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22nd May 2019 - Eric Liu, Vanda's CEO & Head of Research, appearing on Bloomberg TV discussing the escalating trade rhetoric.
23 May 2019 "This time is different - I don't think much is priced in at all" Watch Video
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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