Dear friends and colleagues, It has been a crazy busy time. A continued stream of macro shocks has hit global financial markets since 2020, and we have been 100% focused on serving our clients. As such, we have not kept in touch with our broader network as much as we…

Jens Nordvig on Bloomberg TV – Credit Suisse Fallout

Our Founder and CEO, Jens Nordvig was on Yahoo Finance this morning discussing the wider implications of Silicon Valley Bank’s collapse. Click here to watch

“Jens Nordvig, the former senior global markets economist at Goldman Sachs and one of the most sought-after voices on Wall Street, called out the reversal on Twitter while claiming that it “is not getting enough attention.”

Here is the link to Martin Wolf’s piece: Lessons from the Great Reflation, which draws extensively on the substack we published over the weekend: And here is the link to the original substack on the Money Inside and Out Steam      

  What is the same? Back in 2016, in our inaugural Exante Data letter, we discussed the future of research (link). Specifically, I wrote back then: “Technology is changing how information is created, processed and analyzed. In a financial markets context, new technologies, especially data analytics, are changing investor behavior…

Dear Friends and Colleagues, We have transitioned from a stimulative policy regime that boosted asset values (and which was possible when inflation was low) to a regime of persistently higher inflation and no central bank “put” in sight. In the prior regime, asset ownership paid off almost regardless of which…

“Why the Dollar Could Be on Its Way to a Record Year” https://www.barrons.com/articles/why-the-dollar-could-be-on-its-way-to-a-record-year-51663355042