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


No News Is Good News
As the US and UK economies are hopefully about to provide the first glimpse of what post-virus pent-up demand looks like, investors are left contemplating whether reflation—and the associated shift in asset prices— is actually sustainable.
GameStop - Game Over
Market observers and participants have been distracted by the battle between Reddit’s plucky retail investors and short-selling hedge funds over the fate of GameStop. But for the rest overall trend in financial markets, it's game on.
The Riddle Of The Dollar
Judging by the latest virus numbers in Europe, and government announcements to contain it, markets may soon have to read up on the math of lockdown economics.
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.
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.
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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FEZ SPDR DJ Euro Stoxx 50
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FXE Euro Currency Trust
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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
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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 (7 years 3 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)


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