The macro environment is incredibly volatile.
But remember: volatility is also opportunity. And we are engaging aggressively with clients and partners to stay on top of key market drivers.
Earlier this week, we hosted a call on the US outlook: Trump 2 is Not Trump 1. And it was one of the most well-attended calls we have had.
Later this week, we will host another special call on historical shifts in European fiscal policy (which brings back memories from the Recovery Fund of 2020).
And looking into April, we will host a dinner event in NY on “The New Regime for Sovereign Risk”, with participation of rating agencies and major asset management CIOs.
If you’re interested in receiving the call recording, please contact kaye.gentle@exantedata.com.
Tradetech FX Miami Recap
Miami was buzzing with discussions on global markets, and a key theme from TradeTech FX was clear—“FX is Back.”
Our CEO, Jens Nordvig, shared key insights on major market trends:
Bearish Sentiment on Europe – Investors remain highly skeptical about Europe’s economic outlook.
Gold’s Growing Role – Gold is increasingly being treated as a key alternative asset, though its adoption is still evolving.
Tariffs in Focus – Trade policy remains a major concern for investors, policymakers, and corporations.
An insightful event with great takeaways. If you missed Jens’ keynote, dive deeper into his analysis on our Substack.
Gold price signals a geopolitical storm, Jens Nordvig’s take on Dagens Næringsliv (Norway’s Major Business Paper)
Gold prices have hit record highs, driven by rising geopolitical tensions and increasing global polarization. Jens Nordvig, featured in Dagens Næringsliv, highlights how structural shifts in global cooperation are fueling this surge.
What would happen if retail investors joined the gold rush?
Find out below.
What military catch-up?
In our latest Substack, Chief Economic Advisor, Christopher Marsh, analyzes Europe’s military spending gap and the challenges of closing it after years of restrained investment.
To learn more about what it might take to catch up, read the full piece below.
Schwab TV Highlight : Market Headwinds & Fed Outlook
Jens Nordvig joined Schwab Network to discuss key market forces—including tariffs and DOGE as “growth drags”—and their potential impact on the economy. He also shared insights on stock vs. bond market moves and why the Fed may be forced into rate cuts later this year.
This was a highly insightful conversation with industry peers, covering some of the most pressing market topics today.
CNBC : Trump Tariff Trades Gaining Momentum
Jens Nordvig joined CNBC’s Street Signs Asia to discuss how Trump’s tariff policies are already making a forceful impact on currency markets.
As global trade tensions rise, “nobody” escapes the effects.