Dear Friends and Colleagues,     I have been watching the Fed for about 25 years now. And I cannot recall a meeting with so much uncertainty as the one on September 18. The market is split on whether the Fed will do 25bp or 50bp. And there is even…

Jens Nordvig on Schwab Network – Discussion on the macroeconomic implications of Nvidia’s earnings

Jens Nordvig on Bloomberg TV – Discussion on the intervention of Chinese state banks

Jens Nordvig on Yahoo Finance – Discussion on the latest extremely weak China data

Jens Nordvig on Bloomberg TV – Discussion on US Credit Downgrade, BOE Decision

Dear Friends and Colleagues  Markets are non-linear. We have seen dramatic examples of this in Q2: the turn in China sentiment and the AI-driven boost to tech sentiment being just two examples. Linear thinking is a death-wish in markets. Hence, we need alternative data to capture turning points early, and…

  Jens Nordvig on the Blockworks Podcast Watch it on Youtube:  

Jens Nordvig on Bloomberg TV – Discussion on Euro Dollar

Dear friends and colleagues, It has been a crazy busy time. A continued stream of macro shocks has hit global financial markets since 2020, and we have been 100% focused on serving our clients. As such, we have not kept in touch with our broader network as much as we…

Jens Nordvig on Bloomberg TV – Credit Suisse Fallout

Our Founder and CEO, Jens Nordvig was on Yahoo Finance this morning discussing the wider implications of Silicon Valley Bank’s collapse. Click here to watch

“Jens Nordvig, the former senior global markets economist at Goldman Sachs and one of the most sought-after voices on Wall Street, called out the reversal on Twitter while claiming that it “is not getting enough attention.”

Here is the link to Martin Wolf’s piece: Lessons from the Great Reflation, which draws extensively on the substack we published over the weekend: And here is the link to the original substack on the Money Inside and Out Steam