France's OAT Stress: Fast Money Has Moved. Will Real Money Follow?
By Vanda Research
Leveraged RV unwinds amplified the OAT sell-off. With fast money largely out, will real-money investors keep financing France? Vanda’s analysis.
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Vanda's Alex Etra and CFR's Brad Setser: De-reservification, not de-dollarization
By Vanda Research
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.
Eric Liu on Schwab's On Investing: Why Investor Positioning Matters
By Vanda Research
Vanda co-founder Eric Liu joins Schwab’s On Investing to discuss investor positioning, capital flows and the forces shaping today’s markets.
Vanda Analytics
Your market. Your signals. Your platform.
Start with curated market views. Build your own. Monitor what matters. Ask deeper questions. Bring together Vanda datasets and intelligence to see how markets are positioned and understand what could move next.