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Andreas Steno Larsen, founder & CEO, highlights that 30-year yields have reached 5.28 percent, a new 19-year high.
He suggests that the bond market is increasingly concerned about inflation, and warns that inaction may result in even higher bond yields.
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Larsen has previously noted that stock market peaks often occur shortly before the onset of recessions, referencing historical patterns in July 1990 and oil price shocks. In earlier commentary, he advised Wall Street to place greater emphasis on real-time risk assessment instead of depending on Federal Reserve guidance. These observations follow a consistent focus on market signals and risk factors in his analysis.