In a week that saw US equities return to their pre-“Liberation Day” levels, Medley Advisors’ analysts consider the next steps for the US, European and Brazilian central banks. “The Federal Reserve doesn’t think that it has a particular edge in guessing where this economy is going from here,” says US analyst and Fed-watcher Michael Redmond. “There could be some inflationary concerns that keep the Fed on pause for a while … but ultimately, I view tariffs as just another form of taxation and a particularly regressive one that also causes a lot of supply-chain uncertainty along the way”. In this edited and abridged podcast from Medley's weekly meeting, the speakers - in order - are Tim Jones (Europe), Redmond, Pepijn Bergsen (Europe), and Mario Lima (Brazil).

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