Hawks stepping up – Sound Economies with Mel & Peter, 18 June 2026
A hawkish US Federal Reserve is out to fight high inflation, which we see fueling greater volatility for the rest of 2026. We also look at disappointing consumption data in China, discuss expectations of faster gold accumulation by central banks, and share our expert outlook on the defence sector.
Timestamp:
(00:00) – Lundgreen’s Invest – High-Tech Defence Fund secures quadruple exit
(00:31) – Episode rundown
(00:50) – Intro
(01:19) – Quick updates
(03:58) – Total retail sales in China slide down
(12:06) – Our insights into the defense sector
(18:59) – Central banks taking on more gold
(22:42) – US Fed’s way forward
(27:16) – Our global outlook
“Sound Economies with Mel & Peter” is a weekly podcast where our founding CEO Peter Lundgreen and Manila-based Chief Economist for Southeast Asia and China Mel Lopez discuss what’s happening in economies around the world and their views of the global financial markets.
Tune in to this episode on Spotify, YouTube, and wherever you listen to podcasts.
