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By Claus Vistesen As the debate between the inflationistas and deflationistas appears about to rev up again, I thought that I would try to put pen to virtual paper and sketch out my thoughts on the matter. The specific catalyst for…

Claus Vistesen with one economist's view on China and EM currency revaluation, innovation in 3D manufacturing and the climate change debate

By Claus Vistesen One of the main investment and trading themes crystallised during Q4-10 was the move out of emerging markets and into developed markets. As with all themes, it started as a contrarian misfit moving against the truck loads…

By Claus Vistesen It seems that JCT today showed that he and the ECB are not completely blind and deaf when it comes to the reality of a stronger currency in a world where everyone is scrambling to devalue. As I have noted before,…

By Claus Vistesen As the proverbial line seems to be running out for Greece, I thought that I would look at a slightly longer, although no less important, issue in the context of Spain; more specifically the trend in net migration. While…

By Claus Vistesen Despite the efforts of yours truly to create as strong a profile as possible in the world of econ-blogging, I regret to inform my readers that the organizers of the World Economic Forum in Davos have not found it within…

By Claus Vistesen It would have been hard to believe only a few weeks ago that the euro zone could be the source of any good news, let alone news to help push the market forward. Yet, with last week’s successful bond auctions and the…

By Claus Vistesen Just before we turned the clock on 2010 I commented on the recent increase in US yields and noted the following simple issue; How investors perceive and interpret will determine great many things; is it a reflection…

It is the first of January - hangover day, football day (for those of us who follow the PL) and a general day of relaxation, although this time around the first workday of the year is already desperately close. For some, it is also a day…