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

Anticipation Is Everything
Markets have made their bet on further monetary easing, and they’re now waiting for central banks to deliver.
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Front-Running Easy Money
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.
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Are Bonds Setting A Trap?
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.
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The Grand Finale
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.
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Interest Rates Correlation With Equity Prices? Its Complicated
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?
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All Aboard The Reflation Train?
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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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 (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

Publications