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

Time To Buy?
It’s pretty rough out there in financial markets. Stocks are still falling, notwithstanding the odd counter-rally here and there, and yields are still rising, leaving investors with little in the way of a place to hide.
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Back To The Macro Basics
"Where are we in the business cycle?" is a question macroeconomists often are asked by investors.
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The Inversion
To the extent that the inverted yield curve is associated with the expectation of an aggressive Fed hiking cycle in response to inflation, it presents investors with a number of straightforward bets. Here, I run through the three most obvious ones.
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Are You Not Entertained?
It’s possible that the war in Ukraine eventually knocks growth to such an extent, via inflation driven demand destruction, as to bring both monetary and fiscal stimulus back on the table.
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The Thousand Cuts
Equities seem to be in the throes of the death of a thousand cuts at the moment. The rebound towards the end of January from the initial swoon was reversed last week, and at this point, a new low is all but certain.
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Where Is The Fed's Put?
This week has been dominated by a discussion market participants will be familiar with; the strike price of the Fed put. For the uninitiated, this is the threshold at which the FOMC will step in and support markets. So, where is it?
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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 Ultra FTSE Europe
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 (8 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)

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