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Reversing Course on EUR/USD
Positioning for sentiment and growth divergence into 2026.
Nov 25
12
5
The Fracturing Carry Trade
Updating our view on USD/JPY dynamics.
Nov 20
13
6
Portfolio Trading Performance
APFX Trade Tracker — 2025
Nov 11
12
6
FX Structures for the Last Mile
No one's logging off yet.
Nov 4
9
5
October 2025
The BoJ Can’t Be the Buzzkill
Japan’s recovery needs time, not higher rates.
Oct 29
8
6
The UK Pivot Approaches
Fiscal drag and weak demand are setting the stage for more BoE easing.
Oct 22
5
6
Dip Then Rip for Silver
Four reasons why the bull case is still in tact.
Oct 15
8
6
Liberté, Égalité, Volatilité
An update on views and trades from our August note.
Oct 8
10
7
When $20bn Isn't Enough
ARS weakness and other EM ideas.
Oct 1
9
6
September 2025
The Fed's Third Mandate
What a shift in focus post-Powell could look like.
Sep 17
9
6
Contrarian Return of the Carry
Why Yen funding could be coming back on tap.
Sep 9
5
5
Fiscal Faultlines
UK debt woes aren't going anywhere.
Sep 4
11
5
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