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.
As midweek speculation built of a US retreat from Iran, oil prices dropped back to $100 and the dollar index eased by 1%. Markets turned their attention to president Donald Trump's address to the nation on Wednesday 1 April in expectation of a near-term ceasefire with the Iranians. Instead, they got a promise "to hit them extremely hard over the next two to three weeks ... to bring them back to the Stone Ages where they belong". Medley Advisors' policy analysts met the next morn...
12 Mar 2026
"No one knows how this ends"
Two weeks into the war between the US-Israeli forces and Iran, commodities and financial markets have whipsawed on every indication of a quick end to hostilities or signs of an extended energy-supply shock. To help clarify the outlook, Mohammad Darwazah, the head of Energy 360 at Energy Aspects, joined Medley Advisors' weekly meeting. In this edited version of the meeting, quizzing him and giving their own views (in order) are Pepijn Bergsen, Fernando Posadas, Andrew Besuyen and Dan Schwartz...
25 Feb 2026
"No plan survives contact with the enemy"
Another week, another US tariff regime. As expected, the US Supreme Court has ruled that the emergency tariff regime operated by President Donald Trump since April 2025 is unconstitutional. Just as expected was Trump's immediate swapping of his emergency powers for alternative executive authorisation. With this, introduced a global 10% tariff and promised to raise this soon to 15%. Where does this leave the tariff-relief deals he struck during 2025? At their weekly meeting, Medle...
Who has been a guest on Medley Advisors
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Dan Schwartz
Michael Redmon
Michael Redmond
Tim Jones
Brian Jackson
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