Global Economics, Currency Markets, and Geopolitical Analysis by Jens Nordvig

Jens Nordvig is founder and CEO of Exante Data, a firm delivering macro and currency strategy to institutional clients worldwide. Earlier career stages included roles as Global Head of Currency Strategy at Nomura and senior positions at Goldman Sachs, where responsibility included advising funds managing billions in Forex exposures. Nordvig developed the widely cited “currency premium” model, and his analyses now integrate stablecoins and CBDCs as part of evolving global liquidity. His firm’s subscription products reach more than 5,000 professional users, including hedge funds and central banks.

Nordvig frequently appears on Bloomberg TV, CNBC, and in major financial journals, with social media commentary followed by over 100,000 users. Speaking engagements at IMF and BIS conferences attract professional audiences of 600+. Annual earnings, combining company profits, subscriptions, and advisory fees, are estimated in the high six-figure USD range. By connecting traditional Forex markets with crypto-driven innovations, Nordvig has established himself as one of the most respected currency strategists of his generation.

  • Yulia Slavina
  • 21.10.2026
Jens Nordvig: OAT spreads approach 160bp after 'riot news' with spill-overs to European banks
OAT spreads broke 150 basis points on what was referred to as 'riot news' and are quickly approaching 160 basis points, though there was no very obvious news catalyst on the day. Jens Nordvig ...
  • Igor Krasulya
  • 18.10.2026
French news unlikely to shift markets, Jens Nordvig notes
Jens Nordvig commented that market reactions to recent news from France are rare, as such developments are typically seen as temporary and not sufficient to impact the broader economy. He also ...
  • Ksenia Gerey
  • 12.10.2026
Jens Nordvig: Key topics for global client base include French debt, equities and ai capex
Jens Nordvig is set to appear on CNBC Fast Money later today to discuss several key topics with a global client base. Nordvig highlighted questions around how serious an issue French debt tension ...
  • Yaroslav Dmytrenko
  • 04.10.2026
French bond spreads widen beyond 2010 and 2012 Euro-crisis levels, Jens Nordvig notes
Jens Nordvig highlights that French bond spreads have widened more sharply than during either the Greek debt crisis of 2010 or the period of Spanish denomination risk in 2012. He also observes ...
  • Yulia Slavina
  • 12.09.2026
Jens Nordvig: ExanteData merges with Vanda Research to advance macro analytics
Jens Nordvig participated in a long-form interview on The Compound and Friends podcast, discussing the recent merger of ExanteData with Vanda Research. The conversation highlighted the rationale ...
  • Elena Nikulina
  • 10.09.2026
Further U.S. fiscal stimulus may shift market sentiment in 2026, Jens Nordvig examines
Jens Nordvig raises a question about how U.S. markets might react to an announcement of additional U.S. fiscal stimulus in 2026, specifically referencing the possibility of new stimulus checks. ...