European Tactical Strategy: Trading the UK’s macro imbalances

In this note, we use the UK economy as a case study to highlight how macro imbalances in the goods and labour markets are likely to mean a more protracted recovery.

None

For further information about this research publication contact us at sales@vanda.com.

Insights and News

Want to learn more about how Vanda helps institutional investors? Explore the the latest news and insights or get in touch to find out more about our data, research and advisory services.

17 November 2025

Retail Dip Buying Is Losing Conviction and Why That Mat...

10 November 2025

Retail Investors and Market Resilience: What the Data S...

4 November 2025

EUR/USD Option Flows: Downside Hedging Picks Up

13 October 2025

Retail Bought The Dip Again

10 October 2025

Vanda’s Three-Pillar Framework in Action: Positioning, ...

29 September 2025

Positioning at Extremes: Why the Risk of a Pullback Is ...

23 September 2025

Positioning Is the Biggest Risk to US Equities Right No...

18 September 2025

Positioning Data Has Been Slow to Catch Up with FX. We’...