HeyJaredClaus Vistesen
Full time macroeconomist, part time coffee drinker and consumer of good writing.
- Indexed issues, last 90 days
- 6
- Latest publication
- Sep 27, 2026
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- Earliest in this view
- Jul 12, 2026
Latest issues
Crowding out an AI debt issuance (opens the original)
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Analysts and economist are, broadly speaking, offering up four reasons for the continued rise in developed market, and in particular, US bond yields. A resurgence in inflation due to the negative supply shock in global energy markets as a result of the US-Iran war, loose fiscal policy with little or no credible plan for any near-term consolidation, a reflection of improving underlying growth and rising productivity—linked to the AI investment boom—lifting the real neutral rate for “the right” re
Fiscal Dominance is Here, or is it? (opens the original)
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One of the more useful AI tools that I have set up recently is a bi-weekly macro and demographics theme scout, which collects material on a given topic and runs through a number of recent and older sources, and synthesises this material into a brief essay, as well as a text to speech (TTS) document so that I listen back with the ElevenLabs text-to-speech app.Subscribe nowI thought it might be useful to recycle some of this material on the blog and Substack. One of t
Global Leading Indicators, July/August 2026 - On the precipice (opens the original)
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The July/August 2026 edition of the global LEI chartbook can be found here. Additional details on the methodology are available here. Remember that the OECD published two months worth of LEI data in September after taking a break over the summer.Subscribe nowGlobal leading indicators
Where are we on AI and sell-side research? (opens the original)
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I don’t have the answer to this question, but AI is now washing over my industry like a tsunami, forcing incumbents either to integrate it into their products and processes or, where they’re not doing so, to figure out how to bolster and optimise existing products against what will invariably be a rising tide of AI-generated and automated content of increasingly high quality.Subscribe nowAI is a unique technology in the sense that it comes with powerful non-linearities. Used correctly, it can in
Market Chartbooks, Sep 5 2026 - The barbell blocks out the noise (opens the original)
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The latest market chartbooks and their accompanying data sheets can be found below:US equity sectors (PDF) - Here.US equity sectors (Excel, view only) - HereGlobal equities (PDF) - Here.Global Equities (Excel, view only) - <a href="http
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