12 May 2020
Oriel Morrison: "These are the only guys I know who have called the market to perfection."
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12th May 2020 - Eric Liu, Head of Research, interview with Ex-CNBC Anchor Oriel Morrison
12 May 2020 Oriel Morrison: "These are the only guys I know who have called the market to perfection." Click Here to watch the interview now
Vanda Research Limited
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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