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.
Head of Asia Pacific, Grant Wilson, was on Ausbiz talking Australia investment in China. Australian investors embedded a China sovereign risk premium as Australia investment in China fell by 25% last year – an unprecedented amount. In addition, Grant discusses the Port of Darwin issue.
Founder Jens Nordvig joined Raoul Pal and Real Vison for a deep dive into the global macro outlook. They talked: – COVID end-game – Fiscal policy trends and bond market dynamics – New US policy initiatives (tax coordination etc) – Potential for ‘New Bretton Woods’ for FX – FX views…
While many focus on the rise of bitcoin (50K today 16 February 2021), central banks are working in the background to create their own digital currencies. Our Head of Asia Pacific, Grant Wilson, contributed to this CNBC video report on the topic which has received a lot of attention. Joumanna…
Exante Data Founder Jens Nordvig on Bloomberg Surveillance about US yield curve and dynamic for the US dollar. He also talks GBP and its bullish dynamic due to the UK’s positive vaccine rollout and the fact that the Bank of England has put its negative policy rate scenario on…
Jens talks coronavirus vaccination pace – US and Europe. Pfizer’s German facility producing vaccines is coming online. The desire now is to get the hospital pressure under control, speed up the vaccinations, and open up the services sector. He also talks the Fed’s Powell strong forward guidance and China’s creation…
