After an eventful 2025, what does 2026 hold for geopolitics, economics, and monetary policy? Medley Advisors' analysts gathered in the week before Christmas to give their best shot. Outlining their 2026 calls are: Richard Bronze, co-founder of Energy Aspects and head of geopolitics.Ignacio Labaqui, Medley's Latin American politics analyst.Michael Redmond, Medley's "Fed-watcher" and US analyst.Brian Jackson, Medley's China and US trade analyst.Kenichi Nagura, Medley's "BOJ-watcher" and J...
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After an eventful 2025, what does 2026 hold for geopolitics, economics, and monetary policy? Medley Advisors' analysts gathered in the week before Christmas to give their best shot. Outlining their 2026 calls are: Richard Bronze, co-founder of Energy Aspects and head of geopolitics.Ignacio Labaqui, Medley's Latin American politics analyst.Michael Redmond, Medley's "Fed-watcher" and US analyst.Brian Jackson, Medley's China and US trade analyst.Kenichi Nagura, Medley's "BOJ-watcher" and J...
"A million trolls on the internet saying 'I told you so'"
Medley Advisors
19 minutes
1 month ago
"A million trolls on the internet saying 'I told you so'"
Is this week's correction to the stock market's seven-month streak a pause or a first puncture of the "AI bubble"? Medley Advisors analysts held their weekly meeting just after the first jitters and rally following Nvidia's earnings report but before the aggresive intra-day sell-off on 20 November. They discussed the meaning and causes of the correction, the impact of AI on Federal Reserve policy thinking, and the latest developments in US trade policy. In this abridged and edited summary o...
Medley Advisors
After an eventful 2025, what does 2026 hold for geopolitics, economics, and monetary policy? Medley Advisors' analysts gathered in the week before Christmas to give their best shot. Outlining their 2026 calls are: Richard Bronze, co-founder of Energy Aspects and head of geopolitics.Ignacio Labaqui, Medley's Latin American politics analyst.Michael Redmond, Medley's "Fed-watcher" and US analyst.Brian Jackson, Medley's China and US trade analyst.Kenichi Nagura, Medley's "BOJ-watcher" and J...
