Jens Nordvig

Dear Friends and Colleagues   Markets are non-linear. We have seen dramatic examples of this in Q2: the turn in China...

Dear friends and colleagues, It has been a crazy busy time. A continued stream of macro shocks has hit global...

Here is the link to Martin Wolf’s piece: Lessons from the Great Reflation, which draws extensively on the substack we...

What is the same? Back in 2016, in our inaugural Exante Data letter, we discussed the future of research (link)....

Dear Friends and Colleagues,  We have transitioned from a stimulative policy regime that boosted asset values (and...

“Why the Dollar Could Be on Its Way to a Record Year”...

The vision of Exante Data has always been to use alternative data and a differentiated human strategy approach to help...

Dear Friends and Colleagues, How the future looked in 2016… When I founded Exante Data in 2016, I wrote about the...

Dear Friends and Colleagues When we founded Exante Data back in 2016, our mission was to deliver superior markets...

Dear Friends and Colleagues, We want to communicate with the public, and stay in touch with all our contacts around...

Exante Data is 5 years old today. It has been an incredible ride, and 2020 was frankly the most challenging year on...

Dear Friends and Colleagues, The year gone was a very eventful one for Exante Data Inc.  On the people front, we added...

Freedom of expression is a wonderful thing. I felt that when I founded Exante Data in 2016, after working for years...

In early August we declared that ‘Fixed Income is Dead, Long Live FX’.   Over the past month, this view has become...

In 2019, fixed income was king. Many macro funds turned to rates RV and duration trading, and many went as far as...

Dear Friends and Colleagues, We are pleased to announced two senior additions to the Exante Data team, which will help...

By Jens Nordvig, Founder and CEO of Exante Data Inc. Europe is facing an unprecedented shock from the coronavirus, and...

A couple of points about what I learnt about managing teams while working remote with the crew at Exante Data since...

This letter draws on research previously published for Exante Data clients. It is meant to reach a broader audience as...

Since its founding in 2016, Exante Data has been focussed on serving the world’s most sophisticated investors.   But...

We normally get quoted in the financial press (Bloomberg, WSJ, Reuters, CNBC, FT etc). But our use of alternative data...

It has been an extraordinary past month in global financial markets, and for Exante Data as well. We are writing today...

Since the shock from the coronavirus hit China, we have been tracking real time activity indicators. Our basic...

Exante Data Inc. today announces that Mr Ankit Sahni is joining Element Capital Management, as Director within...

Dear Friends and Colleagues,  We are constantly adding new data and product lines to our service.  Today, we are...

Yesterday, we hosted a client event with Simon Potter in Mid-Town.    We would like to thank Simon for agreeing to...

Dear Friends and Colleagues,  We are pleased to announce that Grant Wilson has joined Exante Data as Head of Asia...

Dear Friends and Colleagues,  We are very happy to announce that Brad Setser has joined Exante Data as a Senior...

Dear Friends and Colleagues, Last week, we hosted our second Capital Flow Round-table at the Harvard Club in NY, to...

New York, September 4, 2018 Dear Friends and Colleagues, Exante Data LLC was founded 3 years ago, in a ‘broom...

Dear Friends and Colleagues, The holistic angle to capital flow analysis is a cornerstone of our approach at Exante...

Dear Friends and Colleagues,  Socialism means something different in different countries and at different times.  In...

New York, May 3, 2018  Dear Friends and Colleagues,  Last year, I was on a conference call with an old contact who...

March 8, 2018  Dear Friends and Colleagues,  US Commerce Secretary Wilbur Ross was on TV over the weekend. He was...

New York, January 5, 2018  Dear Friends and Colleagues,  Anniversaries are a good a time for reflection, as well as...

New York, November 6, 2017  Dear Friends and Colleagues,  We are excited to announce that Wouter Jongbloed will be...

New York, September 22, 2017  Dear Friends and Colleagues,  A month ago, I suggested to Web Begole, who manages...

There is a big debate happening about the changing structure of markets. The role of passive investors and the...

Let me start with an anecdote from many years ago. Back in 2008, I was a speaker on a panel at the Milken conference...

The French presidential election on 23 April is going to be a nail-biter. It is already captivating the media and...

Dear Friends and Colleagues,  Evil spirits have again laid siege to the European continent. Based on the economic...

The mission of Exante Data™ is to provide better answers to key macro questions through superior data and analytics....

Dear Friends and Colleagues, We have gotten used to certain questions having simple answers. But times are changing. A...

Dear Friends and Colleagues,  I will start this Letter with three paragraphs on China, and then turn to a quick update...

Dear Friends and Colleagues,  It has been another busy week. Key central banks had important meetings, and at least...

Dear Friends and Colleagues,  Exante Advisors and Exante Data are both six months old today. It has been an incredible...

Dear Friends and Colleagues,  This newsletter was supposed to be about the progress we are making in terms of building...

Dear Friends and Colleagues,  This is the inaugural Exante Data newsletter (I left my position as head of research at...