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Claus Vistesen

Claus Vistesen

Full time macroeconomist, part time coffee drinker and consumer of good writing.

Platform
Substack
PricingOnly free issuesPublishesDaily
Issues59SubscribersRead clausvistesen.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

US Equity Sector Rotation Chartbook, May 2026 - The Unholy Alliance

The May 2026 edition of the US equity sector chartbook can be found here, with accompanying portfolio statistics here.

3 days ago
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Things to think about #17 - The Land Trap, The Dragonlance Chronicles, Revelation Space, and Canadian Short Fiction

It’s been a while since I did one of these, which means I have plenty of material for your enjoyment. The Land Trap, by Mike Bird, a journalist at The Economist, is my most recent non-fiction read—or listen, via Audible—and I enjoyed it. Bi...

10 days ago
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0

Global Leading Indicators, March 2026 - A Chink in the Armour

The March 2026 edition of the global LEI chartbook can be found here. Additional details on the methodology are available here.

25 days ago
3
1

Global Leading Indicators, February 2026 - Upturn confirmed; will it slip in rising oil prices?

The February 2026 edition of the global LEI chartbook can be found here. Additional details on the methodology are available here.

2 months ago
0
0

Authors

The writers behind this newsletter.

  • Claus Vistesen

    Full time macroeconomist, part time coffee drinker and consumer of good writing.

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