menu
search
Skip to main content

Search to find the correct information:
search
Search
Michael Medeiros Profile
Michael Medeiros, CFA
Macro Strategist
Boston

As a macro strategist and member of the Global Macro and Fixed Income teams, Michael leads the firm’s macro forecasting and analysis for North America. He contributes to the management of global portfolios for clients and works with investment teams to translate macro research into investable themes and ideas.

Prior to joining Wellington in 2011, Michael was an investment research associate for O’Brien Management as well as a senior associate and principal at State Street Global Advisors. 

Michael holds a BA in economics and politics from Bates College and an MA in economics from Boston University. He has attained the Chartered Financial Analyst (CFA) designation. 

Insights By Michael Medeiros

Showing of Insights Posts
Yellow sound wav
Podcast
18:50 min
Liquid alternatives & hedge funds USA InvestorExchange Podcast Podcast
Rethinking markets in a macro-driven world
Macro is back. In the latest episode of InvestorExchange, macro strategist Mike Medeiros joins host Chris Perret to discuss inflation, policy uncertainty, and where investors may be mispricing risk across markets.
Continue reading

By

Michael Medeiros
Michael Medeiros, CFA
event
18:50 min
Podcast
Categories final
Article
6 min
Macro and market Outlook Multi-asset Macro Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Markets are underestimating the persistence of inflation

Macro Strategists Eoin O'Callaghan, Michael Medeiros and John Butler share their macro outlook for the remainder of 2026 and discuss the implications of the ongoing energy shock for markets and investors.

Continue reading

Multiple authors

event
6 min
Article
2027-12-23
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Yellow sound wav
Podcast
24:48 min
Fiscal policy Interest rates Equity Fixed income Podcast
The great rate debate
What's the trajectory for interest rates? It's complicated, and structural and cyclical dynamics may matter more than near-term policy decisions. Three of our experts, Amar Reganti, Mike Medeiros, and Brij Khurana, discuss their differing views on which forces bear watching when it comes to the direction of rates in coming years.
Continue reading

By

Michael Medeiros
Michael Medeiros, CFA
Brij Khurana
Brij Khurana
event
24:48 min
Podcast
Yellow sound wav
Podcast
20:59 min
Macro and market Elections Fiscal policy Podcast
Rates, trade, and "one big beautiful bill"
Macro strategist Mike Medeiros joins host Amar Reganti to dissect the Trump administration's policy moves to date and what they may mean for the US economy going forward.
Continue reading

By

Michael Medeiros
Michael Medeiros, CFA
event
20:59 min
Podcast
148770684
Article
4 min
Macro and market Inflation Wellington on Washington and the World USA Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Early thoughts on historic hike in US tariffs

Macro Strategist Michael Medeiros explores the significant economic and market implications of the latest US tariffs, highlighting potential recession and inflation spikes, and the impact on global trade relations.

Continue reading

By

Michael Medeiros
Michael Medeiros, CFA
event
4 min
Article
2026-05-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
White House South Portico
Article
5 min
USA Fixed income Fiscal policy Wellington on Washington and the World Government bonds Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

US debt dynamics: Is there a path to sustainability?

How worried should investors be about US debt sustainability? Macro Strategist Michael Medeiros discusses the implications of soaring US federal budget deficits and the likely bond market response.

Continue reading

By

Michael Medeiros
Michael Medeiros, CFA
event
5 min
Article
2026-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1271246974
Podcast
21 min
Elections Fiscal policy Geopolitics Inflation Interest rates Macro WELLSaid Podcast Podcast
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Trump 2.0: US election market impacts

In the wake of the US election, macro strategists Juhi Dhawan and Michael Medeiros join host Thomas Mucha to discuss the market, policy, and geopolitical implications of Trump 2.0.

