Claus Vistesen - Pantheon Macroeconomics

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Last quote by Claus Vistesen

Risks are clearly biased to the upside, but we need more clarity on whether Macron can push through his reforms.feedback
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We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Claus Vistesen is associated, including France, Germany, and growth. Most recently, Claus Vistesen has been quoted saying: “Risks are clearly biased to the upside, but we need more clarity on whether Macron can push through his reforms.” in the article ECB to signal a move away from QE by September on better data - Reuters poll.
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Claus Vistesen quotes

Patience, especially in Germany, is wearing thin.feedback

If a deal is not achieved, the EU election calendar probably will make any agreement impossible until the summer. This will bring us precariously close to its next scheduled Greek 10.5 billion euro payment to its creditors.feedback

It is only natural German economists would be calling for a change to interest rates from the ECB but the central bank is likely not to be phased by this… Mario Draghi is used to diffusing these types of situations and the ECB should remain relatively sanguine for now.feedback

Inflation in the euro zone should continue to improve with risks on the upside. By the way, don't think this is restricted to Europe, global inflation is on the rise and at the moment it is probably higher than the consensus expects for 2017.feedback

In contrast to France, companies in Germany are operating with stable margins as higher input costs are being passed on to end-consumers.feedback

GDP growth in the euro area was stable last quarter, and while this report does not carry any details we are confident that the key story was a rebound in domestic demand, which offset a reversal in net exports. Across countries, GDP growth slowed disappointingly in Germany, but growth rebounded in France, and also snapped back in Italy.feedback

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