We will be hosting various client events in Miami/West Palm Beach Feb 10th & 11th.Jens Nordvig will be delivering the Keynote speech on the Dollar at the TradeTech FX conference on Tuesday Feb 11th.
If you are interested in joining us for lunch or rooftop cocktails,please contact kaye.gentle@exantedata.com for more information. |
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Jens Nordvig, “The market’s data king, reveals what will drive Trump’s Treasury” in The Australian Financial Review |
In a recent Australian Financial Review article, Jens Nordvig explores the shifting dynamics of global markets, focusing on U.S. fiscal policy, bond market risks, and emerging economic drivers like AI. He notes a growing investor reassessment of sovereign debt, with political upheaval and high debt levels reshaping attitudes.
Nordvig highlights the resilience of U.S. tech giants fueling AI investment, contributing a full percentage point to growth despite higher interest rates. Meanwhile, geopolitical tensions and weak global growth support the U.S. dollar’s strength.
In Australia, he sees limited excitement in the economy without a resource boom to drive momentum.
Norges Bank Should Ignore the Krone
In one of our latest substacks, Tor Vollalokken argues that Norges Bank should prioritize broader economic resilience over concerns about the krone exchange rate. Structural outflows, geopolitical risks, and global trade shifts, not the policy rate, will shape the krone’s future.
Our Institutional Access services is only available for institutional investors, but policy makers, family offices and private investors can access our Money Inside and Out Substack.
CNBC Asia Highlight : The Impact of ‘Trump 2.0’
Jens Nordvig appeared on CNBC Asia’s Squawk Box to break down the potential effects of ‘Trump 2.0’ on U.S. debt and fiscal policy. He discussed rising treasury issuance, shifting global demand for U.S. debt, and what it all means for the U.S. economy.
This was a very insightful discussion with peers and addresses hot topics currently.
CNBC : Tariff Headlines as Noise?
Jens Nordvig, joined CNBC’s Fast Money segment to discuss the swings in currency markets amid tariff headlines.
Jens breaks down why he sees these headlines as noise and what really drives market movements.
Client Feedback Spotlight
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30-jan-2025: “I must have rewatched your Bessent Interview about 5 times now”