Continue reading

By

Michael Medeiros
Michael Medeiros, CFA
Juhi Dhawan
Juhi Dhawan, PhD
event
21 min
Podcast
2025-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Yellow sound wav
Podcast
21:30 min
Elections Fiscal policy Geopolitics USA Inflation Interest rates Macro WELLSaid Podcast Podcast
Trump 2.0: US election market impacts
In the wake of the US election, macro strategists Juhi Dhawan and Michael Medeiros join host Thomas Mucha to discuss the market, policy, and geopolitical implications of Trump 2.0.
Continue reading

By

Juhi Dhawan
Juhi Dhawan, PhD
Michael Medeiros
Michael Medeiros, CFA
event
21:30 min
Podcast
478598956
Video
USA Elections Tactical allocation Wellington on Washington and the World Multi-asset iStrat iStrat Video
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

What do the US election results mean for investors?

The US election results could have significant implications for the global economy and capital markets. Our panel of experts provides a thorough analysis of what happened and explores potential market impacts.

Continue reading

Multiple authors

event
Video
2025-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
2164243048
Article
5 min
USA Elections Wellington on Washington and the World Multi-asset Article Sourced Group (iSci, iStrat)
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Trump win likely to accelerate macro trends already in motion

The US election results could have significant implications for the global economy and markets. To help you understand these changes, US Macro Strategist Mike Medeiros provides a thorough analysis and discusses the potential market impacts.

Continue reading

By

Michael Medeiros
Michael Medeiros, CFA
event
5 min
Article
2025-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Yellow sound wav
Podcast
32:28 min
Elections Fiscal policy Geopolitics Inflation Interest rates Macro WELLSaid Podcast Podcast
US election: Key market implications
Macro strategist Mike Medeiros joins host Thomas Mucha to discuss the potential market impacts of the upcoming US election. Listen to the full episode to understand how different outcomes in the House, Senate, and White House races could shape the economy.
Continue reading

By

Michael Medeiros
Michael Medeiros, CFA
event
32:28 min
Podcast
Quick Take
Fiscal policy Geopolitics Macro and market Multi-asset USA Volatility Quick Take Currency
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Debt and dysfunction in Washington: The US hits the ceiling (again)

Global Investment Strategist Nanette Abuhoff Jacobson talks to Macro Strategist Mike Medeiros about the US debt-ceiling showdown and considers its potential investment implications.

Continue reading

By

Nanette Abuhoff Jacobson
Nanette Abuhoff Jacobson
Michael Medeiros
Michael Medeiros, CFA
event
Quick Take
2024-02-29
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Yellow sound wav
Podcast
22:55 min
Elections Geopolitics Fiscal policy USA WELLSaid Podcast Brand Podcast
US midterm elections: Market implications
US midterm elections can be pivotal for financial markets, especially when they result in divided government. Macro Strategist Mike Medeiros joins host Thomas Mucha to discuss what 2022’s surprise midterm results may mean for equity and bond markets, US foreign and domestic policy, and the 2024 US presidential election.
Continue reading

By

Michael Medeiros
Michael Medeiros, CFA
event
22:55 min
Podcast
Yellow sound wav
38:16 min
Shifting landscape: Policy, politics, and the great-power struggle
Geopolitical Strategist Thomas Mucha asks Macro Strategist Mike Medeiros about his views on the Fed, inflation, his research approach, and how he believes the Russia/Ukraine crisis will shape policy and politics in 2022 and beyond.
Continue reading

By

Michael Medeiros
Michael Medeiros, CFA
event
38:16 min
14 LOAD {count} MORE

URL References

Related Insights

© Copyright 2026 Wellington Management Europe GmbH. All rights reserved.
WELLINGTON MANAGEMENT FUNDS ® is a registered service mark of Wellington Group Holdings LLP.
Wellington Management Europe GmbH. Registered office: Bockenheimer Landstraße 43-47, 60325 Frankfurt am Main, Germany. T: +49-69-677761-500. VAT-number DE 326304943 (Umsatzsteuer-Identifikationsnummer) Commercial Register of the local court Frankfurt am Main (Handelsregister des Amtsgericht Frankfurt am Main), HRB 115460 .

Wellington Management Europe GmbH, is authorised and regulated by the German Federal Financial Supervisory Authority (Bundesanstalt für Finanzdienstleistungsaufsicht)
For professional investors and intermediaries only. This content is not suitable for a retail audience.

View More

Enjoying this content?

Get similar insights delivered straight to your inbox. Simply choose what you’re interested in and we’ll bring you our best research and market perspectives.

View More

Sorry, not interested

View More