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...
US/Fed: “Waller's arguments have gotten noticed over there”
Medley Advisors
16 minutes
7 months ago
US/Fed: “Waller's arguments have gotten noticed over there”
US Congressional Republicans’ “big, beautiful bill” has provoked a rift between President Donald Trump and his former ally Elon Musk but it has also created a policy dilemma for the Federal Reserve. In this podcast, Medley Advisors’ US analyst and Fed-watcher Michael Redmond talks to Tim Jones. Longer-term fears of fiscal slippage are keeping long-term US rates high but the bill’s tax cuts may encourage households and businesses to buy tariff-inflated goods in the short term. In...
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...
