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…
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,…
The Substack blog is here.
Jens talks about his recent Substack blog: The End of US Exceptionalism and shows some key charts. You can subscribe to our Substack: Money Inside and Out on our homepage – click on the icon.
