Chief Eurozone Economist at Pantheon Macroeconomics
Contributor's Links: Alpha Sources.CV

Claus Vistesen is a Danish economist who specializes in macroeconomics. His primary research interests include demographics, macroeconomics and international finance which he practices as a research editor in London. He holds Master’s degrees ... more

ALL CONTRIBUTIONS

Get Ready
Last week’s price action provided a foundation for markets to get an answer to the question on everyone’s mind. The climb in equities and the decline in the dollar are interesting in their own right, but I am keeping my eyes on the US bond market.
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Take A Step Back
Investors are perturbed by two trends. Firstly, they are watching the crash in oil prices. The second is that almost everyone seems skeptical about the sustainability, I even dare say “fairness”, of the rally in equities.
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When Narratives Break
Everybody knows the feeling that they’re getting more than they bargained for, and I suspect we’re about to see a crack in the market narrative along those lines. Let me explain.
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Is It Priced In?
There are so many things we don’t know, so let’s start with the few things we do...
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What Happens Next?
Last week’s price action was one for the history books,.
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The Odd Man Out
It has become increasingly fashionable to direct scorn and ridicule at the so-called equity Perma bears. This is understandable, to a point.
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STOCKS I FOLLOW

ACWI iShares MSCI ACWI Index Fund
DBUK Deutsche X-trackers UK Hedged Equity ETF
DEZU iShares Adaptive Ccy Hdgd MSCI Euroz ETF
DGT SPDR DJ Global Titans ETF
DXPS WisdomTree UK Hedged ETF
EEA The European Equity Fund Inc.
EPV UltraShort MSCI Europe ProShares
ESGW Columbia Sustainable Global Eq Inc ETF
EURL Direxion Daily FTSE Europe Bull 3x Shares ETF
EWG iShares MSCI Germany Index Fund
EWJ iShares MSCI Japan Index Fund
EWP iShares MSCI Spain Index Fund
EWU iShares MSCI United Kingdom Index Fund
EZU iShares MSCI EMU Index Fund
FEP First Trust Europe AlphaDEX ETF
FEU SPDR DJ Stoxx 50
FEUZ First Trust Eurozone AlphaDex ETF
FEZ SPDR DJ Euro Stoxx 50
FIEE UBS AG FI Enhanced Europe 50 ETN
FIHD UBS AG FI Enhanced Global Yield ETN
FKU FstTr ET AlDx2 Shs First Trust United Kingdom AlphaDEX Fund
FXA CurrencyShares Australian Dollar Trust
FXE Euro Currency Trust
FXY CurrencyShares Japanese Yen Trust
GLQ Clough Global Equity Fund
HEDJ WisdomTree Europe Hedged Equity ETF
HEWU iShares Currency Hedged UK ETF
HEZU iShares Currency Hedged MSCI EMU ETF
HFXE IQ 50 Percent Hedged FTSE Europe ETF
HGEU ProShares Hedged FTSE Europe
IEIL iShares Enhanced International Large-Cap ETF
IEV iShares Europe
RFEU First Trust RiverFront Dynamic Eurp ETF
RGRO RevenueShares Global Growth ETF
RNE Morgan Stanley European Fund Inc.
RWV RevenueShares Navellier Overall A-100 Fund
SPY SPDR S&P 500
UPV ProShares Trust
VGK VANGUARD EUROPEAN ETF
VT Vanguard Total World Stock ETF
WMT Wal-Mart Stores Inc.
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TWEETS

PERSONAL BLOG

Latest Posts
I Spy, Volatility!
As sell-side strategists parse the entrails of positioning data, and update their greed & fear models, to guess whether markets are due a rebound, investors should not forget the big picture. The conditions for further weakness remain in place.

Work Experience

Chief Eurozone Economist
Pantheon Macroeconomics
April 2014 - Present (6 years 5 months)
Head of Research
Variant Perception
August 2011 - April 2014 (2 years 9 months)
Research Analyst
Lighthouse CPH
June 2009 - September 2010 (1 year 4 months)

Education

The University of Hull
MRes Economics
2010 / 2011
Copenhagen Business School
Msc. Economics and Finance
2007 / 2010
Copenhagen Business School
Bsc. Management and Social Science
2004 / 2007

Publications