Medley Advisors

By: Medley Advisors
  • Summary

  • Politics and policy discussions between analysts at this research and advisory firm for financial markets - covering global politics, and monetary and fiscal policy in major developed and emerging markets.

    © 2024 Medley Advisors
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Episodes
  • EU: Real-world Draghi
    Sep 18 2024

    Mario Draghi has acquired such mythical status that it was little surprise when his report on “the future of European competitiveness” captured so much media and market attention.

    Yet, although the report put together by the former European Central Bank president and Italian prime minister is comprehensive and ambitious, it is only a blueprint. For any of it to be implemented requires the kind of political will and policy coordination that only emerge in the EU at times of acute crisis.

    Tim Jones and Pepijn Bergsen from Medley Advisors' European team discuss the report and what, if anything, will happen to it next.

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    15 mins
  • US election: Face-off
    Sep 4 2024

    On 10 September, incumbent US Vice President Kamala Harris and former president Donald Trump will meet for their first (and maybe only) pre-election debate.

    In this Medley Advisors podcast, Tim Jones asks Samer Mosis, Madelynn Einhorn, and Michael Redmond for their pre-debate takes on the election and its policy implications.

    Before joining Energy Aspects as Head of Fundamentals in April, Samer Mosis worked in the White House on the National Security Council as Director for Energy Markets and, before that, as an economist in the Treasury Department.

    Michael Redmond is Medley's US macro policy analyst and "Fed watcher", while data scientist Madelynn Einhorn designed and runs Medley's election model.

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    22 mins
  • ECB/BoE: Noises off
    Aug 20 2024

    As global policymakers head for the annual economic symposium in Jackson Hole, Wyoming, all eyes are on Federal Reserve officials and any signal that their easing cycle will begin in September.

    In this podcast, Medley Advisors take advantage of the diverted spotlight to look at two authorities that beat the Fed to the turn: the European Central Bank and the Bank of England. Andrew Besuyen asks Tim Jones and Phil Tyson: What next for Europe's two big central banks?

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    11 mins

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