Week In Review: Supply ConSTRAINts US equity indexes were up on the week: DJIA +0.6%, S&P 500 +1.9%, NASDAQ +4.2%. Wednesday was US Inauguration Day – Joe Biden was sworn in as the 46th President of the United States and Kamala Harris as the Vice President. On Friday, the US…
Week In Review: Political Uncertainty US equity indexes were lower on the week: DJIA -0.9%, S&P 500 -1.5%, NASDAQ -1.5%, due to political uncertainty, disappointing US economic data, and as the market waited for President-elect Joe Biden’s fiscal stimulus plan. Details of the $1.9 trillion plan came late in the…
Week In Review: Off to a Busy Start US equity indexes were higher on the week: DJIA +1.6%, S&P 500 +1.8%, NASDAQ +2.4%. Democratic Senate candidates won their respective races in Georgia, giving the Democratic party a Senate majority. Wednesday’s turmoil at the US Capitol, which interrupted the counting of…
Exante Data is 5 years old today. It has been an incredible ride, and 2020 was frankly the most challenging year on record. The team has worked entirely remotely since March, and I have been impressed with everybody’s ability to both work through the peak crisis at more than full…
Week In Review: The Roll-Out US equity indexes were higher on the week: DJIA +1.3%, S&P 500 +1.4%, NASDAQ +0.7%. It was a holiday shortened trading week. The market focused on the size of the US stimulus bill, the rising coronavirus case count as well as the new strain of…
Week In Review: A Second Vaccine US equity indexes were higher on the week: DJIA +0.4%, S&P 500 +1.3%, NASDAQ +3.1%. All three indexes hit all time highs. Optimism that an additional US fiscal stimulus deal will get done along with continued positive news on the vaccine front supported sentiment.…
Week In Review: The First US equity indexes were lower on the week: DJIA -0.6%, S&P 500 -1.0%, NASDAQ -0.7%. Drawn out negotiations between the Republicans and Democrats on another round of fiscal stimulus, and worse than expected initial jobless claims weighed on sentient. On Tuesday, December 8th, the…
Freedom of expression is a wonderful thing. I felt that when I founded Exante Data in 2016, after working for years under the strict compliance regime of the sell-side. It was a great feeling to have a space to express a view freely and without restrictions. But not all restrictions…
Mexico, Thailand, and Other Countries Have Been Hit Hard by Covid-19. How to Invest in Their Recovery. Once the head of fixed-income research at Nomura, where he was also a top currency strategist, Jens Nordvig, 46, left the Japanese bank to found Exante Data in 2016. As its name suggests,…
US equity indexes were up on the week: DJIA +1.0%. S&P 500 +1.7%, NASDAQ +2.1%. On Wednesday, the UK became the first Western country to approve a Covid-19 vaccine when its regulator cleared the Pfizer/BioNTech vaccine. Pfizer put out a press release titled: “Pfizer and BioNTech Achieve First Authorization in the World for a…