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...
Global bond yields may have come off their peaks going into the weekend but this was after a May surge that lifted US 10-year rates by 30 basis points back over 4.5% and pushed Japanese 30- and 40-year rates to all-time highs. At their weekly analysts' meeting, Medley Advisors discussed these market moves and how the authorities could respond, and debated sovereign defaults, inflated-away debt, and memories of the early days of the eurozone's solvency crisis. "I'm thinking about this more a...
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...