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 markets: "So far, inflation from tariffs has been a phantom"
Medley Advisors
23 minutes
6 months ago
Global markets: "So far, inflation from tariffs has been a phantom"
As the market impact of the Israel-Iran conflict fades, pre-war market themes - dollar weakness, euro strength, and trade uncertainty - have snapped back, fed by reports that the new Federal Reserve's chair will be unveiled well ahead of his or her appointment. At their weekly meeting before news of minor Chinese and EU trade concessions to the US, Medley Advisors analysts discussed these themes. In this edited version of the meeting, the speakers, in order, are: Dan Schwartz, Michael Redmon...
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...
