Yesterday, we hosted a client event with Simon Potter in Mid-Town. We would like to thank Simon for agreeing to share his insights. We have been in dialogue with Simon for many years, including during the many years when he was head of the markets group at the NY Fed.…
Barron’s did a very nice profile of Exante last week (thanks to Leslie Norton) with a detailed Q&A about key drivers of the currency markets (Trade War, US currency intervention, Global Growth). It is available on the link.
Our Founder and CEO, Jens Nordvig, discusses emerging market currencies and the impact from the U.S.-China trade war. He speaks with Nejra Cehic and Tom Keene on “Bloomberg Surveillance.”
China allowed its currency to fall below the key 7 yuan-per-dollar level for the first time in more than a decade. Jens Nordvig, and CNBC’s Steve Liesman joins “Squawk Box” to discuss CNY dynamics and the risk of US currency intervention in detail (and Trump tweet about currency manipulation during…
In rise of persisting questions regarding the possibility of USD Intervention, here is a Bloomberg interview where Jens Nordvig discusses the FX intervention as a new (though not immediate) risk factor for the markets.
After taking a closer look at the underlying structural trends, we see the AUD heading for a more sustainable current account surplus. There are implications for AUD to be seen as a more stable reserve currency as a result.
Dear Friends and Colleagues, We are pleased to announce that Grant Wilson has joined Exante Data as Head of Asia Pacific this month. Grant is based in Sydney, and will be expanding our footprint in the region, and further help to improve our Global Flow Analytics platform. Grant has charted an impressive and unique path over the past…
Real Vision did an interview with Jens Nordvig to break down the multiple trade wars on the horizon, and to explain how investors should position themselves in the current environment. He examines the economic impact of the U.S. fighting two trade wars at once, suggests potential outcomes for the trade…
Dear Friends and Colleagues, We are very happy to announce that Brad Setser has joined Exante Data as a Senior Advisor this month. Brad has an impressive CV (see link) with a mix of official sector and private sector roles (US Treasury, NEC, NSC, Roubini Global Economics). Brad has been analyzing…
April 15, 2018 Dear Friends and Colleagues, Last week, we hosted our second Capital Flow Round-table at the Harvard Club in NY, to discuss major emerging market themes with clients and special guests (Tony Volpon, Eric Baurmeister and Craig Feldman). Beyond a broad conversation about EM as an asset class, the…
Jens Nordvig spoke on Bloomberg TV about Brexit, the need for fiscal capacity in the Eurozone (in the context of his book on the topic), and the systemic contagion risk after Brexit.
Jens Nordvig discusses emerging markets with Yahoo Finance’s Julie Hyman and Brian Sozzi in his first television interview with Yahoo Finance Two short segments discussed were: 1) On the EM signals we are getting from our EM flow analysis and 2) what to look for on the US-China trade deal…
New York, September 4, 2018 Dear Friends and Colleagues, Exante Data LLC was founded 3 years ago, in a ‘broom closet’ . But a lot has changed since then: Our client list has expanded to include a number of the world’s most high profile asset managers. In 2018, we added a new segment of…
New York, November 21, 2018 Dear Friends and Colleagues, The holistic angle to capital flow analysis is a cornerstone of our approach at Exante Data. To that end, yesterday we hosted a capital flow focused round table in New York, with participation of institutional investors, global banks, as well as…
New York, September 4, 2018 Dear Friends and Colleagues, Socialism means something different in different countries and at different times. In the Soviet Union, various forms of economic socialism meant that the government directed (and largely owned) all production infrastructure; and that price mechanisms had been disabled in many important…