An unexpected winner – Sound Economies with Mel & Peter, 10 September 2026

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Oil prices remain elevated as the US-Iran conflict enters its sixth month, and Brazil is emerging a winner as it gains market share in global oil exports. In our 100th podcast episode, we also look at Thailand’s attempt to boost IPOs, election results in Saxony-Anhalt in Germany, and strong US jobs data ahead of the Fed’s rate-setting meeting.

Timestamp:

(00:00) – Episode rundown
(00:18) – Intro
(00:47) – Quick updates
(03:16) – Thailand lowers IPO capital requirement
(09:14) – Chilly outlook following Saxony’s provincial election
(18:16) – Strong jobs data in the US and the Fed’s rate hike prospects
(20:00) – Brazil gaining market share in global oil exports
(26:28) – Our global outlook
(29:02) – Lundgreen’s Invest – High-Tech Defence Fund secures quadruple exit
(29:32) – Lundgreen’s Capital – Next big step: IPO in 2 years

“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.

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