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…

Week In Review: Moody Markets US equity indexes were up mildly on the week: DJIA +0.2%, S&P 500 +0.4%, NASDAQ +0.4 %. It was a back and forth week – Friday’s equity rally put US major indices in the green on the week after Thursday’s sell-off. The attention grabber this week was…
Week In Review: Keeping an Eye on the Delta US equity indexes were up on the week: DJIA +1.0%, S&P 500 +1.7%, NASDAQ +1.9%. The S&P 500 hit a record high post the June payrolls report, released on Friday. June Payrolls came in at +850k – a bit higher than expected, but…
Week In Review: The Reverse Cliff Effect US equity indexes were up on the week: DJIA 3.4%, S&P 500 2.7%, NASDAQ 2.4%. Equity indexes recovered from last week’s pullback caused by the FOMC meeting. We have written a series of articles on Digital Currencies, both for clients and for the…

Founder Jens Nordvig spoke with INET (Institute of New Economic Thinking) earlier this year in an interview that was just released about the long-term economic setting we are in, how the COVID shock has reshaped policy, and what is ahead. Jens also gives an introduction to Exante Data and our…

Dear Friends and Colleagues, We want to communicate with the public, and stay in touch with all our contacts around the world. But we also want to keep our proprietary content exclusive for our clients. That is ultimately how we make a living. Hence, it is a tricky balance. Normally,…
Week In Review: Position Squeeze US equity indexes were down on the week: DJIA -3.4%, S&P 500 -1.9%, NASDAQ -0.3%. The focus of the week was the FOMC meeting, the outcome of which was more eventful than market participants had anticipated. Founder Jens Nordvig notes, “Many FOMC participants revised their 2023 dots higher, while…
Week In Review: Further to Run & Russian Around US equity indexes were slightly up on the week: DJIA +0.7%, S&P 500 +0.6%, NASDAQ +0.5%. On Friday, equity indexes rose on a solid but not “too strong” May US payrolls report, which came in at +559k – somewhat below the consensus expectation. The…
Week In Review: Fun Summer? US equity indexes were up on the week: DJIA +0.9%, S&P 500 +1.2%, NASDAQ +2.1%. The Dow and S&P 500 ended the month higher, while NASDAQ had a 1.5% decline, breaking a 6-month streak of gains. Fun Summer? The virus was the most important driver…

The Substack blog is here.
Week In Review: Crypto – Hold On for Dear Life US equity indexes were mixed on the week: DJIA -0.5%, S&P 500 -0.4%, NASDAQ +0.3%. On Wednesday, Bitcoin dropped as much as 30%. WSJ reports Bitcoin reached a recent low of $30,202 before rising to $38,390 as of 5pm EST.…