Money: Inside and Out
Exante Data, Chris Marsh, Jens Nordvig, Martin Lynge Rasmussen, Gabriel SterneThe Exante Data team on global macroeconomics and finance.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 238 | Founded | 6 years ago | Last Issue | 11 days ago |
| Active | |||||
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moneyinsideout.substack.comLatest Issues
Rewriting history at the Bank of England
IT IS WELL documented that Bank of England Governor Bailey is a historian by training. As such, Bailey might be expected to lean on his background from time to time, such as in his recent speech on AI.
But being a historian does not give B...
Renminbi internationalization gets a stronger political mandate
After nearly a decade of limited progress, RMB internationalisation appears to have re-accelerated since 2024. The context appears highly supportive of continued progress: the renminbi has been appreciating since last summer as China’s bala...
China is reflating...
China has been stuck in deflation since late 2024. The consensus suggests it is persistent.
However, inflation has accelerated since last summer. And we believe China may have shifted from a one-sided deflation regime to a two-sided infla...
BOE communication challenges
Amongst the highlights of the Exante Data 10th Anniversary conference in New York at the end of March was the speech by the Bank of England’s external MPC member Alan Taylor.
Taylor’s speech was an important intervention after the sell-of...
Exante Data 10th Anniversary Conference
As well as meeting friends, colleagues, and clients, one week ago the Exante 10th Anniversary conference brought together insightful speakers to reflect on the past decade and contemplate structural themes that may drive the decade ahead. N...
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Authors
The writers behind this newsletter.
Data driven insights before the consensus. Ex ante is better than ex post. Building macro strategy for a global audience.
Senior Adviser Exante Data. The artist formerly known as The General Theorist.
Founder & CEO at Exante Data Inc.
Senior strategist at Exante Data based in Hong Kong.
Economist, Oxford Economics
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