Archive - APFX Research

The SFIZ6Z7 Opportunity

Fading the UK Rates Repricing.

Sep 15 • AP Research

The ECB Is Overtightening

Higher rates won’t fix the energy shock.

Sep 10 • AP Research

France’s Fiscal Reckoning

The Presidential election is already spooking markets.

Sep 8 • AP Research

Mission Impossible: Ueda Protocol

Competing pressures on the BOJ make trading USD/JPY increasingly high risk.

Sep 3 • AP Research

August 2026

Staying Long Gold

Why a run to $5,000 by year-end is becoming increasingly likely.

Aug 26 • AP 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

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