AP Research

Used this week to focus on the moves in rates and FX, and why we’re having a risk-off move without a haven. A guide to trades moving markets: alphapicks.co.uk/p/no-safe-corn…

@Yellowbull11 hahahah

@PiQSuite Ah this is so spot on 😂😂

Anyone and everyone that has watched a bartender trying to put the big game on the bar’s television will know how accurate this is 🤣🤣🤣

@MrMBrown so buy the dip, right? we’re buying the dip… right?

This wk looks different...since conflict broke out in the Middle East, the theme has been risk-on to start the week, before that fizzles as time goes on...this wk, we seem to have skipped the 'Monday optimism' part, so far at least...

UnSTIRtain Times. ap-fx.co.uk/p/unstirtain-t…

Putting the recent hawkish repricing into context...this sort of thing isn't normal!

Bank of England with GILTS traders

Sharp repricing further in STIR markets this morning. Now pricing in ~2.5 hikes from ECB/BoE and no change from the Fed for Dec 26. Notable on the Fed pricing given that the dot plot showed one cut expected in 2026.

@_alfiekerswell Sonia move is tempting.

@AlphaPicks FADE IT!!

@PiQSuite @TinTinSquared @LairdElmski Ah, read that too quickly. Will have a look at some ideas

@AlphaPicks @TinTinSquared @LairdElmski Wants to specify short oil vol rather than outright price though.

@PiQSuite @TinTinSquared @LairdElmski Glad to be here. As requested…

@TinTinSquared @LairdElmski @AlphaPicks 🤣🤣 TBF I had to double check after if saw the pic 🤣🤦‍♂️

It’s worth thinking about the de-escalation trade here. Just posted a short note on the incentives and the cross-asset angles we’re taking. alphapicks.co.uk/p/strait-incen…

Crude (white) vs gold (blue) today. Everyone selling their bullion to buy barrels.

Oil shocks and a week full of central bank meetings. Living the dream. Thoughts for the week ahead: alphapicks.co.uk/p/the-escalati…

@PiQSuite Michael Brown fan fiction is out of control tbh

Worst opening to an erotic novel, ever.

@PiQSuite From ‘don’t fight the Fed’ to ‘don’t fight the tweets’

What markets care about right now. Tweets >> Fundamentals >> Technicals

Full note: ap-fx.co.uk/p/the-ecb-wont…

Markets are flirting with ECB hikes, but we don’t buy it.