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Money: Inside and Out

Exante Data, Chris Marsh, Tor Vollalokken, Wouter Schmit Jongbloed, Alex Etra, Jens Nordvig, Martin Lynge Rasmussen, Grant Wilson

The Exante Data team on global macroeconomics and finance.

Platform
Substack
PricingFreemiumPublishesWeekly
Issues182SubscribersRead moneyinsideout.exantedata.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

A historical Fed meeting

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 18th. The market is split on whether the Fed will do 25bp or 50bp. And there is even more uncertainty about ...

a month ago
8
0

Fooled by the seasons

EARLIER THIS YEAR, we noted the aggressive disinflation across major economies in the latter half of 2023 after strong first half inflation readings.

a month ago
8
0

Eurozone portfolio debt inflows resume

IN 2017, then-ECB Executive Board member Benoît Cœuré reflected on the “international dimension of the ECB’s asset purchase program” by noticing that the “APP… appear[s] to have triggered substantial capital flows across borders.”

a month ago
6
0

China's great carry trade to unwind?

* China’s trade balance reached $852bn in the year to July, reflecting weak domestic demand and Chinese manufacturers’ growing global market share.

a month ago
19
0

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Authors

The writers behind this newsletter.

  • Exante Data

    Data driven insights before the consensus. Ex ante is better than ex post. Building macro strategy for a global audience.

  • Chris Marsh

    Senior Adviser. The artist formerly known as The General Theorist.

  • Tor Vollalokken

    Senior Advisor. Focus on Scandinavian currencies.

  • Wouter Schmit Jongbloed

    Heading the analysis of Global Political and Policy Risks @ Exante Data; Macro-Strategist and Wayward Lawyer.

  • Alex Etra
  • Jens Nordvig

    Founder & CEO at Exante Data Inc.

  • Martin Lynge Rasmussen
  • Grant Wilson

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