14 Mar 2020
M.E.R.C - MTUM vs SPX, ETF inflows, Robinhood ownership, Call-to-put ratio,
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14th March 2020 - The Vanda CIO Risk Report: To Play A Rebound, Trust In MERC
14 Mar 2020 M.E.R.C - MTUM vs SPX, ETF inflows, Robinhood ownership, Call-to-put ratio, For further information about this research publication contact us
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France's OAT Stress: Fast Money Has Moved. Will Real Money Follow?
Leveraged RV unwinds amplified the OAT sell-off. With fast money largely out, will real-money investors keep financing France? Vanda’s analysis.
Vanda Research · 5 min
Vanda's Alex Etra and CFR's Brad Setser: De-reservification, not de-dollarization
Vanda's Alex Etra and CFR's Brad Setser examine de-dollarization, shifting sovereign capital flows and what they mean for global demand for US assets.
Vanda Research · 1 min
Eric Liu on Schwab's On Investing: Why Investor Positioning Matters
Vanda co-founder Eric Liu joins Schwab’s On Investing to discuss investor positioning, capital flows and the forces shaping today’s markets.
Vanda Research · 1 min