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


Anticipation Is Everything
Markets have made their bet on further monetary easing, and they’re now waiting for central banks to deliver.
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.
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.
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.
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?
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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GLQ Clough Global Equity Fund
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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 (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)


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