Media & News
Letter: The Reverse Cliff Effect for Vaccine Supply Will Allow Global Reopening
Dear Friends and Colleagues, We want to communicate with the public, and stay in touch with all our contacts around...
Jens Nordvig Interview with Institute of New Economic Thinking
Founder Jens Nordvig spoke with INET (Institute of New Economic Thinking) earlier this year in an interview that was...
Jens Nordvig Talks: The End of US Exceptionalism. 21 May 2021
Jens talks about his recent Substack blog: The End of US Exceptionalism and shows some key charts. You can subscribe...
Jens Nordvig on Real Vision: 12 April 2021
Founder Jens Nordvig joined Raoul Pal and Real Vison for a deep dive into the global macro outlook. They talked:–...
Grant Wilson Featured in CNBCi Report on Central Bank Digital Currencies: 11 February 2021
While many focus on the rise of bitcoin (50K today 16 February 2021), central banks are working in the background to...
Jens Nordvig on Bloomberg Surveillance Part 2: 11 Feb 2021
Jens talks coronavirus vaccination pace – US and Europe. Pfizer’s German facility producing vaccines is coming online....
Jens Nordvig on Bloomberg Surveillance (Part 1): 11 Feb 2021
Exante Data Founder Jens Nordvig on Bloomberg Surveillance about US yield curve and dynamic for the US dollar. He also...
Brad Setser Appointed to New US Policy Role
The Office of the United Stated Trade Representative announced its first key senior staff appointments. Brad Setser,...
Grant Wilson on WisdomTree ETFs Behind the Markets Podcast. 22 Jan 2021
Behind the Markets Podcast: Wharton Finance Professor Jeremy Siegel covers the latest economic news from monetary...
5th Annual Letter: After a challenging year…
Exante Data is 5 years old today. It has been an incredible ride, and 2020 was frankly the most challenging year on...
4th Annual Letter: Moss & Fintech
Dear Friends and Colleagues, The year gone was a very eventful one for Exante Data Inc. On the people front, we added...
Launching Our New Blog/Substack: Money Inside and Out
Freedom of expression is a wonderful thing. I felt that when I founded Exante Data in 2016, after working for years...
Jens Nordvig and Exante Data featured in Barron’s 4 December 2020
Mexico, Thailand, and Other Countries Have Been Hit Hard by Covid-19. How to Invest in Their Recovery. Once the head...
Brad Setser Joins the President-elect Biden and Vice President-elect Harris Transition Team
Senior Advisor Brad Setser has joined a Biden-Harris agency review team. Setser is a member of the Office of the...
Fixed income is dead, long live FX (Part II): A New Regime With Different Risk Characteristics
In early August we declared that ‘Fixed Income is Dead, Long Live FX’. Over the past month, this view has become...
Fixed Income is Dead, Long Live FX
In 2019, fixed income was king. Many macro funds turned to rates RV and duration trading, and many went as far as...
On the Rise of Alt-Data
By Grant Wilson, Alex Etra, Web Begole and Jens Nordvig The alternative data (“Alt-Data”) revolution was well...
Amelia Bourdeau and Tor Vollalokken joins Exante Data
Dear Friends and Colleagues, We are pleased to announced two senior additions to the Exante Data team, which will help...
Jens Nordvig joined the Alpha Exchange Podcast with Dean Current to discuss the investment philosophy Exante Data uses to evaluate market risks associated with COVID19.
EPISODE SUMMARY As our crisis series of the Alpha Exchange continues, I was pleased to have the opportunity to engage...
Grant Wilson, Head of Asia Pacific, sat down with Oliver Renick and TD Ameritrade Network to discuss the emergence of a COVID19 Second Wave.
Grant Wilson, Head of Asia Pacific, sat down with Oliver Renick and TD Ameritrade Network. They discussed our latest...
Why the US 2nd Wave is Different: The Case of Florida – Hospitalization Rates Are Tanking
Using detailed data from Florida, we try to explain why the recent acceleration in cases has seemingly not generated...
Open Letter to the ‘Frugal Four’: What kind of Europe do you want in the decades ahead?
By Jens Nordvig, Founder and CEO of Exante Data Inc. Europe is facing an unprecedented shock from the coronavirus, and...
Founder & CEO Jens Nordvig in The Financial Times:Did anyone notice that Merkel-Macron plan was a very big deal?
This letter is copied from a Twitter thread that was expanded and republished as an article in The Financial Times....
What I Learnt From Managing Teams Remotely (During 8 Weeks of COVID Lockdown)
A couple of points about what I learnt about managing teams while working remote with the crew at Exante Data since...
On Optimal Social Distancing – How Long Must We Do This?
This letter draws on research previously published for Exante Data clients. It is meant to reach a broader audience as...
Letter: On the edge of public service
Since its founding in 2016, Exante Data has been focussed on serving the world’s most sophisticated investors. But...
Exante’s COVID analysis featured in WIRED
We normally get quoted in the financial press (Bloomberg, WSJ, Reuters, CNBC, FT etc). But our use of alternative data...
Letter – COVID: In A Time of Macro Crisis: We Would Like to Thank our Clients
It has been an extraordinary past month in global financial markets, and for Exante Data as well. We are writing today...
A Primer On Real-Time China Activity Indicators
Since the shock from the coronavirus hit China, we have been tracking real time activity indicators. Our basic...
Grant Wilson Discusses Market Impact of the Coronavirus on RealVision TV
CLICK HERE to watch our Head of Asia Pacific, Grant Wilson on RealVision TV interview focused on Economic and Market...