Back

AP Research

Substack
alphapicks.co.uk· weekly· Published 5 days ago

A cross-asset macro newsletter that recaps the week in markets and publishes thematic deep dives, such as on Brazil's election and fiscal outlook. It turns data on inflation, yields, currencies and earnings into positioning and asset allocation views.

global macroweekly market recapcross-assetasset allocationbraziltreasury yieldsinflationai stocksthematic investingearnings season
Platform
Substack
Frequency
Weekly
Latest issue
Oct 19, 2026
Language
English
Written for
Investors and traders following global macro and cross-asset positioning
Tone
analytical
Tracked since
Oct 22, 2026

Website: https://www.alphapicks.co.uk