Claus Vistesen
Claus Vistesen is a 23 year old macroeconomist on the verge of finishing his MSc in Applied Economics and Finance from the Copenhagen Business School. His primary research interests are international finance and international macroeconomics. Especially, the changing structure of global and national demographics is a strong anchor in his work. Moreover and as the wonk he ultimately is he also takes an interest in the econometrics discipline which he intends to dig deeper into post graduate. Seeking Alpha readers will be spared of his inclinations in this direction however.
He primarily writes out of his own blog Alpha.Sources as well as Global Economy Matters. He liaises closely with his colleague and friend Edward Hugh whom he develops and produces research material and articles with. In terms of specific topics Claus tracks the European economies as well as Japan as his main areas of focus. However, an overdose of curiosity often leads him to other subjects not least in the context of one of his main endeavors which is to link the global liquidity and capital flow edifice to the demographic profile of the global economy.
Claus can be contacted at clausvistesen[at]gmail[dot]com as well as through his personal weblog and webspace www.clausvistesen.squarespace.com
Papers and Publications
Vistesen, Claus (2008) – Of Low Yielders and Carry Trading – the JPY and CHF as Market Risk Sentiment Gauges, GEM Working Paper 01-08
Claus Vistesen's Latest Articles
- The Global Economy: Is Deflation the Next Macro Story?
-
Japan: The Recession Is Here
on Sep 16, 2008 about EWJ
- What's Next for Brazil's Economy?
- Testing Hank Paulson's Resolve on the GSEs
- Is the Buck Really Back?
- Japan: Recession All but Certain
-
CEE and Baltic Currencies: Where Now?
on Aug 05, 2008
-
Baltic Nations Moving Closer to a Correction?
on Jul 30, 2008 about RNE
-
Is the Eurozone Heading Off a Cliff?
on Jul 25, 2008 about ERO
-
The Danish Economy: Sailing into Dire Straits?
on Jul 15, 2008
-
Tremors in Danish Banking
on Jul 11, 2008
-
The ECB - Token Move or Sign of More to Come?
on Jul 07, 2008
- How Much Longer Can Japan Fight Off Recession?
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Wall Street Breakfast: Must-Know Newsby SA Editor Rachael Granby- Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought.
- Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only.
- Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week.
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Wednesday, October 15.Bullish Calls:Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.Bearish Calls:Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."Email continues...
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