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Claus Vistesen  

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  • A Detailed Look at Savings in Japan
    Jan. 25, 2010 EWJ 3 Comments
  • Moody's on Japan and the Eurozone: Stating the Obvious
    Jan. 15, 2010 FXY, FXE, EWP 4 Comments
  • Plus Ca Change in Japan?
    Jan. 14, 2010 FXY, EWJ Comment!
  • Quantifying Eurozone Imbalances and the Internal Devaluation of Greece and Spain
    Dec. 28, 2009 EWP, FXE 2 Comments
  • The Global Debt Hangover
    Dec. 16, 2009 FXE, FXY 7 Comments
  • Global Growth Forecasts: Is Seeing Believing?
    Dec. 8, 2009 ACWX, ACWI, VT 1 Comment
  • Dubai: The Great Unravelling
    Nov. 27, 2009 CS, HSBC, BCS 14 Comments
  • Rebalancing in the Baltics: A Preliminary Assessment
    Nov. 23, 2009 Comment!
  • The IMF on the Sustainability of Asia's Recovery
    Nov. 9, 2009 ADRA, AAXJ, AIA Comment!
  • Australian Monetary Policy: Too Much of a Good Thing
    Nov. 6, 2009 FXA 3 Comments
  • The Performance of Japanese Companies: A Growing Connection with External Demand
    Nov. 2, 2009 EWJ, JPP, FXY 4 Comments
  • Japan's Economic Outlook Is in the Eye of the Beholder
    Oct. 19, 2009 EWJ, FXY 1 Comment
  • John Hempton on the (Hidden?) Losses of Spanish Banks
    Oct. 6, 2009 EWP Comment!
  • Is Germany Dependent on Exports to Grow?
    Oct. 1, 2009 EWG, FXE 1 Comment
  • The Case of the Disappearing Bid?
    Sep. 23, 2009 FXE, IEF, UUP Comment!
  • A Cautious Bank of Japan Stands Pat
    Sep. 17, 2009 EWJ, FXY 1 Comment
  • The ECB's Balance Sheet at a Glance
    Sep. 15, 2009 FXE 1 Comment
  • Corporate Capex in Japan - Is This What Recovery Looks Like?
    Sep. 8, 2009 2 Comments
  • Is This Really a Global Recovery?
    Aug. 2, 2009 EFA, EEM, DIA 4 Comments
  • Escaping Original Sin in Hungary?
    Jul. 23, 2009 FXF, FXE Comment!
  • Daniel Gross on Mellowing Japan
    Jul. 21, 2009 EWJ, JPP, FXY 3 Comments
  • Head Start on Japanese Elections: What About the Economy?
    Jul. 13, 2009 EWJ, JPP, FXY 4 Comments
  • Deflation Grabs Hold of Japan
    Jul. 10, 2009 EWJ, FXY 2 Comments
  • Chile's Emerging Economy: Better than the Rest?
    Jul. 6, 2009 ECH, CH 3 Comments
  • Germany's Peer Steinbrueck: Too Smug?
    Jun. 14, 2009 EWG 3 Comments
  • Reviewing the Latest Data from Japan
    May. 30, 2009 EWJ, FXY 4 Comments
  • The Carry Trade and the Global Monetary Credit Transmission
    May. 25, 2009 FXRU, BZF, SZR Comment!
  • Japanese Housewives: Back in the Game?
    May. 13, 2009 FXY, FXA, FXE 2 Comments
  • Quantitative Easing à l´ECB
    May. 7, 2009 FXE, IEV Comment!
  • Communication at the ECB: Lost at Sea?
    May. 1, 2009 FXE, IEV, CEE 3 Comments
  • Perspectives on Carry Trading
    Apr. 20, 2009 FXY, UUP, UDN 2 Comments
  • Springtime for Markets?
    Apr. 13, 2009 SPY, IEV, ADRA 1 Comment