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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French debt looks unsustainable. The flows don't say crisis. Yet.
France’s debt outlook is deteriorating, but foreign demand for OATs remains strong. Chris Marsh examines the risks and what could trigger a funding crisis.
Australia may be about to hike into weakness
Another RBA hike looks increasingly likely, but weakening business conditions and diverging Australia–New Zealand data could matter more for rates and AUD/NZD.
Exante Data to become Vanda Macro Intelligence
Vanda to complete the integration of Exante Data, which will become Vanda Macro Intelligence from 1 October, bringing macro, positioning and flow data, analytics and insights together under one brand and platform.