APFX Research publishes institutional FX and rates commentary with explicit trade calls, such as positioning around the UK Budget, the Bank of Japan's next move and US 30-year yields. Each short issue gives a directional view with brief reasoning and a link to a fuller note.
Website: https://www.ap-fx.co.uk
An independent newsletter on Brazil capital flows, FX, stablecoins and financial infrastructure, published in both Portuguese and English, with a recent series mapping AI as an investable portfolio. Readers get structured frameworks and explanations of how money and compute actually move through complex systems.
A daily systematic macro newsletter offering model-driven trade ideas and research across rates, FX, equities and commodities, with running theses tracked against market levels. Recent issues cover the French OAT/Bund spread, Fed hike pricing and US equity regime shifts.
A macro research newsletter arguing that interest rate risk, FX flows and liquidity drive the current regime, with a paid daily livestream and models aimed at traders. Issues offer strong directional claims about Eurozone debt, free-floating currencies and rate mispricings, but the excerpts mostly assert conclusions and point to paid reports rather than showing the supporting analysis.
A weekend macro newsletter that synthesises what other newsletters are saying about central banks, economic data, and FX/bond positioning, presented as a 'Clown Show' consensus report. Readers get a short narrative overview of crowded trades plus a longer AI-generated digest of newsletter sentiment.
One short email a week with hand-picked newsletters from the index. Free, no spam, unsubscribe anytime.
