Money: Inside and Out
Exante Data, Chris Marsh, Tor Vollalokken, Wouter Schmit Jongbloed, Alex Etra, Jens Nordvig, Martin Lynge Rasmussen, Gregory MakoffThe Exante Data team on global macroeconomics and finance.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 227 | Subscribers | Read | moneyinsideout.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
On Argentina's program slippage
BCRA balance sheet suggests a return to the same old bad habits
State of Chinese gold demand
Spec demand shifts from ETFs to SHFE, undisclosed official buying picked up in Q2.
Is China understating its GDP?
* Since 2022, two data sources on China’s goods trade balance have diverged substantially. The data on the goods trade balance published by China’s Customs Administration has been $189bn larger than that published by SAFE on a BoP basis in ...
Correlation and macro analysis
Earlier this week, I wrote a quick LinkedIn post about correlation analysis, with reference to Ray Dalio's “ban” on such analysis when at Bridgewater Associates during the Global Financial Crisis. This post, which went semi-viral, is posted...
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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.
Senior Advisor. Focus on Scandinavian currencies.
Heading the analysis of Global Political and Policy Risks @ Exante Data; Macro-Strategist and Wayward Lawyer.
Founder & CEO at Exante Data Inc.
Senior strategist at Exante Data based in Hong Kong.
Sovereign debt junky. Ph.D. In Physics, 21-year Wall Street veteran. Author of Default: The Landmark Court Battle over Argentina’s $100 Billion Debt Restructuring.
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