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Albert Edwards

SocGen; "Ice Age" thesis, secular bond bull / equity de-rating

Société Générale global strategist known for the 'Ice Age' thesis predicting deflationary equity de-rating and a secular bond bull market.

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Top 100 Macro Thinkers
Rank #14·SocGen; "Ice Age" thesis, secular bond bull / equity de-rating
Appears alongside

Top neighbors of Albert Edwards

8people
01
Adam Posen
PIIE; central-bank independence, Japan parallels
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02
Adam Tooze
Crashed; geo-financial historian, polycrisis
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Anatole Kaletsky
Gavekal; "capitalism 4.0," regime-shift macro
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04
Andy Constan
Damped Spring; flow-of-funds macro, real-rate framework
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05
Andy Xie
independent China macro; bubble-cycle bear
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06
Barry Eichengreen
Golden Fetters; international monetary history
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07
Barry Knapp
Ironsides; fiscal-monetary regime model
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08
Ben Bernanke
Great Depression scholar, financial accelerator (academic + policy)
1shared list
Last updated
10 May 2026
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