user avatar
Exante Data
@ExanteData
Data driven insights before the consensus We serve the world's top institutional investors exantedata.com moneyinsideout.exantedata.com
New York, NY
Joined October 2016
Posts
  • user avatar
    We track how #COVID19 is shutting down economy after economy via real-time traffic data. Current countries in focus: #SaudiArabia #Italy #China #USA #SocialDistancing
  • user avatar
    This is the second post in a series on 'important economists' (based on the judgement of the @ExanteData team). Today, we cover an economist that not everybody knows well: Douglass North (1920-2015). As many other economist, he provided counter-arguments to previous economic
  • user avatar
    Today in our series on 'important economists', based on the judgment of the @ExanteData team, we look to an under-appreciated financial economist: Hyman Minsky. Hyman Minsky (1919-1996) was an American economist who is best known for his research on financial instability and the
  • user avatar
    We track how #COVID is shutting down economy after economy around the world, via real-time traffic data from major cities. Today, a US city, Seattle, is entering the list previously dominated by China and Italy. #macroeconomics #alternative data
  • user avatar
    #China chart of the day: property price/income ratios in major cities in mainland China are higher than in New York, London and Tokyo, and higher than in Seoul and Taipei in Shanghai, Beijing and Shenzhen. $CNY
  • user avatar
    In 2008, banks lost a ton of deposits, as confidence in the system was shaken. In 2020, confidence in the economic outlook was shaken, but not in the banks. US banks experienced dramatic deposit INFLOW at the height of the crisis. #EachCrisisIsDifferent @Brad_Setser
  • user avatar
    Replying to @TheStalwart
    #Houston on path to catching up w/ #NYC โ€˜s peak in current hospitalizations in per capita terms. TMC estimates ICU capacity could be exceeded in 12 days.
  • user avatar
    Kenneth Arrow is todayโ€™s @ExanteData โ€˜important economistโ€™. Kenneth J. Arrow (1921-2017) was an American economist and Nobel laureate known for his significant contributions to the fields of economic theory and social choice theory. Paul Samuelson would say in 1972 when Arrow
  • user avatar
    FDI into #China fell sharply in Q2 and hit a record-weak -$15bn, meaning that direct foreign investors withdrew money from China. The decline was driven by a combination of weaker greenfield (new) investment, though repatriation of retained earnings also dipped further into
  • user avatar
    #Shanghai subway usage now hovers around zero amid the city-wide #lockdowns
  • user avatar
    Interesting data collected by the @WSJ showing Chinese banks now have more $USD liabilities than assets. While it sounds alarming, it really isn't. Offshore dollar funding is a problem when USD assets > liab. I.e. they've reduced risk, not increased it on.wsj.com/2KWBela
  • user avatar
    It would be an affront to delay any further John Maynard Keynesโ€™s inclusion in our @ExanteData team series on 'important economists'! So why do we remember Keynes as arguably the most important economist of the 20th century? John Maynard Keynes (1883-1946)โ€™s most famous work
  • user avatar
    Todayโ€™s @ExanteData โ€˜important economistโ€™ is another famous figure of international economics and international trade: Paul Krugman. Krugman (born 1953) is an American economist who was awarded the Nobel Prize in 2008 for his contributions to new trade theory and new economic
  • user avatar
    Thank you @donnelly_brent for including Founder @jnordvig on this list of HSBC readers' FinTwit favorites - especially across 4 categories. We are happy to be included and glad we are in good company - congrats to the FinTwit power 20.