Money: Inside and Out
Exante Data, Chris Marsh, Tor Vollalokken, Wouter Schmit Jongbloed, Alex Etra, Jens Nordvig, Martin Lynge Rasmussen, Grant WilsonThe Exante Data team on global macroeconomics and finance.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 182 | Subscribers | Read | moneyinsideout.substack.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 ...
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.
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.”
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.
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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. 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.
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