13 Oct 2021
The stagflation trade appears to be the only theme that traders have any conviction.
For further information about this research publication contact us at sales@vanda.com.
All articles
TAAM: Lots of ratings changes, but less conviction overall
13 Oct 2021 The stagflation trade appears to be the only theme that traders have any conviction. For further information about this research publication co
Vanda Research Limited
- Published
- Updated
- Read
- 1 min
All articles
Vanda Research Limited is an appointed representative of Messels Limited which is authorised and regulated by the Financial Conduct Authority.
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.
Vanda Research · 4 min
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.
Vanda Research · 1 min
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.
Vanda Research · 3 min