Since the shock from the coronavirus hit China, we have been tracking real time activity indicators. Our basic philosophy is the following: Given how severe the situation is, and given how lagged traditional macro indicators are, there is now considerable value in tracking alternative indicators. China’s policy response to the…
CLICK HERE to watch our Head of Asia Pacific, Grant Wilson on RealVision TV interview focused on Economic and Market Impact of the Coronavirus
We are pleased to announce our partnership with EPFR – the global industry leader in providing fund flows and allocation data to financial institutions. This collaboration bridges a gap for investors with global exposure by delivering Forex (FX) positioning indices and analysis driven by a unique dataset that captures global,…
We are excited to announce the launch of our partnership with EPFR – FX Flow Pulse. Join us in Boston on February 13th, for a panel discussion with Jens Nordvig, Brad Setser, Marnie Owen and Cameron Brandt. Key topics on the agenda as it stands: EUR and equity flows Coronavirus,…
Brad Setser’s work was quoted by the US Treasury in the offiical report released on January 14, 2020 (full quote below in blue). We are not sure a ‘private person’ has ever been named as a source before in that report, so we are a little impressed. Quote from Treasury…
Dear Friends and Colleagues, The year gone was a very eventful one for Exante Data Inc. On the people front, we added a number of strategic hires, including Alex Etra, Brad Setser, and Grant Wilson (our updated org chart is here) On the business front, we have…
Exante Data Inc. today announces that Mr Ankit Sahni is joining Element Capital Management, as Director within portfolio management. Jens Nordvig, Founder and CEO of Exante commented: “Ankit has made a significant contribution to Exante since our inception in 2016. It is a testament to his skill-set and insights that he would be sought…
Dear friends and colleagues, We are constantly adding new functionality to the Global Flow Analysis (GFA) platform. Two weeks ago we announced a new sophisticated model for predicting CTA flows (let us know if you want a recap). And this week, we are announcing that we have added a…
Dear Friends and Colleagues, We are constantly adding new data and product lines to our service. Today, we are pleased to announce the launch of a new quantitative tool. This tool allows clients to track and predict the behavior of certain systematic investors (known as CTAs). As they grow larger…
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.
