Claus Vistesen | TalkMarkets | Page 2

Claus Vistesen

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 in economics and finance from the Copenhagen ...more
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Latest Posts
17 to 32 of 74 Posts
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Spare A Thought
Sunday, June 12, 2022 12:59 PM EDT
Spare a thought for the Fed. The hope that inflation had peaked in March was brutally dashed last week as headline inflation printed a new high of 8.6%. A 50 bps rate hike this month is now all but certain, with many forecasters looking for 75 bps.
In this article: FXE, FXY
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Time To Buy?
Tuesday, May 17, 2022 5:18 AM EDT
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.
In this article: IEF, SPX
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Back To The Macro Basics
Friday, April 29, 2022 4:56 AM EDT
"Where are we in the business cycle?" is a question macroeconomists often are asked by investors.
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The Inversion
Sunday, April 3, 2022 1:30 PM EDT
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?
Sunday, March 13, 2022 7:24 AM EDT
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
Sunday, February 20, 2022 1:30 PM EDT
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.
In this article: SPX, VIX
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Where Is The Fed's Put?
Sunday, January 30, 2022 12:30 PM EDT
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?
In this article: SPX, VIX
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Mark To Market
Sunday, January 2, 2022 1:15 PM EDT
I thought that I would have a look at my own financial performance in 2021. In preview, I did alright, but not as well as the market. Let's take a look at what my portfolio held and how well it did.
In this article: ADM, BG, TTM, WFC, ESLOY, NXTYQ, FFIV, UTHR, SPX, SIEGY
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Omicron Flattens The Yield Curve
Sunday, December 5, 2021 12:30 PM EDT
The arrival of the Omicron variant seems to have had two relatively predictable effects on financial markets. Volatility has shot higher, and the yield curve has flattened.
In this article: TLT, SPX
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The Latest Front In The Macro Wars
Sunday, November 21, 2021 4:00 PM EDT
The question we need to ask is whether there are conditions under which policy tightening—both fiscal and monetary—to rein in demand are optimal or desirable in an economic sense, even if it means unemployment going up. The answer is yes.
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Mistakes Happen
Saturday, November 6, 2021 3:00 PM EDT
Everyone often looks up the same price in the morning to get a feeling of where sentiment is. It’s often one of the big ones; the S&P 500, the long bond, or gold. Recently, everyone's been following the bloodbath in short-term interest rate markets.
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Make Your Bets
Sunday, October 17, 2021 8:13 PM EDT
Equities are a sideshow compared to the drama in rates. While economists are still busily debating whether inflation is here to stay, and whether monetary policy should respond, the reality is that it already is.
In this article: EEM, IEF, SPX
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Wanted: A Theory Of Inflation
Sunday, October 3, 2021 4:44 PM EDT
The more I think about the current debate about inflation, the more I am inclined towards the following remarkable conclusion: we do not currently have a good framework to explain inflation, neither cyclically nor structurally.
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The Meaning Of Transitory
Sunday, August 1, 2021 3:55 PM EDT
The community has been busy in the past few months educating each other about what inflation is and what it isn’t. To re-cap, just because prices are going up doesn’t mean that inflation is. Inflation is the rate at which prices are advancing.
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Volatility Selling Is Back
Sunday, June 6, 2021 5:19 PM EDT
In old-school assets, the overarching theme at the moment seems that the vol-sellers are back in charge. The VIX has hurtled lower, to just over 15, and at this rate it will soon be in the low teens.
In this article: PFE, VIX, GME, NOK, AMC, BB
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No News Is Good News
Sunday, April 18, 2021 2:09 PM EDT
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.
In this article: SPX, VIX
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17 to 32 of 74 Posts
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