Mads N.S. PedersenNov 10, 2022China Reset and Bond Market Returns As the Fed and the ECB corrected their communication mistakes and pushed up expectations for tightening monetary policy during August and...
Mads N.S. PedersenOct 19, 2022Expected Returns in a Bear Market With the main release of data for October and the Xi`s opening speech at the party congress behind us, the world is in an unpleasant...
Mads N.S. PedersenSep 13, 2022A Bear Market in Bonds As August moved into September, financial markets experienced the first global bear market in bonds for several decades. There have been...