Archive - APFX Research

Bessent’s Bond Market Band-Aid

Buybacks won’t fix the problem.

Aug 20 • AP Research

Trading Burnham’s Britain

Has UK fiscal credibility got a new name?

Aug 14 • AP Research

The Yen-evitable Reversal

Trade structures for what happens next for JPY.

Aug 4 • AP Research

July 2026

Exploiting the Fed's Lack of Credibility

Warsh didn't walk the walk.

Jul 30 • AP Research

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

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