Claus Vistesen - Pantheon Macroeconomics

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Last quote by Claus Vistesen

Output and new orders are rising briskly. Meanwhile, private sector activity in both services and manufacturing remain strong enough to increase work backlogs and increase employment.feedback
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Sep 22 2017 Brexit
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: “Leading indicators suggest that domestic demand will continue to perform strongly in the second half of the year, but we think the quarter-on-quarter run-rate in headline GDP (gross domestic product) growth will slow to 0.4 percent-to-0.5 percent quarter-on-quarter.” in the article European markets edge slightly higher, but retail lag; Jackson Hole on the radar.
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Claus Vistesen quotes

May 04 2017 - French Presidential Debate

I would not be surprised if markets open higher and go down at lunchtime, I would not be surprised if everything ends the day in red.feedback

Apr 30 2017 - French economy

The French trade surplus with the UK collapsed at the start of 2017, as a UK consumers' spending slowed and the euro soared against sterling. In addition the trade deficit with Asia widened, as exports of aircraft plunged, following a jump at the end of 2016.feedback

Apr 07 2017 - Greece

My guess is that the Greek government got a stern warning from the ECB(European Central Bank)/Bank of Greece that a further impasse would have meant a severe hit to the economy via capital outflows.feedback

Apr 07 2017 - IMF

As for the IMF, I would assume that they are in … otherwise I don't see the Eurogroup agreeing to this. Another way to put it is that they haven't said, as far as I can see at least, that they're out. So I have to assume that they're in.feedback

Apr 07 2017 - Greece

We have to be skeptical of course that a reform pledge for 2019 and 2020 will actually be carried out, but it plugs a hole for now.feedback

Apr 03 2017

We can't be sure the data is correct, mainly in a two-round election.feedback

Mar 21 2017 - Five Star Movement

If Five Star Movement could secure 30 or 40 percent of the vote then of course that would be extremely worrying for the euro area's stability. Whether they can gain an absolute majority… we'll have to wait and see.feedback

Feb 16 2017 - French election 2017

Fillon is still the safe bet. He is taking a tougher stance on immigration.feedback

Feb 09 2017 - Greece

This time around both sides can contemplate Greece leaving the euro.feedback

Feb 07 2017 - Greece

The uncertainty around Greece's euro membership in the first half of 2015 knocked the economy off its feet. Deposit outflows and outflows from Athens-based money market funds will give the first signs that the market is pricing a risk o f a Greek exit from the euro zone.feedback

Feb 07 2017 - Greece

Patience, especially in Germany, is wearing thin.feedback

Feb 07 2017 - Greece

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

Jan 05 2017

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

Jan 05 2017

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

Nov 23 2016

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

Nov 15 2016

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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