French debt looks unsustainable. The flows don't say crisis. Yet.
By Vanda Research
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.
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Australia may be about to hike into weakness
By Vanda Research
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
By Vanda Research
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 Analytics
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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.