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Claus Vistesen

Claus Vistesen

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Pantheon Macroeconomics eurozone specialist; tracks EU macro prints and implications for sectors/valuations.

LEI Chartbook Shows Strong Economic Indicator
Social•Feb 21, 2026

LEI Chartbook Shows Strong Economic Indicator

The latest LEI chartbook is up, and it's looking pretty good, if you believe this kind of indicator that is -> https://t.co/jA0iOD7MzE

By Claus Vistesen
European Small‑Cap Funds Eye Amadeus Fire Amid Labor Uncertainty
Social•Feb 20, 2026

European Small‑Cap Funds Eye Amadeus Fire Amid Labor Uncertainty

Any European small/mid cap FMs catching the falling knife in Amadeus Fire? If Germany's labour market turns, it should have some legs, though perhaps its model is doomed?

By Claus Vistesen
Belgian Dentists Shift Half Pension to Private Credit
Social•Feb 19, 2026

Belgian Dentists Shift Half Pension to Private Credit

Belgian dentists recently allocating 50% of their pension pot to private credit after volatility has come down a notch. https://t.co/vOglUU153U

By Claus Vistesen
Treasuries Prefer Higher Inflation Over Low Rates for Revenue
Social•Feb 16, 2026

Treasuries Prefer Higher Inflation Over Low Rates for Revenue

One of the under-reported stories in DM fiscal discourse is that for all the talk about how treasuries in the UK, US, France etc 'want' lower rates, they also want, and desperately, need high(er) inflation and the nominal tax revenue...

By Claus Vistesen