New York, March 8, 2017 Dear Friends and Colleagues, Evil spirits have again laid siege to the European continent. Based on the economic data, which is the strongest in more than five years, it should be a time of optimism and hope. But political uncertainty is dominating, and markets are clearly…
February 6, 2017 The mission of Exante Data™ is to provide better answers to key macro questions through superior data and analytics. Over the last several years, one of the key global macro uncertainties has been China. The trajectory of China’s economy is probably the single biggest driver of global growth.…
New York, January 9, 2017 Dear Friends and Colleagues, We have gotten used to certain questions having simple answers. But times are changing. A lot of questions that seemed simple up until very recently; now have very complex answers. Three examples: For the past 15 years (since Argentina defaulted in…
Jens Nordvig discusses the moves in the U.S. dollar since the election and what could happen with the greenback in the trump administration.
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New York, October 31, 2016 Dear Friends and Colleagues, I will start this Letter with three paragraphs on China, and then turn to a quick update on how Exante Data is moving forward. On the surface, China looks to be in good shape. GDP growth has been robust and (suspiciously) stable…
New York, September 23, 2016 Dear Friends and Colleagues, It has been another busy week. Key central banks had important meetings, and at least one of them delivered a very strange cocktail (more on that in a second). First, I would like to to say thanks for the patience and support.…
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New York, July 11, 2016 Dear Friends and Colleagues, Exante Advisors and Exante Data are both six months old today. It has been an incredible ride so far, and we would like to thank everybody who have helped us get off to a flying start, including clients, vendors, independent analysts, press,…
New York, April 7, 2016 Dear Friends and Colleagues, This newsletter was supposed to be about the progress we are making in terms of building out Exante Data as a business. But given recent developments in Europe, I am going to comment instead on the emerging cracks in foundation of…
New York, February 8, 2016 Dear Friends and Colleagues, This is the inaugural Exante Data newsletter (I left my position as head of research at Nomura Securities a month ago). Since this is the first letter, I will focus on the very big picture. For a number of years I…
