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Three Curves, One Message
Relief is being priced, but not easing.
Jun 2
•
AP Research
and
Global Macro Method
11
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
•
AP Research
10
5
Knocking on 160’s Door Again
Taking advantage of the Yen's swift rebound.
May 21
•
AP Research
10
4
The Real Votes Early
BRL’s new Bolsonaro premium.
May 14
•
AP Research
10
5
Policy Friction Down Under
A more combative RBA leaves us neutral AUD after a long run.
May 5
•
AP Research
12
6
April 2026
Between a Yen and a Hard Place
Why today's meeting from the BoJ lacked conviction.
Apr 28
•
AP Research
7
3
The ECB's Insurance Hike
Taking another nibble on ERZ6
Apr 21
•
AP Research
11
5
Entering Dollar Doldrums
The USD is becoming a two-way trade again.
Apr 9
•
AP Research
10
3
March 2026
Energy Over Politics for Now
Brazil's polls tighten, but BRL can shrug it off.
Mar 31
•
AP Research
10
6
Energy Is Repricing Carry
The flavour of the month... or year?
Mar 25
•
AP Research
20
7
UnSTIRtain Times
Making sense of a tumultuous week.
Mar 20
•
AP Research
19
6
The ECB Won't Hike In 2026
Front-end pricing has overshot.
Mar 10
•
AP Research
16
5
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