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Claus Vistesen
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Claus Vistesen
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Articles (46)
Comments (23)
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Australian Monetary Policy: Too Much of a Good Thing
on Nov 06, 2009
•
FXA
The Performance of Japanese Companies: A Growing Connection with External Demand
on Nov 02, 2009
•
EWJ
,
FXY
,
JPP
Japan's Economic Outlook Is in the Eye of the Beholder
on Oct 19, 2009
•
EWJ
,
FXY
John Hempton on the (Hidden?) Losses of Spanish Banks
on Oct 06, 2009
•
EWP
Is Germany Dependent on Exports to Grow?
on Oct 01, 2009
•
EWG
,
FXE
The Case of the Disappearing Bid?
on Sep 23, 2009
•
FXE
,
IEF
,
UDN
A Cautious Bank of Japan Stands Pat
on Sep 17, 2009
•
EWJ
,
FXY
The ECB's Balance Sheet at a Glance
on Sep 15, 2009
•
FXE
Corporate Capex in Japan - Is This What Recovery Looks Like?
on Sep 08, 2009
Is This Really a Global Recovery?
on Aug 02, 2009
•
BKF
,
CH
,
DIA
Escaping Original Sin in Hungary?
on Jul 23, 2009
•
FXE
,
FXF
Daniel Gross on Mellowing Japan
on Jul 21, 2009
•
EWJ
,
FXY
,
JPP
Head Start on Japanese Elections: What About the Economy?
on Jul 13, 2009
•
EWJ
,
FXY
,
JPP
Deflation Grabs Hold of Japan
on Jul 10, 2009
•
EWJ
,
FXY
Chile's Emerging Economy: Better than the Rest?
on Jul 06, 2009
•
CH
,
ECH
Germany's Peer Steinbrueck: Too Smug?
on Jun 14, 2009
•
EWG
Reviewing the Latest Data from Japan
on May 30, 2009
•
EWJ
,
FXY
The Carry Trade and the Global Monetary Credit Transmission
on May 25, 2009
•
BZF
,
SZR
,
XRU
Japanese Housewives: Back in the Game?
on May 13, 2009
•
EWJ
,
FXA
,
FXE
Quantitative Easing à l´ECB
on May 07, 2009
•
FXE
,
IEV
Communication at the ECB: Lost at Sea?
on May 01, 2009
•
CEE
,
FXE
,
IEV
Perspectives on Carry Trading
on Apr 20, 2009
•
DBV
,
FXY
,
UDN
Springtime for Markets?
on Apr 13, 2009
•
ACWI
,
ADRA
,
AIA
How to Increase Consumption in an Aging Japan: It's the World's Problem
on Apr 07, 2009
•
EWJ
,
FXY
,
JPP
Japan's Economy Experiences Engine Failure
on Mar 30, 2009
•
EWJ
On Raising Rates and the Stakes
on Mar 25, 2009
•
CEE
,
FXE
,
UDN
Eastern European Needs a Carrot, Not a Stick
on Mar 22, 2009
Update on Quantitative Easing in Japan
on Mar 09, 2009
•
DFJ
,
DNL
,
DXJ
Quantitative Easing at the ECB? It's Not Yet in the Playbook
on Mar 05, 2009
This Weekend's EU Summit Lacked Proper Teeth
on Mar 02, 2009
•
CEE
,
RNE
Staring into the Abyss
on Feb 14, 2009
•
EWJ
,
FEZ
,
IEV
A Case for (Short-term) Protectionism?
on Feb 13, 2009
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Latest Comments on Claus Vistesen's Articles
Claus Vistesen
on
The Performance of Japanese Companies: A Growing Connection with External Demand
: Hi guys, Thanks for the comments. On this MadHedge ......
more »
Claus Vistesen
on
Australian Monetary Policy: Too Much of a Good Thing
: Thanks for the comments guys ... @ Dave: While this may be true...
more »
bob adamson
on
Australian Monetary Policy: Too Much of a Good Thing
: Thank you, Mr. Vistesen, for a very useful perspective. There has...
more »
Dave Wrixon
on
Australian Monetary Policy: Too Much of a Good Thing
: When the US dollar final goes into free fall, I don't think...
more »
JudeJin
on
The Performance of Japanese Companies: A Growing Connection with External Demand
: when growth is dependent upon credit expansion, it can't be...
more »
dw57
on
The Performance of Japanese Companies: A Growing Connection with External Demand
: not sure that any country that is dependent on external growth...
more »
Mad Hedge Fund Trader
on
The Performance of Japanese Companies: A Growing Connection with External Demand
: bdc As much as I want to find a trade in Japan and therefore have...
more »
JudeJin
on
Japan's Economic Outlook Is in the Eye of the Beholder
: japan is sick in the core
more »
Claus Vistesen
on
Is Germany Dependent on Exports to Grow?
: Here is the link to Edward's analysis;...
more »
Nathaniel C
on
A Cautious Bank of Japan Stands Pat
: Great article. I agree Japan will not be raising rates anytime...
more »
Erwan Mahe
on
The ECB's Balance Sheet at a Glance
: "Is the ECB indirectly monetizing the debt issuance of Eurozone...
more »
conceptwizard
on
Corporate Capex in Japan - Is This What Recovery Looks Like?
: Its the new "Rule of THumb". For every one trillion spent you get...
more »
NUCLEAR1929
on
Corporate Capex in Japan - Is This What Recovery Looks Like?
: very interesting, thanks
more »
Henry Buttal
on
Is This Really a Global Recovery?
: Claus, Nicely done. My trepidation about the current U.S. market...
more »
Old Trader
on
Is This Really a Global Recovery?
: Claus, I'm also a faithful follower of MM, and despite lacking...
more »
Latest Comments on Claus Vistesen's Articles
Latest Comments on Claus Vistesen's Articles