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Medley Advisors

Medley Advisors
US Election
China
Inflation
French Legislative Election
Monetary Policy
EU Budgetary Commitments
Polling
Demographics
European Fiscal Rules
Harris
Trump
European Central Bank
Labor Market
Rassemblement National
Bank Of Japan
Political Engagement
Donald Trump
Kamala Harris
Argentina
Energy Market

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.

PublishesTwice monthlyEpisodes33Foundeda year ago
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Artwork for Medley Advisors

Latest Episodes

In recent weeks, financial markets have been sending conflicting signals about the risk of inflation, recession, and the sustainability of debt. Japanese and British yields, especially, spiked but then abated in line with falling US rates. 

To pick ... more

US President Donald Trump hogs the daily headlines but financial markets had a rare week off as attention turned to the latest episode in France's long fiscal crisis.

As François Bayrou prepares to become the fourth prime minister to fall in 20 mont... more

By now, it was meant to be clear that tariffs were pushing up US inflation and depressing employment but, until the producer prices index for July was released this week, evidence had been mixed. 

There has been little sign of passthrough to consume... more

News that the US and Japan had agreed a trade deal a week ahead of deadline added 5% to Japanese equity prices while lifting 10-year rates to 17-year highs, and this was followed by reports of an impending US-EU settlement, which pushed up European s... more

After "Liberation Day" in April, 7-11 July has been the biggest week so far in US President Donald Trump's disruptive second-term trade policy. 

So far this week, 22 countries have received letters warning them that their stay of tariff execution is... more

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 a... more

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 ... more

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 analys... more

Key Facts

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Recent Guests

Michael Bailey
Professor of American government at McCourt School of Public Policy, Georgetown University and author of 'Polling at a Crossroads'
Georgetown University
Episode: US election: "They're weird, right?"

Hosts

Tim Jones
Host and analyst at Medley Advisors with expertise in economic and policy analysis.
Madelynn Einhorn
Co-host and analyst who conducts interviews and contributes to discussions on political and economic dynamics.

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Talking Points

Recent interactions between the hosts and their guests.

Podcast: China - Change beneath the surface
Q: How does a potential Trump re-election change your view in terms of China power demand and energy demand?
There won't be a significant impact on demand, but trade flows could be affected due to tariffs.
Podcast: China - Change beneath the surface
Q: What is your expectation in terms of industrial output and industrial activity and growth?
Stable headline growth with a shift towards higher-value added equipment manufacturing.
Fed: Data versus dots
Q: With inflation being marked up and no signs of economic slack, where is the disinflation coming from and does it even make sense to cut rates this year?
The inflation seen in certain sectors is largely due to past shocks, and the Fed needs to set policy based on the current state of the economy rather than lagging factors.
Fed: Data versus dots
Q: Can you talk us through some of the divisions you see both in the periphery, in the districts versus Fed headquarters and also across the hawks and the doves?
There's a notable division where Biden's appointees are generally more dovish compared to Trump's appointees, reflecting differing political perspectives on inflation and employment.
Fed: Data versus dots
Q: Can you talk us through what was behind those shifts?
Some regional Fed officials became more hawkish due to their conversations with consumers and businesses about inflation, while Chair Powell maintains a more balanced outlook.

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Frequently Asked Questions About Medley Advisors

What is Medley Advisors about and what kind of topics does it cover?

A resourceful hub for discussions about politics and policy among financial analysts, this podcast covers the intricacies of both global politics and the resulting implications of monetary and fiscal policies across both developed and emerging markets. Recent episodes feature in-depth analyses of significant events impacting trade, economic conditions, and election outcomes, where guest experts share insights and projections. Notably, the content not only dissects current affairs but also places them within a broader economic context, making it relevant for those interested in understanding how politics influence market trends and financial stability.

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To see how many followers or subscribers Medley Advisors has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Medley Advisors?

These podcasts share a similar audience with Medley Advisors:

1. GlobalData TS Lombard: Perkins Vs Beamish
2. Macro Voices
3. UBS On-Air: Market Moves
4. Thoughts on the Market
5. Exchanges

How many episodes of Medley Advisors are there?

Medley Advisors launched a year ago and published 33 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Medley Advisors?

Recent guests on Medley Advisors include:

1. Michael Bailey

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