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The Price of Fiscal Discipline
The UK Budget is skewed towards safety, but a tail risk remains.
Oct 20
•
AP Research
5
3
No Rush in Tokyo
October fades as December becomes the next stop for Japanese rates.
Oct 13
•
AP Research
7
5
Six Is Still the Number
The US 30-year selloff still has room to run.
Oct 8
•
AP Research
10
5
BRL’s Bolsonaro Boost
Political optionality and strong real yields give plenty to like.
Oct 6
•
AP Research
7
5
Moving From French Fiscal Risk to ECB Risk
Keeping exposure to second-order consequences.
Oct 2
•
AP Research
10
5
September 2026
Betting Against the Budget
A month out from the UK Budget, things aren’t looking good.
Sep 28
•
AP Research
9
5
The US 30Y Is Heading to 6%
Bessent admitting defeat will only amplify the move.
Sep 23
•
AP Research
9
6
The SFIZ6Z7 Opportunity
Fading the UK Rates Repricing.
Sep 15
•
AP Research
7
7
The ECB Is Overtightening
Higher rates won’t fix the energy shock.
Sep 10
•
AP Research
5
6
France’s Fiscal Reckoning
The Presidential election is already spooking markets.
Sep 8
•
AP Research
5
5
Mission Impossible: Ueda Protocol
Competing pressures on the BOJ make trading USD/JPY increasingly high risk.
Sep 3
•
AP Research
10
6
August 2026
Staying Long Gold
Why a run to $5,000 by year-end is becoming increasingly likely.
Aug 26
•
AP Research
9
3
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