jul 16 • AP Research
Vol Is Too Cheap
Identifying attractive G10 FX volatility plays.
Jul 10 • AP Research
Rebuilding the USD Bull Case
The payrolls flush offers a cleaner entry into the H2 dollar pain trade
Jul 2 • AP Research

June 2026

Taking Profit Before Tokyo Takes Aim
Gut feeling tells us it's time to remove exposure on USD/JPY.
Jun 23 • AP Research
The Asymmetric Gold Trade
Entering XAU/USD longs in a much less crowded market.
Jun 16 • AP Research
Won Way Traffic
Assessing KRW and laying down a conviction call.
Jun 9 • AP Research
Three Curves, One Message
Relief is being priced, but not easing.
Jun 2 • AP Research and Global Macro Method

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 • AP Research
Knocking on 160’s Door Again
Taking advantage of the Yen's swift rebound.
May 21 • AP Research
The Real Votes Early
BRL’s new Bolsonaro premium.
May 14 • AP Research
Policy Friction Down Under
A more combative RBA leaves us neutral AUD after a long run.
May 5 • AP Research
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