Catching Up with Exante Data It is good to be back in communication. Our Week In Review note has been on hiatus. We like to change things up, and are working on new projects. We continue to consider how best to communicate with our followers and show a bit of…
Jens Nordvig: Tweet Thread 3 on Evergrande. 20 Sept 2021 Just a few more observations on Evergrande/China Contagion. Last week, saw the Evergrande tension spreading through the real estate sector (but not much beyond, except Iron ore) This week, there is already broader based pain… 1/ Today, we have seen…
Jens Nordvig: Tweet Thread 2 on Evergrande. 19 Sept 2021 Follow us on Twitter: Exante Data and Jens Yesterday (Sept 18th), I did a mini-thread on what is going on under the surface in Chinese High Yield credit (and it generated A LOT of feedback). Hence, here is a follow…
Below is a Tweet thread written by Founder Jens Nordvig on September 18, 2021. We are publishing it on our website given that Evergrande is a hot topic. This tweet thread had 3.4 million views: There is a huge amount of focus on China contagion/Evergrande at the moment. Hence, it…
Dear Friends and Colleagues When we founded Exante Data back in 2016, our mission was to deliver superior markets strategy by using technology and alternative data. Over the last 5 ½ years we have been growing significantly and we have steadily expanded our footprint globally among the world’s most sophisticated…
The Week Ahead: Jobs, Jobs, Jobs. 7 August 2021 US equity indexes were moderately higher on the week: DJIA +0.8%, S&P 500 +0.9%, NASDAQ +1.1%. DJIA closed at an all time high on Friday post an upside surprise to July US payrolls, which came in at +943k vs the consensus expectation of…
Week In Review: The Good, the Bad, and the Ugly US equity indexes were lower on the week: DJIA -0.4%, S&P 500 -0.4%, NASDAQ -1.1%. However, all three indexes finished higher on the month. This week, market participants were focused on the spread of the Delta variant, the FOMC meeting, and a…
Week In Review: The Delta Days of Summer US equity indexes were higher on the week: DJIA 1.1%, S&P 500 2.0%, NASDAQ 2.8%. After falling heavily on Monday, all three equity indexes recovered during the week, reaching all time highs on Friday. The DJIA surpassed 35,000 for the first time on Friday. …
Week In Review: Choppy Market Waters US equity indexes were lower on the week: DJIA -0.5%, S&P 500 -1.0%, NASDAQ -1.9%. It was a choppy trading week as the market focused on the spread of the Covid-19 Delta variant, and considered both the jump in the June CPI and the University of…
