Monday, June 17, 2019 2:08 AM EDT
Markets have made their bet on further monetary easing, and they’re now waiting for central banks to deliver.
Chief Eurozone Economist at Pantheon Macroeconomics
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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
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 Business School and the University of Hull. At Pantheon, Claus focuses on the Eurozone, with particular emphasis on the core economies of Germany and France, and on ECB policy. Claus also specializes in demographics, growth and the interaction between asset markets and monetary policy.
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ALL CONTRIBUTIONS
Front-Running Easy Money
Sunday, April 14, 2019 11:06 PM EDT
The three-month stock-to-bond ratios in the U.S. and Europe have soared, indicating that equities should lose momentum in Q2 at the expense of a further decline in bond yields.
Are Bonds Setting A Trap?
Sunday, October 7, 2018 4:21 PM EDT
The easiest way for U.S. bond markets to entice investors to abandon their obsession with a flattening yield curve—and whether it’ll soon invert—always was to steepen it.
The Grand Finale
Monday, August 20, 2018 8:40 AM EDT
We are due a fall in U.S. bond yields, potentially in both the 2y and 10y but almost certainly in the latter. I reckon that this happens alongside, or right after, a final moonshot in the dollar.
Interest Rates Correlation With Equity Prices? Its Complicated
Monday, March 5, 2018 10:23 AM EDT
Markets were mulling familiar themes last week. Will a wider U.S. twin deficit change the rules for the dollar and treasuries and is elevated volatility here to stay in equities?
All Aboard The Reflation Train?
Sunday, September 17, 2017 4:09 PM EDT
One week does not make a trend, but the path toward a new reflation trade is simple. The dip in U.S. core inflation is temporary and political uncertainty will fade, prompting investors to focus on the bright side.
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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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PERSONAL BLOG
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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 (5 years 4 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 | |
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