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Jens Nordvig

Jens Nordvig

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Founder, Exante Data; FX/flows, EM, macro

Escorts May Favor National Flags Over Convenience Registries
Social•Mar 21, 2026

Escorts May Favor National Flags Over Convenience Registries

One question for the shipping experts out there. Historically, a lot of the tankers globally have carried flags of convenience (Liberia etc) Given the escort debate, who will escort those? Or, will escorts only be provided to ships with traditional national flags (Japan, S. Korea, India, Denmark, Greece)? Or will ships now re-flag to get access to escorts?

By Jens Nordvig
Fed Cuts Spark Long‑term Rate Divergence, Now at 5%
Social•Mar 20, 2026

Fed Cuts Spark Long‑term Rate Divergence, Now at 5%

When the Fed cutting cycle started in 2024, 20Y rates quickly moved to 4%. And after 175bp of cuts, the 30Y rates is back up to 5%. The latest wiggle is obviously the Iran effect. But the divergence is arguably 2 years...

By Jens Nordvig
Yen Rebounds, Forint Climbs, Yuan Rallies Onward
Social•Feb 25, 2026

Yen Rebounds, Forint Climbs, Yuan Rallies Onward

JPY reversing weaker HUF gaining (on negative polls for Orban) CNH continues to rally consistently

By Jens Nordvig