2nd May 2019 - Vanda HS: US Earnings Environment Improving, But Beware A CTA-Driven Rates Scare

EPS misses continue to get punished heavily but reaction function has grown more constructive over the past week. L/S investors have grown more bullish as a result. This has helped supplement ongoing buying from systematic thanks to falling realized equity volatility. In any case, the same can’t be said for retail investor flows.

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

 

Back
to top