Mads N.S. PedersenMar 21Until something breaks…v2Since we wrote the first update on the banking crisis on Sunday evening a week ago, things have developed further. On aggregate, progress...
Mads N.S. PedersenMar 9Leading indicators and lagging reactionsWhile January brought the feeling of relief to financial markets, February brought renewed doubts. In early March many things look as if...
Mads N.S. PedersenJan 12U-turns and turning points December was to some extent a repeat of the themes dominating much of 2022. Equities sold off and bonds markets took a hit when both the...