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...
"One monthly inflation print doesn't make a meeting"
Medley Advisors
14 minutes
3 months ago
"One monthly inflation print doesn't make a meeting"
As they near the end of their easing cycles, the Antipodean central banks are being tested by contrasting data signals - a hot August inflation print in Australia and contracting second-quarter activity in New Zealand. Will these price signals end the Reserve Bank of Australia's rate cuts? By contrast, will economic weakness prompt the Reserve Bank of New Zealand to go for a 50-basis-point cut at its next meeting? "There’s scope for the RBA to ease in November but easing next year has start...
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...
